Set up email notification for a non-workflow BP
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, 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 table below to complete the Notification tab.
- Click Apply to save your changes and OK to exit.
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 the system 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 Comment | 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 the system 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 are PDF or a custom format. BI Publisher (BIP) Custom Prints are available to be selected for the Notification format. For custom format, select the print format defined for the business process. |
Note: The system sends emails for reverse auto-population failures. There may be cases when email notifications are not sent. For such cases, you can find the reasons for the reverse auto-population (RAP) failures in the audit log of the business process record. In addition, on occasion the system generates error codes for reverse auto population failures which can be used to troubleshoot the reverse auto population failures.
Last Published Monday, August 28, 2023