Setting Up Send Communication Actions
This topic describes how to automate the sending of communications, such as emails and notifications, based on defined events.
To trigger send communication actions you must have first set up the applicable communication templates for a communication event. The Business Rules Framework sends the communication defined by the communication template, such as a notification or an email.
In many situations, you trigger a send communication action and another action using the same rule. For example, it's typical to automatically add a fee using the add fee action and send notification of the added fee with a send communication action.
For more information on the communications framework, including communication events and templates, see Delivered Communication Events and Setting Up Communication Templates.
To add a send communication action:
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Expand the Actions section of Business Rules Details page.
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Click Add.
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From the Action Name drop-down list, select Send Communication.
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Click Configure.
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(Optional) On the Configure Action page, click Edit Templates to navigate to the Communications Framework to review or define any additional communication templates for the communication event.
If you have not already defined communication templates for this communication event, the grid is empty. Note the communication event name listed for your rule so that you can find it easily in the Communications Framework.
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On the Configure Action page select the scope of communication for the action from the Select One options.
Note: You can select only one scope option.Page elements on the Configure Action page.
Page Element
Description
Template codes
Sends a communication only to selected communication templates defined for the communication event.
Channel types
Sends a communication to specific channel types defined for the communication event, such as email, notification and so on.
Process all templates
Sends a communication to all communication templates for all channel types defined for the communication event.
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Click Done.