Send an SMS Text Message

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The Send an SMS Text Message type is used for any task needing to be delivered via an SMS text message. Developers can choose to send the output of a report or retrieval and can pass parameters from these applications to the message content. Recipients can be hardcoded or dynamic from an Address Distribution list.

Target Application

  • Select a Target Application: Select the dictionary and report application that you wish to use in your task. You can use a Retrieval or Report for this task type.
  • Additional Report Parameters: Additional parameters can be passed through the URL to filter the report or control the report behavior, such as choosing subtotal levels or defaulting a date value. Use the “Toggle Parameter Help” button to assist with creating this URL.
  • Map Fields to Report: Only available if the “Accepts maintainer parms” box was checked in the Task Type screen. With this option, you are able to map fields from the maintainer to the fields of your target application.


  • Recipient address source – Use a distribution list: This option allows you to use a Distribution List Retrieval to send your SMS text. Select the dictionary where the Distribution List Retrieval lives and the Retrieval application itself. Any additional parameters you wish to pass to filter retrieval results can be entered using the “Toggle Parameter Help” button.
  • Map distribution list fields to report: If using a distribution list, you can filter the target application by mapping fields from the Distribution List Retrieval to the application fields. For example, you can map CUSNO (customer number) from the distribution list to a runtime record selection for CUSNO and each customer will receive their own report data.
  • Recipient address source – Use email address from web form: This option should only be used if invoking your task from a maintainer. Enter the field from the maintainer that will hold the phone numbers to deliver the SMS text.
  • Map maintainer fields to distribution list: If a Distribution List is selected and the “Accepts maintainer parms” box was checked on the Task Type screen, you are able to filter the distribution list dynamically by mapping fields from the maintainer to the Distribution List Retrieval. For example, if you have a customer order form maintainer triggering a task group, you can map CUSNO (customer number) from the maintainer to filter the Distribution Lists records to only return phone numbers for their customer number. This is a dynamic way to send SMS texts from a maintainer.
  • Additional Addresses: Enter any hard coded phone numbers here that you wish to always receive an SMS message. Multiple phone numbers may be added separated by a comma.


  • Review: Overview of all options that make up your task. A great tool for troubleshooting tasks.

Updated on July 24, 2023

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