Set up email notification for a non-workflow business process

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Set up email notification for a non-workflow business process

Use the Notification tab to set up automatic email notifications to users and groups whenever a non-workflow business process is created or modified, either manually, or via auto-creation, reverse auto-population, SmartForm, CSV, or integration.

Note: If the business process has been designed to allow users to include additional users or groups in the email, the email notification will be sent to them as well.

Use the information in the following table to complete the Notification tab.

In this field:	Do this:
Send notifications to	Click Select and choose those users or groups that should be notified whenever a non-workflow business process is created or modified.
Notify creator on record modification	By default, this check box is checked. If you do not want the BP creator to be notified when the business process is modified, de-select this check box.
Notification triggering events	The fields you select here will tell Primavera Unifier when to notify the users or groups.
Create Record	Select this check box if notification should go out whenever a record is created.
Edit Upper Form	Select this check box if notification should go out whenever the upper form of a record is edited.
Add/Edit/Delete Line Items	Select this check box if notification should go out whenever a line item is added to the record, edited, or deleted from the record.
Add General Comments	Select this check box if notification should go out whenever comments are added to a record.
Add/Remove Attachments	Select this check box if notification should go out whenever attachments are added to or removed from a record.
Attachments	The fields you select here will tell Primavera Unifier how to add attachments to the record.
Include both record and line item attachments	Select this check box if the notification should include both the record and the line item attachments.
Include record information as attachment	Select this check box if the notification should include the record information as an attachment.
Override default format	If you have specified a default record format on the General tab, you can use this check box to override the default format. For example, you can use the General tab to specify that the default record format for both email notifications and records saved in the Document Manager be in PDF format. If necessary, you could then use the Override default format check box to override the format and choose Custom for the notification only.
Format PDF/Custom	Select the form the attachments should be in—PDF or a custom format. For custom format, select the print format defined for the business process.

Click Apply to save your changes and OK to exit.

Oracle Corporation