Defining and Configuring Notifications

Use

In Guided Procedures (GP) design time, you can define and configure notifications to inform users about approaching activity deadlines. Notifications are available for:

Actions
Processes

A due date is the point by which an action or a process must have been completed. You can set notifications that occur before or on the due date. For each notification you can choose to execute a particular callable object.

For a particular process or action, you can create only one due date notification. The date of this notification is displayed in the GP worklist in the portal. The number of all other notifications set before the due date is not limited.

Procedure

In the gallery, select an action or a process and choose Open….
The item's design time opens.
To switch to edit mode, choose (Edit).
Open the Due Date tab page.

Adding Notifications

Choose Add Due Date (Add Notification).
Enter a title.
Select one of the following notification types:
- Date - specify the exact date for the item's completion.
- Duration - specify the exact period for item's completion.
- On Assign -available for actions if the notification is not for a due date.
  You use this type of notification whenever you want to inform a user that a task has been assigned to him or her. The task appears as a worklist item in the portal.
- On Deassign - available for actions if the notification is not for a due date.
  You use this type of notification whenever you want to inform a user that a task has been removed from his or her worklist and assigned to a different user.
Select a callable object to be executed. For example, you can select an object that sends an e-mail to the action processor, notifying that the action has expired.
To assign a callable object to the due date or to the notification, use Choose, select the callable object and choose Select.
Once chosen, you can map the parameters of the callable object to those of the action or process. You can also set default values for them. To do that, use Map.
Note

When you create On Assign or On Deassign notifications, an additional parameter structure (NOTIFICATION PARAMETERS) is automatically created in the action context, which you can use in the consolidation phase. It holds important information about the activity and its processor, such as:
- Activity ID, Start Date, Task URL, and so on
- User ID, User First Name, User Last Name, and so on
Choose OK.
The new due date or notification appears in the notification's list.

Note

To determine whether a notification is a due date, check if the Due Date indicator is enabled.

Editing Notifications

From the notification's list, select the notification you want to edit.
Choose Edit.
Change the configuration, following the instructions for a new notification.
Optionally, you can modify notifications during process initiation.
To be able to do that, enable the Allow changes at instantiation indicator.

Note

This step is available only for processes.
To confirm the changes made, choose (Save).
Whenever newer versions of the notification callable objects are available, the status of the older versions changes to (Deprecated). To update a deprecated object, select the notification from the list and choose Update.

Caution

Parameter mapping is preserved, unless the parameters of the new object version are different. In this case, you need to define mappings again.

Deleting Notifications

From the notification's list, select the notification you want to delete.
Choose Remove.
The notification is deleted from the list.

Result

The process or action must be executed prior to the due date that you have configured.

If it does not reach status Completed before that date, the selected callable object for notification is executed.