Before You Begin

In this 60-minute Oracle-by-Example (OBE), you will learn how to create an orchestration (or notification) message that contains formatted text, such as text that is bold, in italics, and in the color and size of your preference.

Starting with JD Edwards EnterpriseOne Tools Release 9.2.6.3, you can create orchestration and notification messages that include formatted text, tables, images, and links that are interspersed with the text. In this OBE, you will create a notification message with formatted text and images. You will also dispatch that notification so you can see what the message recipient would see. All the rich formatting features used in these exercises apply to orchestration messages, too. In fact, if you prefer, you can complete these exercises using an orchestration message step instead of a notification. You can then create an orchestration with that message step and run it to send the email to yourself.

In this OBE, you will learn how to:

• Create an orchestration (or notification) message that contains formatted text, such as bold, italic, color, and size.
• Copy and paste formatted text from an outside source, such as Microsoft Word.
• Preview the message from within Orchestrator Studio.
• Add a table and an image.
• Add an application link and learn the concept of a “placeholder.”
• Create a message template and add that template to the message.
• Dispatch the message as a notification.

Scenario

Imagine that you work for a company that has several managers who are responsible for health and safety. Health and safety incidents are recorded in the EnterpriseOne Health and Safety Incidents application, and the managers need to review the incidents and take action. But from time to time the managers need a reminder to check on the status of the incidents, so you will create a nicely formatted message as a reminder to them, and include a convenient link in the message to launch the Health and Safety Incidents application.

What Do You Need?

To perform the steps in this OBE, you will need:

• Access to a JD Edwards EnterpriseOne environment with Tools Release 9.2.6.3 or later. JD Edwards EnterpriseOne Trial Edition running on Oracle Cloud Infrastructure is suitable, but you can use any environment with the proper Tools release.
• Security access to use Orchestrator Studio.
• If you choose to complete these exercises using a notification message that is deployed to the notification list, then your EnterpriseOne system does not need an SMTP email server.
  If you choose to build an orchestration message or a notification that is deployed to email, then your EnterpriseOne server will need an SMTP email server configured.
  Alternatively, if your EnterpriseOne system does not have an SMTP email server configured, you can send the message to the Work Center tab in the Message Center application (P980051X). Make sure that the Address Book number you use does not have an email address associated with it in Who’s Who.

Create a Notification Message that Contains Formatted Text

In this exercise you will create a new notification message, add some text, apply formatting to the text, and preview it.

1. Sign in to the Orchestrator Studio.
2. From the home page, select Notifications.
   Note: If you are completing these exercises by creating a message instead of a notification, then select Messages from the home page. The remaining steps are similar for creating notifications and messages, but with slight difference.
3. Click New to create a new notification.
4. In the Name field, enter: Incident Check-up Reminder
5. In the Description field enter: Notification to Health and Safety Managers to remind them to check incidents.
6. Expand the Message section by clicking the triangle icon.
7. In the Subject field, enter: Reminder: Check Your Incidents
   This is the subject line of your message.
8. Click Save.
9. In the body box, enter (or copy/paste) the following text for the message body:

Health and safety are always first here at Safe-T Manufacturing! This is your weekly reminder to review your health and safety incidents. They are recorded in the Health and Safety Incidents system. You can review them by clicking here : Please review the incidents in your region and take appropriate action to document them and ensure they are addressed according to our company guidelines. Thank you for helping to keep the Safe-T Manufacturing safety record among the best in the industry. Regards, Mayu B. Sayf Vice President, Employee Health and Safety

Note: Copy/paste may not preserve the line breaks between lines. Place your cursor at the end of the sentences and press Enter to make your message match the message shown above.

10. Click Save. Your Notifications page should look like this:



So far this is the type of message you would have created with plain text. Next let’s proceed to add some rich formatting.
11. Highlight the first sentence of the message:
    Health and safety are always first here at Safe-T Manufacturing!
12. From the formatting toolbar, click the Paragraph drop-down list and select the Heading 1 style to apply it to the highlighted sentence.
13. Highlight the last line of the message:
    Vice President, Employee Health and Safety
14. From the formatting toolbar, click the Italic control to italicize the line.
15. Click Save.
16. Click the Preview button to see a preview of your formatted message. You can toggle between the two icons in the top-right corner to switch between a full-size preview and a narrow preview to simulate what the message might look like on a mobile phone.



