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.

For more information on the communications framework, including communication events and templates, see Delivered Communication Events and Setting Up Communication Templates.

To configure a Send Communication action:

  1. Expand the Actions section of Business Rules Details page.

  2. Click Add.

  3. From the Action Name drop-down list, select Send Communication.

  4. Click Configure.

  5. (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 under the Send Communication heading on the Configure Action dialog box. You can select it, and paste it into the search box on the Communication Event page in the Communications Framework.

  6. 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 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.

  7. Click Done.

Note: To enable the workflow communication resources to be triggered, you need to modify your workflow process definition in Oracle Integration Cloud (OIC) to integrate through a Business Rules Framework REST resource. For more information on setting up the OIC integration for Business Rules Framework, see "Step 11: Add the POST Operation for the Business Rules Request " in the following topic: Setting Up the Transactions Connector. You can also refer to the delivered process definitions provided in solution packages for examples of the Business Rules Framework integration.

Example: Sending Emails to Contacts Added to Transactions

Agencies may want to send email notifications to contacts that have been added to a permit or planning application when an application is submitted or afterwards. When an application is submitted successfully, the system uses the Business Rules Framework to send an email addressed to contacts that were added during application intake. The same is true when a new contact is added to the Contacts page in the permit or planning application details. Contacts added to the contractor contacts also receive email notifications.

  1. Click the Permits or the Planning and Zoning tile.

  2. Select a Business Rules Framework event to create a rule. Available events are:

    Send Email Notifications to Contacts

    Permits

    Planning Applications

    When an application is submitted

    Permit Contact Added to Application

    Planning and Zoning Contact Added to Application

    When contacts are added after submittal

    Permit Additional Contact Added

    Planning and Zoning Additional Contact Added

  3. (Optional) Add conditions in the Criteria section.

  4. Configure the Send Communication action as described above.

  5. Click Save.

You must also set up the email templates for the corresponding communication events. In this case, the communication events correspond to the Business Rules Framework events with the same name. Use the Contact and Contact Type attributes to address the email.

For more information on the Communication Framework, see Delivered Communication Events and Setting Up Communication Templates.