Download - Reminder Using Email
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Requirement:
When an Activity is exceeds the planned start date, the reminder (i.e.) Email is send
to the owner of the activity.
Steps to setup the Email notification:
To sending email the Communications anagement Component !roup must "e
ena"led. #erify the Communications anagement Component !roup is ena"led or
not. $f not ena"led go to the application and go to %ite ap& Administration ' %erver
Configuration& Enterprises. %elect the Component !roups Ta" and select the
component group and ena"le.
Create a Communication Profile:
To sending email must create a communication profile.
!o to the application and go to %ite ap& Administration Communications&
Communications rivers and *rofiles. %elect the $nternet %T*+**- %erver
Communication river in the a"ove applet.
Create *rofile in the second applet. !ive the *rofile ame / Email.
!ive the profile parameters as follows0
Note:!ive this profile name to the Comm*rofile $nput Argument in the ut"ound
Communications anager 1usiness %ervice.
ame #alue
2rom Address Give any Email Id
%T* %erver Give particular SMTP Server
%T* Account ame Give particular SMTP ccount
Name
SMTP ccount
Pass!ord
Give particular SMTP ccount
Pass!ord
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"or#flo! Process:
Wor3flow process is used to send an Email using the 1usiness %ervice.
%end the Email to the particular owner so 4uery the owner Email$d using the
4uery %ie"el peration.
"or#flo! Process $ %:
Create the wor3flow process to 4uery the wner Email$d. This is the %u"*rocess of
the "or#flo! Process $ &.
Create a new Wor3flow *rocess using %ie"el Tools. !ive the following
property values
o *rocess ame / W2 for 5uery wner Email $d
o Wor3flow ode / %ervice 2low
o
*ro6ect / Wor3flowo 1usiness "6ect / Contact
Create one *rocess *roperty to retrieve the Email$d and process as
utput Arguments. *rocess *roperty ame as 7Email $d8.
esign the Wor3flow shown "elow
%et the %ie"el peration step to 5uery the particular Email$d.
o 1usiness Component / Contact
o peration / 5uery
9ight clic3 the %ie"el peration step and clic3 the %how utput Arguments
and set the followings
*roperty
ame
Type 1usiness Component
ame
1usiness
Component 2ield
Email Id 'usiness
Component
Contact Email ddress
9ight clic3 and select the #alidate to validate the process.
!ive the 9ow $d to the "6ect $d:s efault %tring field and %imulate the
Wor3flow *rocess to chec3 the *rocess *roperty 7Email $d8 is retrieve the
Email Address or ot.
eploy the Wor3flow *rocess. ow the Wor3flow *rocess is %tored to the
9epository Ta"les.
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!o to the application and go to %ite ap& Administration 1usiness
*rocess& Wor3flow eployment. 5uery for the Wor3flow *rocess we
Created and Activate this to using the Activate 1utton on the a"ove
applet. ow only the Wor3flow *rocess is loaded to the 9untime Ta"les.
"or#flo! Process $ &:
Create the Wor3flow *rocess to sending Email to the wner of the Activity.
Create a new Wor3flow *rocess using %ie"el Tools. !ive the following
property values
o *rocess ame / W2 for %ending Email
o Wor3flow ode / %ervice 2low
o *ro6ect / Wor3flow
o
1usiness "6ect / Action Create two *rocess *roperties to retrieve and process as $nput+utput
Arguments.
;. ame / wner 9ow $d
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9ight clic3 the %ie"el peration step and clic3 the %how utput Arguments
and set the followings
*roperty
ame
Type 1usiness Component
ame
1usiness
Component 2ield
(!ner
Ro! Id
'usiness
Component
ction Primary (!ner
Id
$n the %u" *rocess step set the %u"process ame / W2 for 5uery wner
Email $d.
