Configuring a Message Task

Configuring a Message task involves defining event rules. The event rules contain parameters that specify the content of the JD Edwards EnterpriseOne workflow message, the recipient of the message, and the conditions for sending messages.

Access the workflow process in JD Edwards EnterpriseOne Workflow Modeler.

1. In JD Edwards EnterpriseOne Workflow Modeler, right-click the Message task and then select Event Rules from the pop-up menu.

   Note: You must insert a value for every data item in the Parameters area.

2. On the System Functions form, complete a combination of these fields to specify the recipient:

   • Recipient

     Enter the address book number of the distribution list, role, or single recipient to whom the message will be sent. Leave this field blank to send to a distribution list using hierarchical processing.

     Note: If you are specifying a single recipient, it is recommended that you use a role instead of an individual's address book number, even if the role contains only one member. If you use a single user's address book number, you will have to revise the event rules of the JD Edwards EnterpriseOne workflow process every time a new person is responsible for handling the messages sent by the JD Edwards EnterpriseOne workflow process.

   • Structure Type

     Enter the structure type of the distribution list to which the message will be sent. If the recipient is a role or single recipient, leave this field blank.

3. Specify the mailbox to which you want the message delivered in the Work Center.

   For example, you might select the Credit Management queue for a credit limit approval message.

4. Highlight the Mailbox row.

5. In the Available Objects area, select a mailbox (or queue).

   Note: You can use one of the existing queues in the system or create a new queue. If the Message task sends messages to an external messaging system, the JD Edwards EnterpriseOne Workflow engine will ignore the value that you specify for the Mailbox.

   See Setting Up Work Center Queues.

6. To include a subject line in the message, highlight the Subject row and then select the corresponding data item that contains the subject text, if applicable. You can also enter a subject as a literal value.

   If the message does not require a subject, select <Blank>. You would most likely select <Blank> when using a message template (a data dictionary message), which would already contain a subject line.

7. To add static text to the message, highlight the Text row and select the corresponding data item that contains the text for the body of the message. You can also enter the text as a literal value. If you do not need to use the Text data item, select <Blank>.

   Note: You can use the Text parameter to add supplemental text to a message template. This text will appear above the message template text when the user opens the message.

8. To attach a shortcut to a JD Edwards EnterpriseOne workflow message, highlight the Active row, and then perform the following steps. If you are not attaching a shortcut, select <None> from the Available Objects area.

   Important: Attaching a shortcut to a message will suspend the JD Edwards EnterpriseOne workflow process until the message is acted upon.

9. In the Available Objects area, double-click <Define Active Message>.

10. On the Work With Applications form, in the Query by Example row, enter the application that you want the shortcut to launch, and then click Find.

    For example, if you want to use the Generic JD Edwards EnterpriseOne Workflow Approval Form, enter P98805 and click Find.

11. On Work With Forms, double-click the row containing the form that you want to use.

12. On Form Interconnections, map the data structures to the appropriate available objects.

    See "Creating a Modal Form Interconnection" in the JD Edwards EnterpriseOne Tools Form Design Aid Guide.

13. Click OK.

    The system returns to the System Functions form.

14. To attach a message template, highlight the Message row, and then perform the following steps. If you are not using a message template, select <None> from the Available Objects area.

15. In the Available Objects area, double-click <Define Message>.

16. On Text Substitution, enter the name of the message that you want to use in the Dictionary Item field and click Find.

    For example, you might enter LM1235 for the Credit Limit Approval message.

17. From the Available Objects list, select each data item that contains the value that you want to substitute into the message and click OK.

18. For the Message Key parameter, select <None> from the available objects.

    The JD Edwards EnterpriseOne Workflow engine no longer uses this parameter, but it needs to be mapped.

19. After you have finished mapping all of the parameters for the Message task, click OK.