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.
| 1 | Use the information in the following table to complete the Notification tab. |
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In this field: |
Do this: |
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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. |
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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. |
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Notify Assignee of Record Modification |
Select this check box if you want the assignee(s) on a step to be notified whenever the business process record is edited. |
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Notify Cc on Record Modification |
Select this check box if you want the users who have been Cc’d on a step to be notified whenever the business process record is edited. |
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Notification triggering events |
The fields you select here will tell Primavera Unifier when to notify the users or groups. |
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Edit Upper Form |
Select this check box if notification should go out whenever the upper form of a record is edited. |
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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. |
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Add General Comments |
Select this check box if notification should go out whenever comments are added to a record. |
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Add/Remove Attachments |
Select this check box if notification should go out whenever attachments are added to or removed from a record. |
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Attachments |
The fields you select here will tell Primavera Unifier how to add attachments to the record. |
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Include both record and line item attachments |
Select this check box if the notification should include both the record and the line item attachments. |
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Include record information as attachment |
Select this check box if the notification should include the record information as an attachment. |
| 2 | Click Apply to save your changes and OK to exit. |
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