Creating notification messages

Use the Notification page of the Schedule notebook to create one or more notification messages for a process or for a step in the process.

For a process, after an agent informs the server that the process is complete, the server replaces any tokens and sends a notification in the selected form to the users that are specified in the Users text field, from the user that is specified in the Sender field.

For a step, after an agent informs the server that the step is complete, the server replaces any tokens and sends a notification in the selected form to the users that are specified in the Users text field, from the user that is specified in the Sender field.

  Authorities and privileges

To create notification messages:

1. Open the Notification page of the Schedule notebook.

The Notification list contains all notifications that are associated with the selected process or step.

2. Use the controls in the Notification group box to create the notification messages, as follows:

   • Select a value in the Notify on group box: Success, Failure, or Completion.

   • In the Type field, specify the type of notification, for example, Email. (For Version 7.0, only Email is supported.)

   • In the Users field, specify the users and groups that will be notified. To browse the list of available users and groups, click the icon next to the Users field. The Select Users window opens. Select additional users and click OK. The selected users and groups are added to the list.

   • Optional: Click Edit to change the default message in the Current message field. The Edit Message window opens. Edit the message and click OK. The updated message is displayed.

3. Click Add to add the notification to the Notification list. If you change any of the controls in the Notification group box and click OK instead of Add, you will receive an information message indicating that you did not add any notifications and asking you if you want to continue.

4. Optional: To change a notification, highlight it in the Notification list. The controls in the Notification group box to reflect the content of the selected notification. Make the appropriate changes and click Change. The selected notification message in the Notification list is updated.

5. Optional: To remove a notification from the Notification list, highlight it and click Remove. The selected notification message is removed.

6. Click OK to create the specified notification messages.

Related information

• Schedule -- Overview

• Creating schedule patterns or instances

• Creating cascade relationships

• Selecting users and groups to receive notification messages

• Editing a notification message