9ight clic3 the %u" *rocess step and clic3 the %how $nput Arguments and
set the followings
%u"process $nput Type *roperty ame
()*ect Id Process Property (!ner Ro! Id
9ight clic3 the %u" *rocess step and clic3 the %how utput Arguments and
set the followings
*roperty ame Type %u"process utput
(!ner Email Id (utput
r+ument
Email Id
%et the 1usiness %ervice step to %end essage to the particular Email$d.
o 1usiness %ervice ame / ut"ound Communications anager
o 1usiness %ervice ethod / %endessage
9ight clic3 the 1usiness %ervice step and clic3 the %how $nput Arguments
and set the followings
$nput
Argument
Type #alue *roperty ame
Comm*rofile =iteral Email $
sg%u"6ect =iteral >i this is from
%ie"el Activity.
sg1ody =iteral >i you forget
one scheduled
activity.
sgTo=ist *rocess
*roperty
(!ner Email Id
ProcessMode ,iteral Remote $
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eploy the Wor3flow *rocess. ow the Wor3flow *rocess is %tored to the
9epository Ta"les.
!o to the application and go to %ite ap& Administration 1usiness
*rocess& Wor3flow eployment. 5uery for the Wor3flow *rocess we
Created and Activate this to using the Activate 1utton on the a"ove
applet. ow only the Wor3flow *rocess is loaded to the 9untime Ta"les.
2or invo3ing a Wor3flow *rocess through Wor3flow *olicy Create a *olicy
!roup, *olicies, and Actions.
Create *olicy !roup go to the application and go to %ite ap&
Administration 1usiness *rocess& *olicy !roups.
o ame / Email %ending
Create *olicy go to the application and go to %ite ap& Administration
1usiness *rocess& *olicies.
o ame / Email *olicy
o Wor3flow "6ect / Activity
o *olicy !roup / Email %ending
Create Conditions for the *olicy. When the conditions are met this policy
was trigger.
Condition 2ield peration #alue
Activity Type - Call
Activity %tatus - .ueued
ctivity Start
/ate
0- Current $ %:1:1
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Create the Action for this *olicy go to the application and go to %ite ap&
Administration 1usiness *rocess& Actions.
o ame / Email Action
o *rogram / 9un Wor3flow *rocess
o Wor3flow "6ect / Activity
$n the Arguments =ist Applet give the following arguments.
o Argument / *rocessame
o #alue / W2 for %ending Email
!o "ac3 to the *olicies view and 4uery the policy we created and set the
Action we created in Actions applet (-rd).
Create and Run a *o) for Generate Tri++ers:
When the *olicy Conditions are created or updated the !enerate Trigger Component
must "e run.
!o to the application and go to %ite ap& Administration ' %erver
anagement& ?o"s. Create new 6o" for the component !enerate Trigger.
%et the parameters in the parameters list applet as follows.
o E@EC / True
o *rivileged ser / %$E1E=
o *rivileged ser *assword / %$E1E=
o 9emove / True Clic3 the %tart "utton to run this 6o". When it is successfully completed the
triggers are removed.
To generate the new triggers must create a new 6o" for the !enerate Trigger
Component as follows.
o E@EC / True
o *rivileged ser / %$E1E=
o *rivileged ser *assword / %$E1E=
o
9emove / 2alse Clic3 the %tart "utton to run this 6o". When it is successfully completed the
new triggers are generated successfully.
Create a "or#flo! Monitor +ent:
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Wor3flow *olicy !roups are invo3e and handled "y the Wor3flow onitor Agent. To
invo3e the policy group (we created) to create a new Wor3flow onitor Agent.
!o to the application and go to %ite ap& Administration ' %erver
Configuration& Enterprises& Component efinitions Ta" and 4uery and copy
the Wor3flow onitor Agent and enter the ame, Alice name, Component
!roup for this component. And give the following parameters for the
component.
o !roup ame / Email %ending
o efault Tas3s / ;
Ena"le this component and synchroniBe it. And restart the %ie"el %erver and
!ateway %erver.
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2or Chec3 the results go to the application and go to %ite ap& Activities&
Activity =ist. Create an activity as follows.
o escription / Email Chec3ing
o Type / Call
o %tatus / 5ueued
o %tart / !ive the current date ; or < days.
%tep of the record and chec3 it.