Configure E-mail Notifications for Any Activity

E-mail Notifications Screen

Prerequisites

• Before you can select an e-mail template, you must create one.

  For more information, refer to Create or Change an E-mail Template in the Application Builder.

Good to Know

• Different types of tasks have different tabs and different settings.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. In your process, add an activity or change an activity.
3. On the Email Notifications screen, click Advanced > E-mail Notification .
4. On the Email Notifications screen, select your e-mail type.
   Different types of tasks have different tabs and different settings. Your task may not show all of these.
   • ​Initiation - Sends an e-mail when the task starts.
   • ​Reminder - Sends an e-mail when the task does not complete on time.
   • ​Reassignment - Sends an e-mail when the task reassigns to new participants.
   • ​Completion - Sends an e-mail when the task completes.

Procedure

1. On the Email Notifications screen, select an e-mail template from the list.
2. (Optional) For a reminder e-mail, do this procedure to schedule the reminder:
   1. In Start at _ before task expires section, set the time until your activity expires.
   2. In Frequency section, set the frequency to send a reminder e-mail.

      Field Name

      Definition

      Frequency

      Function: Specifies the frequency to send a reminder email. To Open this Field: On the Email Notifications screen, click the Reminder tab. Accepted Values: Once - Specifies to send the reminder email only one time. Every - Specifies the frequency to send repeated reminder emails. You can specify a number of minutes, hours, days, or weeks, whether to use business time and whether to stop sending the reminders after the task expires, or after it is inactive for some other reason. Default Value: None

   3. To set a limit on your expiration to your hours of operation, select My Organization's Business Time.