reminder using email

8/13/2019 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


*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


$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.

reminder using email

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