Send Email on To Do Generation for a Deal

Until now, the system created a To Do notification in the following scenarios:

Now, the system enables you to send an email notification when a To Do is generated for the deal creator and deal approver from the user interface or through a batch process. The following two algorithm types are introduced in this release:

• C1-EMAIL - This algorithm creates an email notification whenever a To Do is created or updated. It is invoked when it is attached to the To Do Post-Processing algorithm spot of a To Do type. On creating a To Do or on updating a To Do which is in the Open status, the email notification is sent to all users with the To Do role at the respective approval level of the deal approval profile. However, while updating a To Do which is in the Being Worked On status, the email notification is sent only to the assigned user. It contains the following parameters:

  • Outbound Message Type - Used to indicate the outbound message type using which you want to create an outbound message in the form of email notification.

  • External System - Used to indicate the external system to which you want to send the outbound message in the form of email notification.

  • Email's From Address - Used to specify the sender's email address which indicates from where the email notification is received.

  • Environment URL - Used to specify the ORMB environment URL which is used while constructing a hyperlink for a database object.

  • Default Recipient - Used to specify the default recipient's email address. This is used when there are no users with the To Do role specified at the respective approval level of the deal approval profile.

  • Email Body Creation Algorithm - Used to indicate the algorithm that you want to invoke to create the email body.

  • Send Email for New To Do Entries - Used to indicate whether an email notification should be sent only when a new To Do is generated. The valid values are - Y and N. If you set the value to N, the system sends an email notification not only when a new To Do is generated, but also when an existing To Do is updated.

  • Email Subject Message Category Number - Used to indicate the message category whose message you want to use as an email subject line.

  • Email Subject Message Number - Used to indicate the message that you want to use an email subject line. Note that we support variables in the subject line to ensure that appropriate subject line is added in the email notification.

• C1-DLEMAILBD - This algorithm creates an email body for the email notification. You can invoke this algorithm from the C1-EMAIL algorithm by specifying it against the Email Body Creation Algorithm parameter. This algorithm is designed and developed for the deal pricing management module. It creates an email body for an email notification which is generated while sending a deal for approval and while approving or rejecting a deal. It contains the following parameters:

  • Field 1, Field 2, …., Field 20 - Used to specify the deal related field whose data you want to present in the email notification. Here, you must specify the field which is already defined and added in the deal related tables.

  • Characteristic 1, Characteristic 2, …., Characteristic 5 - Used to specify the deal related characteristic whose data you want to present in the email notification. Here, you must specify the characteristic type where the characteristic entity is set to Deal.

  • Deal Information Required - Used to indicate whether the deal information string should appear in the email notification. The valid values are Y and N. The deal information string will have a hyperlink. On clicking the hyperlink, you can quickly access the application.

  • Deal Financial Summary Required - Used to indicate whether you want to include the deal financial summary in the email notification. The valid values are Y and N.

  • Email Header Message Category Number - Used to indicate the message category whose message you want to use as an email header.

  • Email Header Message Number - Used to indicate the message that you want to use an email header.

  • Email Footer Message Category Number - Used to indicate the message category whose message you want to use as an email footer.

  • Email Footer Message Number - Used to indicate the message that you want to use an email footer.

To implement this feature, you need to do the following:

• Create an algorithm using the C1-EMAIL algorithm type and attach it to the To Do Post-Processing algorithm spot of all the To Do types which are used in the deal approval profiles

• Create an algorithm using the C1-DLEMAILBD algorithm type and attach it against the Email Body Creation Algorithm parameter in the C1-EMAIL algorithm