Triggered jobs
Jobs can be triggered in Senta automatically by the change of a field value. This can be a manual change made by you or your client or an automatic change, for example, a change to a date pulled through from Companies House.
A triggered job will automatically start when data in a trigger field has changed. For example, the default Accounts production job kicks off when the Accounts next made up to date changes under the Companies House tab on the Client record.
Set up a triggered job
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Go to Settings > Services and find the job that you would like to set up as triggered.
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Select the How often drop-down menu and select When triggered.
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Choose the field that will start this job from the Trigger field drop-down menu.
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Choose to Trigger for current value as well?:
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If you select Yes, Senta will trigger the job as a one-off for the current value and then it will trigger again if there is another change to the field.
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If you select No, a Job will only be kicked off after the trigger field has changed.
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Set the job dates:
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For trigger fields that don't contain a date, Set the job date to will default to Whatever the date is when the job starts.
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For trigger fields that do contain a date, you can Set the job date to - The new value of the [trigger field].
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Select which date will be set as the Production date.
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Add filters to determine which clients the jobs kick off for. For example, the Client type field will allow you to filter the job on the type of client - by LLP, Limited company, Individual, Partnership etc.
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Select Save to finish.
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Select Save to finish.
Trigger jobs from dates in Companies House
This applies to UK practices only.
Accounts production and Confirmation statement jobs are automatically triggered from dates pulled from Companies House.
If you have added a company from Companies House, or you have added a company number to the Companies House tab for an existing client, then all you need to do to is turn on the appropriate service and the jobs will run automatically. Senta will ensure that the filing dates are pulled directly from Companies House. Any triggered jobs will display a magic wand symbol next to them.
