| 1. | With a form loaded in the in Workflow view, select the workflow path that should prompt a notification. |
Note: For more information on building the , go to the Adding Workflow topics.
| 2. | On the Path Properties under the Behavior section, click Edit. PerfectForms™ switches to the Behavior view. |
Note: You can assign other behavior commands to run as the workflow changes such as Check Mandatory.
| 3. | From the Toolbox, locate the Workflow section and drag a Notify command to the Behavior . |
| 4. | With the Notify command selected, click Edit on the Properties bar. The Edit Notifications dialog is displayed. |
| 5. | Click Add to create a notification. |
Note: You can create multiple notifications on this single Notify command.
| 6. | On the General tab, enter a Title for the notification. |
| 7. | Set the Attention Level as it will appear in the . All other levels are increasing levels of importance that will show up in the color bar on the Dashboard. |
| 8. | Select the role of the person who should receive the notification. |
Note: You may skip this and choose to notify a person on the Person tab but it is best practice to notify through roles.
| 9. | Click the Person tab. The Person tab is where you can override the role selected on the General tab and choose another recipient. |
| 10. | Click the Time tab. The Time tab is where you can specify a time or a delay for the notification. Usually the default setting of Now is suitable. |
| 11. | Click the Cancellation tab. Specify a condition for when the notification should be removed from the recipient's Dashboard. The default settings usually are suitable for removing the notification from the Dashboard as the subsequent change in stage would normally indicate that the required task has been completed. |
| 12. | Click the Message tab. Optionally, enter a message for the recipient(s) of the notification. This message can include data fields from the . |
| 13. | If you choose to send a message with the notification, enter a Subject. |
| 14. | Enter the message body. |
| 15. | The message will default to be sent by e-mail. To change this setting uncheck the Send by email check box. |
Note: For courtesy notifications, there is no need to send by e-mail. If you do choose to send an e-mail notification, you may also include a link to open the form instance.
16. If any changes are needed to which e-mail server will send the notification, select the Email tab to make those changes.
17. In the same Notify command, you can notify other parties of the form instance by clicking Add in the Notifications list.
18. Click OK to save the notification rules.
Note: In most cases you will enter all of your notifications on a single Notify command. However, there may be circumstances where you would use two or more Notify commands. It is possible to set an instruction to cancel all notifications in a single Notify command.
|