17. Click Close to close the Preview window.
    
    The other text formatting controls on the toolbar behave similarly to common word processing editors. If you wish, go ahead and experiment with them on your own. Use the Undo icon at the top right of the page or the Undo icon in the formatting toolbar to reverse any formatting actions. When you are ready, proceed to the next exercise.

Copy and Paste Formatted Text from Another Source

In this exercise you will learn how to copy and paste formatted text from another source, such as a Microsoft Word or PowerPoint document, or even a web page. This capability is useful when you have some formatted text already prepared, or perhaps you find it easier to work with other programs to apply advanced formatting.

1. Open a word processing program such as Microsoft Word or PowerPoint.
2. Create some simple text and format it using the editor’s formatting features, for example, as shown in the screenshot below:



3. Copy the text you created and formatted and paste it into the body of your message.



Note how the text is copied into your message, including its formatting.

4. Click Save.

Dispatch Your Notification Message

1. Sign in to the EnterpriseOne web client. You can do this easily from Orchestrator Studio by clicking the Tools menu, which is in the upper-right corner of most pages, and choosing JD Edwards EnterpriseOne. EnterpriseOne opens in a new web browser tab.
   Leave Orchestrator Studio open in the first browser tab.
2. From the drop-down list at your user name in the upper-right corner of the EnterpriseOne Home page, select Manage Notifications, My Subscriptions.
The My Subscriptions page appears.





3. Click Add Subscription.
4. Choose the notification name that you used to create the notification in Orchestrator Studio:
   “Incident Check-up Reminder”
   Note: If your notification name does not appear in the list, you might have to sign out of EnterpriseOne and sign back in.
5. You can accept all the default values and click Save.
6. Click Close to return to the EnterpriseOne Home page.
7. Switch back to the Notification page in Orchestrator Studio.
8. Click Test.
9. Turn on the Dispatch Notifications option.
10. Click Execute.
11. Switch back to the EnterpriseOne web client and click Notification List (the bell icon) in the menu bar.
12. Click to open your notification message. If you don’t see the message, click Refresh at the bottom left of the Notification List window.

Add a Table and an Image to the Message

In this exercise you will add a table and an image to the message you created in the first exercise.

1. Open your Incident Check-up Reminder notification in Orchestrator Studio.
2. Place the cursor at the top left of the body (to the left of the word “Health”) and press Enter to add a new line at the top of your message.
3. Place the cursor at the beginning of the new line and click Insert Table in the formatting bar.
   A grid appears to enable you to select the number of rows and columns that you want to add to your table.
4. Move your cursor over the grid to select one row and three columns as shown below:
   

   

   A table with one row and three columns appears centered in your message. A table menu bar also appears.
5. In the table menu bar, select Table properties.



6. In the Table properties window, complete these steps:
   • Choose Solid from the Border Style drop-down list.
   • Enter 100% in the Dimensions Width field.

   

   These specifications set the width of the table to 100 percent of your message body with three equally spaced columns.
   
   Note: You can also specify the width and height in explicit units such as pixels (px), inches (in), centimeters (cm), and so on.
7. Click to place the cursor in the first cell. The table formatting menu bar appears. Note that the menu provides options for adding, deleting, merging, and formatting rows, columns, and cells.
8. Choose the Cell properties option.
9. In the Dimensions Width field, enter 33%. Under Table cell text alignment select Align cell text to the left. Click Save.
10. Click to place the cursor in the middle cell . In the Dimensions Width field, enter 33%. Under Table cell text alignment choose Align cell text to the center. Click Save.
11. Click to place the cursor in the last cell. In the Dimensions Width field, enter 33%. Under Table cell text alignment choose Align cell text to the right. Click Save.
    Next you will add some content to each cell to create a message header that will look like this :



12. Locate an image to copy and paste into the first cell. You can use the image from below or any image you like. Copy the image onto your clipboard.
    
    

    Tip: You will have some control to resize the image after you paste it into your message, but you will have better control if you edit and size the image in a word processing program and then copy and paste the image from there. Images that have a width of about 1 inch work well for most messages.
    
    Note: You can add an image to a message by using any of these methods:
    
    

    • Copy from another source and paste into the message, which you are doing here.
    • From the formatting menu bar, select Insert Image to browse for an image in your file system.
    • From the formatting menu bar, select the drop-down arrow next to Insert Image to specify the location of an image file as a URL.

13. Click to place the cursor in the first cell and paste the image.
14. From the alignment menu bar, select Left aligned image.



