Configuring a Message Request

Add a message request to an orchestration to send emails to external email systems or the EnterpriseOne Work Center email system. The following EnterpriseOne Work Center and workflow features are supported in a message request:

• Workflow distribution lists to send messages to a predefined group of EnterpriseOne users.

• Message templates from the data dictionary that contain boilerplate text and values related to a particular business process.

• Links to EnterpriseOne applications.

• Links to EnterpriseOne reports and BI Publisher reports.

• Links to URLs.

• Links to notifications and orchestrations.

For more information about these workflow features, see the JD Edwards EnterpriseOne Tools Workflow Tools Guide.

In a message request, you can include variables to pass data from an orchestration input into a message request. You can include variables in the recipient fields, the subject and body, a message template, and in links.

> tutorial: Click here to view a recording of this feature.

To configure a message request:

1. Create and name the message request as described in Creating a Service Request.

2. To enter recipients (To, Cc, or Bcc), select a recipient type:

   • Select Address Book to send a message to a single EnterpriseOne user. Enter the address book number of the EnterpriseOne user.

   • Select Contact to send a message to an individual in a user's contact list. Enter the address book number of a user and then the number of the contact.

   • Select Distribution List to send a message to the members of an EnterpriseOne distribution list. Enter the address book number of the list in the Parent Address Number field and select its structure type. For more information about structure types, see "Structure Types" in the JD Edwards EnterpriseOne Tools Workflow Tools Guide.

   • Select Email to enter an email address for the recipient.

3. In the Subject and body fields, enter text, variables, or a combination of both. To insert variables, see step 8.

4. To include boilerplate text from a message template in the data dictionary:

   1. Expand the Data Dictionary Text section.

   2. In the Data Item field, enter the name of the message template data item and click Load.

   3. If the message template contains variables, use the grid in the right to override the variables with text substitution.

5. To include a link to an application:

   1. Expand the Application Links section and click Add.

   2. Complete the Application, Form, and Version fields to specify the form that you want the application link to launch.

   3. If desired, define a personal form, query, or watchlist to be used when the application opens.

      If the user receiving the message does not have view access to that particular personal form, query, or watchlist, the application will open without it.

   4. Use the Pre Text, Link Text, and Post Text fields to define the text that appears in the message before, as, and after the link, respectively.

   5. In the grid, you can use variables to pass in data to the application when the application is launched from the shortcut.

   6. Click the Add button in the Application Links section header and repeat these steps to include multiple application links in a message.

6. To include other links (for example, to launch an orchestration or notification):

   1. Expand the Other Links section and click Add.

   2. Select the type of link you would like to add from the Type drop-down menu. Valid values are Orchestration, Notification, or URL.

   3. Depending on the type you've selected, enter either the orchestration name, notification name, or URL.

   4. In the Link Text field, enter the text you would like to appear in the message for the link.

      This link text appears in the notification message.

   5. In the Pre Text and Post Text fields, enter the text you want to appear before and after the link text.

   6. Use the grid to work with orchestration input, notification input, or a key for the URL, depending on which type of link you are using.

   7. Click the Add button in the Other Links section header and repeat these steps to include multiple links in a message.

7. To include report output as an attachment:

   1. Expand the Attachments section and click Add.

   2. In the grid, complete the Link Text, Job Number, Execution Server, and File Type for the report output that you want to attach. The report output can be generated by an orchestration or it can have been previously generated outside of any orchestrations or notifications. Either standard EnterpriseOne reports or BI Publisher reports can be attachments. You can define the Link Text, Job Number, and Execution Server as variables.

   3. Click the Add button in the Attachments section header and repeat these steps to include multiple attachments in a message.

8. To include variables in the recipient types, subject, body, message template text, or shortcut:

   1. Type ${var name} where var name is the name of the variable that you want to include.

      Make sure the syntax includes the $ sign and brackets, for example:

      ${creditmanager}

9. Click Save to save your changes.