(Example) Configure an E-mail Activity to Notify the Requester for the Leave Approval in the Absence Request Process

Good to Know

• For a list of limitations for AgilePoint NX example documentation, refer to (Example) Create a Process-Based Application.

How to Start

1. (Example) Create a Process-Based Application for an Absence Request.
2. (Example) Start an Absence Request Process with an eForm.
3. (Example) Create an eForm to Set Available Leave Hours.
4. (Example) Configure a Condition Activity to Check the Leave Hours Available in the Absence Request Process.
5. Do one of these:
   • (Example) Create a Manager Approval Task with a Standard Task Activity.
   • (Example) Create a Sequential Approval Task.
   • (Example) Create a Parallel Approval Task.
6. (Example) Configure an E-mail activity to Notify the Requester if the Leave Hours Are Not Available.
7. (Example) Configure a Condition Activity to Check the Leave Approval Status in the Absence Request Process.

Procedure

1. In the Process Builder, in the Activity Library, open the Common tab.
2. On the Common tab, drag the E-mail activity onto your process.
3. On the General Configuration screen, in the Display Name field, enter Notify Requester - On Manager Approval.

   
   
   

4. Click Next.
5. On the E-mail Notifications screen, click Add to add a new e-mail template.

   
   
   

6. On the E-mail Template Configuration screen, click the Header tab.
7. In the E-mail Template Name field, enter Notify Requester - On Manager Approval.

   
   
   

8. In the To field, drag the ProcessInitiator process data variable from the Process Data > System Data screen.

   
   
   

9. In the Priority field, select Normal.

   
   
   

10. Click the Content tab.
11. In the Subject field, enter Absence Request #${/pd:AP/pd:formFields/pd:RequestID} - Manager Approved.

    To get ${/pd:AP/pd:formFields/pd:RequestID}, drag the RequestID process data variable from the Process Data > Form Data screen.

    
    
    

12. On the e-mail body, enter these:
    1. Dear ${/pd:AP/pd:formFields/pd:EmployeeFullName},

       To get ${/pd:AP/pd:formFields/pd:EmployeeFullName}, drag the EmployeeFullName process data variable from the Process Data > Form Data screen.

    2. Your absence request has been approved by your Manager.
    3. Comments: ${/pd:AP/pd:formFields/pd:ManagerComments}

       To get ${/pd:AP/pd:formFields/pd:ManagerComments}, drag the ManagerComments process data variable from the Process Data > Form Data screen.

    4. Report View: Click Here

       You must add the hyperlink of your report to the text Click Here.

    5. Visual Process Monitor: Click Here

       You must add the hyperlink of your process to the text Click Here.

    6. Thanks

    
    
    

13. Click OK.
14. The Process Builder shows the Notify Requester - On Manager Approval e-mail activity in the example absence request process.