1. Implementing Innovation Management
  2. Configure Email Notification Template

Configure Email Notification Template

You can configure an email notification template using the Oracle Analytics Publisher Desktop Add-in for Microsoft Word for the following objects: change orders, change requests, problem reports, corrective actions, new item requests, proposals, and requirements.

You can view the object-specific labels for change requests, problem reports and corrective actions in the Change Order Approval Worklist and Email Notification Report template available in the Oracle Analytics Publisher. You can then set the configured template as the default template for all future approval notifications.

You can also configure approval notifications to add descriptive flexfields in the Additional Information section and view the impacted products for the engineering change orders, nonrevision control change orders, problem reports, and corrective actions. Configure notifications templates to view the attributes in the following notifications:
  • Change Order Approval Worklist and Email Notification Report
  • Change Order Reviewer Notification Report.

To view the configured descriptive flexfields in the additional information section, set isAdditionalInformationEnabled to true in the template.

Change request and commercial change order approval notifications won't display Impacted Products section.

Note:

  • Before modifying the template, it's recommended that you familiarize yourself with Oracle Analytics Publisher. Also review the My Oracle Support (MOS) topic, Configurable Email Notifications: Implementation Considerations (Doc ID 2215570.1).

  • Any user assigned with any of these predefined job roles can configure the notification template:
    • BI Author Role (BIAuthor)
    • BI Publisher Data Model Developer (BIPDataModelDeveloper)

    Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.

  • Ensure that your users are assigned the privilege

    Generate Item Change Order Report (EGO_GENERATE_ITEM_CHANGE_ORDER_REPORT_PRIV).

    This role provides access to the following:

    • New Item Request Approval Email Notification Report

    • Change Order Approval Worklist and Email Notification Report

    • Change Order Reviewer Notification Report

  • Edit a copy of predefined layout templates, rather than creating reports or layout templates from scratch.

  • To edit the template, it's recommended that you use the add-in for Microsoft Word.

  • Modified templates are refreshed every 24 hours by default after you upload them to the BI catalog. To reflect changes sooner, you can change the profile value setting as described in Set Report Template Refresh Interval.

Create Profile Options to Control the Refresh Interval

  1. In the Setup and Maintenance work area, go to the Manage Profile Options task.
  2. On the Manage Profile Options page, click the New icon.
  3. On the Create Profile Option page, enter the profile option code BIP_CLIENT_REFRESH_TIME.
  4. Enter a display name that you can easily remember to help you find the profile option later.
  5. From the Application list, select Oracle Middleware Extensions for Applications.
  6. From the Module list, select Application Core.
  7. Specify a start date.
  8. Click Save and Close.
  9. On the Manage Profile Options page, make sure that you select your new profile option in the Search Results: Profile Options subsection.
  10. In the <Profile Option>: Profile Option Levels subsection, select the Enabled and Updatable check boxes for the Site level.
  11. Click Save and Close.

Set Report Template Refresh Interval

In the Setup and Maintenance work area, go to the Manage Administrator Profile Values task.

  1. Search for the BIP_CLIENT_REFRESH_TIME profile option and select it.
  2. Click the Create icon.
  3. In the row that appears, select Site as the Profile Level. Then, enter a time interval of your choice (for example, 15) as the profile value.
  4. Click Save and Close.

Install Oracle Analytics Publisher Desktop Add-In for Microsoft Word

  1. Download Oracle Analytics Publisher Desktop from the following location: https://www.oracle.com/middleware/technologies/analytics-publisher/downloads.html
  2. Install the latest version of the software for your operating system.
  3. After you install the latest version, the add-in appears as the Publisher ribbon tab when you open Microsoft Word.

Download the Sample.xml File

  1. Navigate to Reports and Analytics (Navigator > Tools > Reports and Analytics) and click Browse Catalog.
  2. Navigate to the data model folder for the business object using the path listed in the Table 1 - Folder Path for Data Models.
  3. Select the data model that you want and click Edit.
  4. In the Data Model pane, click Properties.
  5. In the Attachment section of the page that appears, click the file name, sample.xml, in the Sample Data field. The file downloads automatically.

Create and Publish a New Template

Download and Modify a Copy of the Original Template.

  1. Click Catalog.
    1. To download and modify the template, navigate to the template using the path listed in Table 2 - Folder Path for Templates.
    2. Click Edit.

    3. Click Edit on the new page. Save a copy of the report (.rtf).

    4. Open the (.rtf) report in Microsoft Word.

    5. Click Publisher > Sample XML to begin uploading the sample.xml file.

    6. After the upload is complete, all the Oracle Analytics Publisher options are enabled to configure the template. When you click the Field icon, you see change order-related fields from the data model, including trading partner reference attributes such as Customer, Supplier, Manufacturer, and Source. You drag and drop or move the required fields to modify the template. You can configure conditional rendering of these attributes and attribute values. For details, see the support note: Doc ID 2920067.1 on My Oracle Support.

    7. Save the template.

Upload the New Template.

  1. Change to Oracle Analytics Publisher by replacing everything after the domain name in your URL with /xmlpserver
  2. Click Catalog.
  3. Ensure that the folder structure and files in Shared Folders/Custom/Supply Chain Management are the same as the ones in Shared Folders/Supply Chain Management, including the folder you need. If not, copy or create the folders you need into the Custom/Supply Chain Management folder.
  4. To upload the template, navigate to Shared Folders/Custom/Supply Chain Management and find the relevant report.
  5. Click Edit.
  6. Click Add New Layout and click Upload. The Upload Template File dialog appears.
    1. Enter a name for the template and select the template you modified.
    2. Type: Select RTF
    3. Locale: Select English
    4. Click Upload.

Set the New Template as the Default

  1. While still viewing the layouts, click View a List.
  2. Select the Default Layout check box corresponding to the modified report.
  3. Click the Save icon.

The following table lists folder paths for data models.

Folder Path for Data Models

Business Object Data Model Data Model Folder Path
Change Order Change Order Approval and Email Notification Data Model Catalog > Shared Folders > Supply Chain Management > Product Management > Items > Change Orders > Data Models
New Item Request New Item Request Worklist and Email Notification Data Model Catalog > Shared Folders > Supply Chain Management > Product Management > Items > New Item Requests > Data Models
Proposal Proposal Report Data Model Catalog > Shared Folders > Supply Chain Management > Innovation Management > Concepts > Data Models
Requirement Requirement Report Data Model Catalog > Shared Folders > Supply Chain Management > Innovation Management > Concepts > Data Models

The following table lists folder paths for configured templates.

Folder Path for Configured Templates

Template Name Folder Path
Change Order Approval Worklist and Email Notification Report Shared Folders/Custom/Supply Chain Management/Product Management/Items/Change Orders
New Item Request Worklist and Email Notification Report Shared Folders/Custom/Supply Chain Management/Product Management/Items/New Item Requests
Default Proposal Report Shared Folders/Custom/Supply Chain Management/Product Management/Innovation Management/Concepts
Default Requirement Report Shared Folders/Custom/Supply Chain Management/Product Management/Innovation Management/Concepts

Related Topics