To Do Summary Email

The base product includes a sample request process that sends an email to users that have incomplete To Dos older than a specified number of days.

Configuring the Email Request Type

The following configuration tasks are required to use this process:
  • Define an Outbound Message Type. The business object usually defined for the Outbound Message Type is F1-EmailMessage.
  • Define an External System that contains the Outbound Message Type in one of its steps. In the configuration determine if the communication is through SOA, batch, or real-time processing method when sending the email notification. Refer to Outbound Messages for more information about configuration needed for the different processing methods.
  • Create a Request Type using the F1-TodoSumEmailTyp business object.
  • Configure the Request Type with the outbound message type and external system.
  • Provide values for the threshold, email subject and email address.
  • If you want emails of this type to be sent periodically, enter a value for the frequency parameter.

Previewing the Email Request

When adding or editing a To Do email request, the following actions are possible:
  • Click Save to submit the request.
  • Click Cancel to cancel the request.
  • Click Preview to see a sample of records that satisfy the selection criteria for this request. This information is displayed in a separate map. In addition, the map displays the total number of records that will be processed when the request is submitted. From this map you can click Save to submit the request, Back to adjust the parameters, or Cancel to cancel the request.

Submitting the Email Request

When an email request is saved, the job is not immediately submitted for real time processing. The record is saved with the status Pending and a monitor process for this record's business object is responsible for transitioning the record to Complete.

As long as the record is still Pending, it may be edited to adjust the parameters. The preview logic described above may be repeated when editing a record.

The actual work of the request, such as generating an email, is performed when transitioning to Complete (using an enter processing algorithm for the business object).