Overview of Configurable Email Notifications in SCM

As part of workflow tasks and based on the notification mode in BPM Worklist, the application automatically sends notifications to your users.

For example, when someone submits a new item request for approval, the approver receives an email notification with approval request. In the new item request workflow, you can use Oracle Analytics Publisher to configure the content, layout, and style of the notifications.

The table shows the Supply Chain Management product that uses configurable email notifications, along with their associated features, and workflow task names.

Product	Feature Name	Report or Notification Name	Workflow Task Name
Product Hub	New Item Request	New Item Request Approval	NewItemRequestApprovalTask

Note: When you receive a workflow email notification, you can alternatively find the same notification by opening the Worklist: Notifications and Approvals work area or bell notification.

Process Overview

The process to generate email notifications is the same as generating other types of report output. The process involves various types of objects in the business intelligence catalog, including data models, subtemplates, style templates, and reports.

This figure shows how these objects work together to generate the output used for email notifications.

• Data Sources: Store the attributes and attribute values for business objects and transactions in the application (example of data sources being transaction tables)

• Data Model: Determines which attributes from data sources are available to be included in the email and how that data is retrieved

• Subtemplate: Provides common components, for example a branding logo and buttons, that can be reused in multiple reports

• Style Template: Provides styles such as the type of lines and fonts to use in tables, or the font type, size, and color to use for headings

• Report: Contains a layout template that determines:

  • Which attributes appear in the email, from the data model used for the report

  • What the email looks like, leveraging components from the subtemplate and styles from the style template used for the report

• HTML: Is the output generated from the report

• Email: Is sent to users as part of a business flow, with the HTML output embedded in the email body

Each workflow task with configurable email notifications has a corresponding predefined report in the BI catalog.

Email Modifications

After you enable configurable email notifications, the predefined reports and related objects in the BI catalog work by default. The report-based notifications provide the same information as the standard notifications, but in a format optimized for mobile devices. If you need to modify the emails, you can edit copies of the predefined reports, data models, and subtemplate (but not the style template).

Security

To configure reports and data models for email notifications, you must have the Application Developer and the BI Administrator job role.

Note: 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.

Setup

You must download and install the Template Builder for Word add-in.

For configurable email notifications, make sure that the email domain setup is correct in Oracle Analytics Publisher so that the emails get sent.