Creating Process-specific Task Event Notifications

You can configure task state-based event notifications for all instances of task in a specific process or for a single instance of a task in the process. When you configure a state-based event notification for a specific task in the Process editor, you can include rules which must evaluate to true before the notification is triggered. When the task reaches the specified state, OSM evaluates the rule to determine whether the event notification is triggered.

To create process-specific task event notifications:

  1. From the Process editor, select the task to which the event applies.

    The Properties tab for the selected task opens.

  2. Click the Events tab.

  3. Click Add.

    The Event wizard is displayed.

  4. In the Name field, enter the mnemonic for the task event.

    The name must unique among the notification types within the same namespace.

  5. In the Display Name field, enter the name of the task event that should be displayed to users.

  6. In the Rule field, select the rule that must evaluate to true before OSM can trigger this event notification.

    The null_rule is the default value for this field. If you do not change the default value, the OSM server will always trigger this notification when the corresponding task reaches the specific state. See "Defining Order Rules" for information about setting up new rules.

  7. In the Priority field, select a priority for the notification.

    1 is the highest priority. For notifications that are sent to external systems, this field represents the JMS queue priority.

  8. Select Enabled.

    Deselect this option if you intend to implement the task event notification at a later time.

  9. Specify whether to send the notification to specific email accounts.

    By default, notifications appear in the Notifications page of the Task web client. However, you can specify that notifications be sent to a user's email account by selecting the Email check box. You associate users with email accounts in Administrator. See OSM Order Management Web Client User's Guide for information about configuring email notification properties for user roles. See OSM Installation Guide for information about configuring the outgoing email server.

  10. In the State field, specify the state that the task must be in before OSM evaluates the rule associated with the event.

    The three mandatory states (accepted, completed, received) and all custom states that you defined on the Task editor States/Statuses tab appear as values.

  11. Click Next.

  12. Select the roles to be notified when the event is triggered.

    See "Working with Roles" for more information.

  13. Click Finish.

    The event notification is added to the event table.

  14. Select the event.

    When you select the event, Design Studio activates the Event subtabs. You can add any undefined elements at any time by using these subtabs. See the following topics for defining the values in the Events subtabs: