Configuring an Information or Action Task

Configuring an Information or Action task involves defining event rules that contain parameters that specify the content of the JD Edwards EnterpriseOne workflow message, the recipient of the message, and the conditions for sending messages.

Starting with Tools Release 9.2.9.4, you can use the message editor to create a message body to include rich formatting of text enabling you to use typefaces, emphasis, and colors of your choice. You can create layouts for messages that include links and images that are interspersed with text. You can also include tables and formatted content from external sources such as Microsoft Word.

Access the workflow process in the Workflows page and reserve it.

1. In the Workflows page, click the Information or Action task and then click Edit to create or edit the message.
   Note: In the Message Editor window, you must enter a value for every data item.

2. In the Message Editor window, select an object from the drop-down list for the To Recipient. You must define the value depending on the object you select. For example, if you select Address Book in To Recipient, you must select a data structure for the Address Book Number.

3. Select an object from the drop-down list for the Cc Recipient. If you do not want to specify a Cc Recipient, select <None>.

4. Select an object from the the drop-down list for the Bcc Recipient. If you do not want to specify a Bcc Recipient, select <None>.

5. Select a Mailbox (or queue) from the drop-down list.

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

   See Setting Up Work Center Queues.

6. To include a subject line in the message, click the Subject row field and then select the corresponding data item that contains the subject text, if applicable. If you want a custom subject, enter the literal value in Subject Literal.

   If the message does not require a subject, do not select any data item. You would most likely not make a selection when using a message template (a data dictionary message), which would already contain a subject line.

7. To add static text to the message, click the Text row field and select the corresponding data item that contains the text for the body of the message. If you want custom text, enter the value in the Text Literal field. If you do not need to use the Text data item, do not select any data item.

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

8. (Release 9.2.9.4) To format the messages:

   Enter the message in the body field and use the options such as Paragraph, Bold, Italics, Underline, Strikethrough, Bulleted and Numbered List, and so on from the toolbar to format your messages. You can use the Insert Table and Insert Image options to insert tables and images.

   Additionally, you can add a horizontal line in your message by clicking the Horizontal Line icon.

   You can add a hyperlink to the text in the body of the message. Highlight the relevant text, and then click the Link icon in the toolbar, enter the required address, and click the Save icon.

   The options to add mathematical formulas are also available in the editor. Use the Subscript and the Superscript icons to add mathematical formulas. For example, y = x²ⁿ + z³ⁿ , a₁ = a₂ + a₃, and so on.

   You can use the List Properties option in the Numbered List drop-down to change the properties of the numbered list order.

9. To attach a shortcut to a JD Edwards EnterpriseOne workflow message, click the Search icon in the Shortcut field, and then select the appropriate object from the drop-down list. If you are not attaching a shortcut, leave the field blank.
   Note: Attaching a shortcut to a message will suspend the JD Edwards EnterpriseOne Workflow process until the message is acted upon.

10. Select the appropriate form in the Form column. When you select a form to call, Form Interconnect structure is displayed. Use it to configure the data items to pass in the form.

11. Select a value either from the Version drop-down list or from the Version Variable drop-down list.. The system allows selection of either a Version or Version Variable.

12. To attach a message template, click the Message row, and then perform the following steps. If you are not using a message template, leave the field blank.

    • In the DD Message Search dialog box, enter the name of the message that you want to use as a template and click Find. For example, you might enter LM1235 for the Credit Limit Approval message.
    • Select the message template that contains the value that you want to substitute into the message. If the message has a valid DD item, the Message Description and Message Glossary are displayed.

13. For the Media Object Name, select an object from the drop-down list. If you are not using a media object, leave the field blank.

14. For the Media Object Key parameter, select an object object from the drop-down list. If you are not using a media object, leave the field blank.

15. Close the Message Editor window.