Unit 17: Including "Send Notification" into the Workflow Definition 

Use

You have created a complete workflow with which a notification of absence can be created, revised and approved.

In this unit, you will insert a step in the workflow definition that sends a notification to the requester after the request has been approved.

Procedure

You start the Workflow Builder and open your workflow definition in Change mode. Proceed as described in Unit 7: Including "Check Notification of Absence" in the Workflow Definition.

A separate step type is available for the sending of mails.

  1. Select the outcome Approved of the step Check notification of absence and choose Create in the context menu.
  2. The dialog box Select step is displayed.

  3. Choose Send mail.
  4. The step definition is then displayed. The input fields required for sending a mail are found on the tab page Mail.

  5. Due to the fact that the mail is to be sent to the requester (the workflow initiator), you do not need to change the standard settings. Inspite of this, choose the entry Workflow initiator in the field Recipient type.

When entering a recipient, you must first select a recipient type. The entries have the following meanings:

When you change the recipient type for the first time, the system automatically creates the necessary task for this step. You must also enter the abbreviation and the name of this task.

  1. Enter the basic data for the task:
  2. Abbreviation: <ini_nottxt>

    Name: <Notification request accepted (ini)>

    In the Create Object Directory Entry dialog box, choose Local object.

  3. Enter the following text for the mail subject:
  4. <Your leave request was reserved>

  5. Enter the following text that the system is to send to the requester if the request is approved:
  6. <Dear colleague,

    Your leave request number &AbsenceForm.Number& from
    &AbsenceForm.CreateDate& was approved on &AbsenceForm.ApprovDate& by &AbsenceForm.Approver.Name&.>

    If you want to include an expression that is to be replaced at runtime, choose . Choose the expression from the container elements of the workflow container. The system automatically creates a container element in the task container and adds the binding definition.

  7. Choose .

Activating workflow definition

  1. Choose .

The workflow definition is checked, saved, and, provided it does not contain any errors, activated. The system displays a message if problems are encountered during the test.

Test

Test your workflow definition in the usual way.

You receive a mail when your "superior" has approved your "notification of absence". You find the mail in your Business Workplace in the folder Inbox ® Unread documents.