When configuring a Notification activity, you can specify notification settings such as workflow events to notify of, notification recipients, and notification message template. The same settings apply to the Notification section of other activities such as an Approval activity, a Search activity, and CRUD activities.
To view or change notification settings
This opens the Workflow Designer window in the details pane, representing the workflow definition as a process diagram.
The page for configuring notifications includes three areas:
To add a notification
The e-mail addresses of the recipients you select on the Notification Recipients tab appear in the To field of the notification e-mail messages. To add recipient addresses to the Cc or Bcc field, click the Cc Recipients or Bcc Recipients button, respectively. This opens a page that is similar to the Notification Recipients tab, allowing you to view or change which recipient addresses will appear in the Cc or Bcc field.
For the Task created event in an Approval activity, notification can be configured so that notification messages are grouped together and sent out on a scheduled basis. If you select the Scheduled option on the Notification Delivery tab, the messages within a certain, scheduled period are accumulated in a temporary storage instead of being sent out immediately upon event occurrences. Upon the expiration of that period, all the collected messages are sent out as a single message. You can configure the activity to deliver notification on a daily or hourly schedule.
Clicking Modify on the Notification Message tab, opens a window where you can view and modify e-mail notification templates. For each event type, the notification configuration defines a default template based on which Active Roles composes e-mail notification messages. Each template includes XHTML markup along with the text and tokens representing information about the event.
To make notification messages more meaningful to the recipients, notification templates provide the option for the messages to include tokens representing additional information about the event. Click the Insert Token button to view a list of the available tokens. The list provides a brief description for each token.
You can edit templates in order to customize the contents and format of notification e-mails. The changes to templates are notification-specific and event-specific: when you modify the template for a certain event within the configuration of a certain notification, your changes have no effect on the other notifications or events. This allows different notifications and events to have different, custom notification templates.
To view or change a notification
To delete a notification
The address (URL) specified in this area is used to construct hyperlinks in the notification messages so that notification recipients can easily access the Web Interface pages for performing workflow tasks.
To specify the address of the Active Roles Web Interface
The settings specified in this area determine the server to use for notification delivery.
To configure e-mail server settings
To select a different e-mail server configuration
To create an e-mail server configuration