Set up a notification email

An activity notification is a way of notifying a resource through email that work is ready in an activity and is pending in the queue.

  1. On the Activity properties panel, click the Resource assignment tab.
  2. To notify resources when activity becomes pending in their work queue, select Send email.
  3. Configure notification email.

    Send to

    Select either option to define the recipient of the email:

    • Group and any assigned users or roles: Only sends email to the assigned resource group (not individual members within a resource group) and any additionally assigned resources.

    • Group members and any assigned users/roles: Sends email to each member within the assigned worker group and any additionally assigned workers.

      Note

    Subject

    Set the subject of the email to be dynamic or static.

    • To set a dynamic value, select the variable.

    • To set the subject as plain text, click the Static icon and type the subject of the email.

    Message

    The message of the email.

    URL

    A link to the location of the web page where the user can take and complete the pending activity.

    Note You can click the URL within the email to view the details of the activity.

    Append associated file

    If selected, appends the name of an associated file to the URL.

    Note The associated file is configured under General properties, in the Associated File Path property of the activity.

  4. Similarly, set the message and URL for the email.
    Note The URL is a link to the location of the web page where the user can take and complete the pending activity. The user clicks the URL within the email to view the details of the activity.
  5. To append the name of an associated file to the URL, select Append associated file.

    The associated file is configured using the Associated file path property (under Configuration tab) of the activity.

  6. Click Save, which saves all activity notification settings to both the process and activity levels.
    Note At runtime, when a job is created based on the process map, an email is sent to the usable resources of the activity for which the activity notification was enabled.