customization-services/smart-event-walkthrough.md

---
title: Smart Event Walkthrough | Sage Intacct Developer
url: https://developer.intacct.com/customization-services/smart-event-walkthrough/
---

# Smart Event Walkthrough | Sage Intacct Developer

Getting Started with Customization Services

Smart Event Walkthrough

Smart Event Examples

Synchronous API Smart Events

Smart Rule Examples

Customization Packages

* Overview
* Create a custom field
* Create the Smart Event
  + Conditions on the Smart Event
  + API body
* What’s next?

---

## Overview

As an introduction to the capabilities of Customization Services, let’s create a Smart Event that executes an internal API call after an object is created.

Specifically, we want to grab a field value from a related object (the customer) and use it to update an object we just created (an invoice).

We’ll need a create a custom field to hold the information garnered via the Smart Event.

## Create a custom field

You create a custom field in the Sage Intacct UI using the **Custom Fields** menu pick. For your reference, here’s an exported XML definition for the custom field on `ARINVOICE` used for this walkthrough.

```xml
<customField>
    <customFieldId>CUSTOMER_REP</customFieldId>
    <type>text</type>
    <ownerObject>arinvoice</ownerObject>
    <label>Customer rep</label>
    <page>Header</page>
    <dataDescription>
        <text>
            <length>50</length>
        </text>
    </dataDescription>
    <required>false</required>
    <description>For including Customer's sales rep</description>
    <hidden>true</hidden>
    <active>true</active>
</customField>
```

As you can see, the custom field’s ID is `CUSTOMER_REP`, and it is a hidden text field with a limit of 50 characters.

## Create the Smart Event

You create Smart Events in the Sage Intacct UI using a wizard available via the **Smart Events Catalog** menu. The wizard walks you through each step of the process:

* Choose the object to extend (`ARINVOICE`).
* Choose the type of action to perform (**API**), the trigger for the action (**Add**), and any conditions for the action.
* Provide the API body.
* Specify an ID for the Smart Event, a description, and a status (**Active**).

### Conditions on the Smart Event

We want the Smart Event to be triggered only when the total due for the invoice is greater than 3000. You can use the **Field Lookup** button on the Smart Event wizard to choose the correct injection parameter for this, as shown:

`({!ARINVOICE.TOTALDUE!} > 3000.00)`

See the Sage Intacct product help for more information about writing conditions.

### API body

The purpose of the Smart Event is to populate the `CUSTOMER_REP` custom field with the ID for the sales representative (`CUSTREPID`) for the related customer. We use an `update_invoice` API function whose `key` is the record number of the current invoice.

```xml
<update_invoice key="{!ARINVOICE.RECORDNO!}">
    <customfields>
        <customfield>
            <customfieldname>CUSTOMER_REP</customfieldname>
            <customfieldvalue>{!ARINVOICE.CUSTOMER.CUSTREPID!}</customfieldvalue>
        </customfield>
    </customfields>
</update_invoice>
```

The update provides a value for our custom field via an injection parameter that provides a path from the owning object to the related object to the desired field value.

**Note:** Be aware that injections work in the context of Smart Events, but are not supported in Web Services XML API calls that originate outside the Sage Intacct UI.

## What’s next?

* Check out the Smart Event examples for more ideas.

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