User configured notifications

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User configured notifications

Overview

User configured notifications are messages sent by email to any valid email address. Notifications apply to a particular Process, and specifically, to a particular Activity of a Process, and can include any of the business information implemented in the case. The message contents and sending requirements are entirely defined during the Process development.

 

User Configured messages are created in the Activity Actions menu in the fourth step of the Process Wizard and are called E-Mails. They can be sent when an Activity is created, saved, or exited (On Enter, On Save or On Exit action).

 

How to Create an E-mail

1. On the fourth step of the Process Wizard select Activity Actions. A new window will display the Process diagram.

 

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2. Select the Activity in the Process where the e-mail will be configured.

In the Activity Actions Window click the Plus symbol on the bottom left corner and select the e-mail option.

 

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3. The following window will be displayed in order to enter the required information.

 

 

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4. Select the addressees: Click the To button.

You can send the e-mail to a constant account, or you can select an attribute in your data model where an email address is saved.

 

To send to one or more constant accounts, select the Send e-mail to a constant account option, and type each address separated by a semi-colon.

 

Otherwise, mark the Send e-Mail to an account from data model selection option and select the attribute(s) from the data model displayed on the left.

 

 

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5. Type a subject and the content.

When you are done, click Save.

 

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User interface explained

The e-Mail Definition Window is divided in two main groups: Ribbon and Message.

 

Ribbon

 

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GROUP

MENU OPTION

DESCRIPTION

Include

XPath Field

Allows you to navigate the data model until you reach the desired attribute. For more information, refer to Include Process and case information.

HyperLink

Allows you to add hyperlinks to the email. For more information, refer to Include Hyperlinks.

Static Grid

Allows you to add tables with a fixed number of columns and rows. For more information, refer to Include Tables or collections.

Expression Field

Allows you to include information returned by a rule. For more information, refer to Include information returned by a rule.

Dynamic Grid

Allows you to include tables to display the information stored in collections, or one-to-many relationships, that are displayed in the Work Portal as Tables. For more information, refer to Include Tables or collections.

Picture

Allows you to include one image in the email.

Show Fields

From

Shows or Hides the from field.

This field allows you to set the sender's email displayed. You can set a constant account, or you can select an attribute in your data model where an email address is saved.

Format

Font

Changes the font face.

Font Size

Changes the font size.

Undo

Erases the last action done in the message.

Redo

Reverses the last undone action.

Align Left

Aligns the message content with the left margin.

Align Center

Centers the message content.

Align Right

Aligns the message content with the right margin.

Bold

Makes the selected text bold.

Italic

Italicizes the selected text.

Underline

Underlines the selected text.

Bullets

Creates a bullet list.

Increase Indent

Moves a paragraph farther away from the margin.

Decrease Indent

Moves a paragraph closer to the margin.

Font Color

Changes the color of the text.

Advanced

Copy to current assignees

Sends a copy of the email to the current assignee of the task.

Multiple Messages

Enables to option to create tabs above the Subject field where you can create templates and send many messages subject to a condition. For more information, refer to Send messages according to conditions.

Set Conditions

This options is displayed when the Multiple Messages checkbox is marked and opens a window to define different Boolean conditions in order to identify which e-mail will be sent.

Context

Changes the context of the template according to the To field. For more information, refer to Context changes in E-Mails.

 

Message

 

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FIELD

DESCRIPTION

TO

Select the addressees to which the email will be sent.

You can send the e-mail to a constant account, or you can select an attribute in your data model where an email address is saved.

CC (Carbon copy)

Select the addressees to which the email will be copied.

You can send the e-mail to a constant account, or you can select an attribute in your data model where an email address is saved.

BCC (Blind Carbon Copy)

Select the addressees to which the email will be blind-carbon-copied.

You can send the e-mail to a constant account, or you can select an attribute in your data model where an email address is saved.

Subject

Select the Subject for the message to be sent.

Message Body

Select the body for the message to be sent.