Notifications
This function is used to define notifications, i.e. warnings by sending a message or by creating a line that can be accessed via the Workflow monitor.
The creation of a notification automatically generates a Workflow event.
Creating a notification instead of creating a Workflow event is simple: a single tab must be entered. Entering criteria is carried out by viewing their titles. More complex conditions are predefined (field modified for example).
But, It must be noted that a notification is limited because:
- only one part of these triggering cases that can be processed by the Workflow engine can be expressed.
- the entry screen of criteria is simplified, and only one part of the context fields can be displayed.
- the send function is limited to two recipients.
- There is no associated approval process.
However, creating a notification can be represent a first step in defining the Workflow process. Indeed, creating a notification triggers the generation of the corresponding Workflow event. Once this creation carried out, it is possible to modify the workflow event, to complete it in order to process the functions that are not taken into account by the notifications.
But it must be noted that from the moment when the resulting Workflow event is modified, the original notification will be deleted.
Prerequisites
Refer to documentation Implementation
Screen management
Only one single tab can define the notifications.
Entry screen
Are displayed here, the original event, the additional conditions, a list of recipients and the associated text.
Block number 1
Workflow code (field CODE) |
This field identifies the Workflow rule. |
Description (field INTIT) |
Use this field to assign a description to each record. |
Active (field ENAFLG) |
As long as this box has not been checked, the Workflow rule is not likely to be triggered. |
Triggering
Event type (field TYPEVT) |
The Workflow event type can take the following values :
|
Code (field CODEVT) |
This field specifies the triggering context, based on the previously defined type :
This field is mandatory only for the event type Miscellaneous. If not entered, the event is triggered in a generic way, remembering that it is always possible to further test the context to be selective (thanks namely to the GFONCTION, GOLDETAT...variables). |
Description (field LIBEVT) |
Name associated with the code entered in the previous section |
Block number 3
Creation (field ACREA) |
This field is used to trigger the workflow in the case of a record creation if the event type is "Object". |
Modification (field AMODI) |
This field is used to trigger the workflow in the case of a record modification if the event type is "Object". |
Deletion (field ASUPP) |
This field is used to trigger the workflow in the case of a record deletion if the event type is "Object". |
Return (field RETOUR) |
If checked, this box makes it possible to enclose in the message sent an icon containing the context used to remind the record (by double-clicking on it). Note that this only works for a client-server connection. |
Log (field TRACE) |
This box can only be checked if the triggering event corresponds to the end of a batch task. In that case, if it is checked, the trace file associated with the batch task will be enclosed to the message sent. |
Grid Conditions
Condition (field ANDOR) |
Field (field FLD) |
Operation nature (field OPE) |
Value (field VALEUR) |
Block number 5
Expression (field EXP1) |
Indicate if necessary an expression to complete the search. The criterion is added to the previous criteria by the link AND. The expression cannot contain fields from a table other than the principal table for the object. These can be indexed. |
Recipients
Type (field TYPDES1) |
A recipient can be linked to a user code (their details are then searched for in the user record), or a Business Partner (in that case, their details will be entered in the grid to identify on the BP record the concerned recipients). |
field DESTIN1 |
This field identifies the recipients. It is written in the form of logical expressions (Calculation formula) including on-line variables at the moment of execution. |
Function (field FNCDES1) |
This information is only entered if the recipient type is a business partner. It refers to the local menu that defines the functions of the contacts in the Business Partner record. |
Send mail (field ENVOI1) |
Three values concerning the recipients of the line can be entered here :
|
Warning (field SUIVI1) |
This flag is used to tell whether the recipients of the line will receive a notification in their planning workbenches, depending on the value entered :
Whenever a notification is sent to at least one of the recipient lines, the Approval request tab defines the text that will appear in the approval request, along with the answers that may be brought in case of a signature request. |
Block number 7
Type (field TYPDES2) |
A recipient can be linked to a user code (their details are then searched for in the user record), or a Business Partner (in that case, their details will be entered in the grid to identify on the BP record the concerned recipients). |
field DESTIN2 |
This field identifies the recipients. It is written in the form of logical expressions (Calculation formula) including on-line variables at the moment of execution. |
Function (field FNCDES2) |
This information is only entered if the recipient type is a business partner. It refers to the local menu that defines the functions of the contacts in the Business Partner record. |
Send mail (field ENVOI2) |
Three values concerning the recipients of the line can be entered here :
|
Warning (field SUIVI2) |
This flag is used to tell whether the recipients of the line will receive a notification in their planning workbenches, depending on the value entered :
Whenever a notification is sent to at least one of the recipient lines, the Approval request tab defines the text that will appear in the approval request, along with the answers that may be brought in case of a signature request. |
Message
Object (field OBJET) |
This field is used to specify the content of the Subject field of the message sent, in the form of a calculated expression that will be evaluated when the event is triggered. |
Text (field TEXTE) |
This field is used to define the main content of the message. It is written as free text which includes logical expressions (calculation formula) between two vertical lines that serve as separators. For example, it is possible to write such contents as : The event which occured on | num$(date$) | generated this sending by | GUSER |. |
Specific Buttons
Validation |
Generates the corresponding Workflow event and validates it. |
Copy
This button is used to copy the record definition from or to another folder. Block number 1
Block number 2
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