Step 4: Defining Outcome Information

In the Outcome step, define the outcome when the alert is triggered.

  1. Select any of the following options and then click Next:
    • Click Send message if you want the alert to send an e-mail message.
    • Click Start workflow if you want the alert to start a workflow.

      For more information, refer to Selecting a Workflow.

    • To invoke a Web Service with parameters when the alert is triggered:
      1. Click Activate Web Service at the following URL.
      2. Enter the web service URL, and then select Edit.

        For more information on specifying web service parameters, see Web Service Alert.

        Note: Not all Web Services can be activated. The Web Service must follow certain specifications. For more information, refer to the Primavera Portfolio Management Enterprise API Guide.

  2. Click Next to proceed to the next step of the Alert wizard.

    If you selected Send message, then proceed to the Messages step to define the alert message.

    If you selected Start workflow or Activate Web Service at the following URL, then proceed to the In Folders step to define the home folder for the alert.

    Note: (Optional) If you selected Item/Portfolio Added to Portfolio in the Event field during the Event step, select Publish Item to the PM Server to publish the item to a PM server when the event is triggered. If you select this option, select a PM server. If the mapping mode on the bridge server is set to Either Phases or Sub-Items (User-selectable), choose Sub-Items or Phases in the Mapping Mode field. This setting determines how items related to the alert are published when the alert is triggered.

Related Topics

Selecting a Workflow

Web Service Alert



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Last Published Thursday, December 10, 2020