15. Click to place the cursor in the middle cell and type :
    Safe-T Manufacturing
    Use any formatting option from the formatting menu bar to change the size and color of the text.
16. Click to place the cursor in the third cell and type :
    Innovation for a safe world.
17. Click Save to save your notification.
18. Click Preview to see how your message is progressing .
19. You can optionally click the Test button to dispatch your notification and see it in the notification list in the EnterpriseOne web client.
    
    Tip: You can use the table feature to add tables of data anywhere in your message. Tables can also be useful to control the horizontal and vertical layout of text in your message, for example, the header layout that you set in this message by using a table.

Create a Message Template and Add It to the Message

Message templates use the media object template framework and are created and stored in the EnterpriseOne system. In this exercise, you will use the EnterpriseOne Media Object Templates application (P98TMPL) to create a message template. You will create a template for a standard company footer with a copyright notice. Then you will return to Orchestrator Studio to edit your message and add the template to the bottom of your message.

1. Sign in to the EnterpriseOne web client.
   If your previous session has expired you might have to sign in again.
2. Use the Fast Path to access P98TMPL.
3. On the Work With Media Object Templates form, click Add.
4. On the Media Object Template Revisions form, complete the following fields:
   • Template Name: Company Message Footer
   • Description: Copyright footer for messages
5. In the body box, type three hyphens in a row: - - -
   This is a shortcut that adds a horizontal bar across the message body.
6. In the body box, type the following text:
   Copyright 2022 Safe-T Manufacturing. All rights reserved.
   Notice that this editor has the same text formatting features as Orchestrator Studio. You can format the text as you prefer.
   Your message template should look like this:



7. Click OK to save the message template.
8. Click Close.
9. Return to the notification in Orchestrator Studio.
10. From the formatting bar, select Template (at the far right of the bar).
11. Select the message template you just created: Company Message Footer.
    The formatted text of the message template appears in the window.
12. From the options at the top right of the page, select Insert at Bottom.
    Note that the other options enable you to similarly insert the message template at the top of your message or at the point where your cursor was last placed.
13. Scroll to the bottom of your message and see that the message template has been inserted.
14. Click Save.
15. Click Preview or Test to deploy the notification and see how your message is progressing.

Create an Application Link and Add the Link to the Message

In this exercise you will create a link to the EnterpriseOne Health and Safety Incidents application (P54HS00). Then you will add that link to the body of the message using a “placeholder” so that the message recipients can launch the application from the link in the message.

Note: In previous releases you could add links to messages, but all links appeared at the bottom of the message.
With the Rich Formatting of Messages feature, you can add links anywhere in the message body.

1. Open your Incident Check-up Reminder notification in Orchestrator Studio.
2. Scroll down to your message body and click the triangle icon to expand the Actions section.
3. Click Add next to Application Links.
4. In the Application Link ID field, type: Manage Incidents.
   Note: You cannot change this link ID after you click Apply, so be sure to choose a short, descriptive link ID and type it carefully. In this case, you are naming the link ID “Manage Incidents” because the link will launch the EnterpriseOne Health and Safety Manage Incidents application.
5. Click Apply.
6. In the Application field, type P54HS00.
7. From the Form drop-down list, select W54HS00A – Manage Incidents.
   You can retain the default values in the other fields. Notice that the link text defaults to the name of the EnterpriseOne form, “Manage Incidents.” You can change this link text. The text you enter here is what the message recipient sees in the message body.
8. Click Save.
9. Scroll up to the message body and place the cursor at the end of the sentence that says:
   You can review them by clicking here:
10. From the formatting bar, open the Placeholder drop-down list and select Manage Incidents.Link . Notice that this is the same name that you gave your link ID in Step 4. The link placeholder is inserted at your cursor. When the message is sent, this placeholder will be replaced with the text you provided in the Link Text field in Step 7.
11. Click Save.
    Congratulations! Your formatted message is now complete.
12. Click Test, then click Execute to dispatch your notification.
    Sign in to the EnterpriseOne web client to view it from the Notification List.

Conclusion

In this OBE, you have learned how to:

• Create an orchestration (or notification) message that contains formatted text, such as text that is bold, in italics, and in the color and size of your preference.
• Preview the message from within Orchestrator Studio.
• Copy and paste formatted text from another source, such as Microsoft Word.
• Add a table and an image.
• Create a message template and add that template to the message.
• Add an application link and learn the concept of a “placeholder.”
• Dispatch the message as a notification.

Want to Learn More?

• Rich Formatting of Orchestration and Notification Messages
• Orchestrator Guide
• Notifications Guide