E-mail Notifications screen

Specifies the email notifications for your activity.

Note: Different types of tasks have different tabs and different settings. Your task may not show all of these.
Figure: E-mail Notifications screen

E-mail Notifications screen

Video: Create an E-mail Notification for a Task

Examples

How to Start

  1. On the App Explorer screen, do one of these:
  2. In your process, add an activity or change an activity.
  3. On the E-mail Notifications screen, click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

Fields

Field Name Definition

Initiation
Function:
Specifies the name of an e-mail template used to send a message when the task starts.

Reminder
Function:
Specifies the name of an e-mail template used to send a message when a task is Overdue.

Reassignment
Function:
Specifies the name of an e-mail template used to send a message when the task is Reassigned to new participants.

Completion
Function:
Specifies the name of an e-mail template used to send a message when a task is Completed.

E-mail Template list
Function:
Identifies the e-mail template you want to use for the specified notification type — for example, for reminders or task completion. The text above this list varies, depending upon the context.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
A list of existing e-mail templates.

These templates are created in AgilePoint Enterprise Manager. For more information, see the Manage Center online help.

Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

E-mail Template Preview
Function:
Shows a preview of the selected e-mail template.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
Read only.

Start at _ before task expires
Function:
Specifies a start time for the reminder, relative to the value of the Time to complete for the task.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
A number of minutes, hours, days, or weeks.
Default Value:
1 Day
Example:
Refer to:

Frequency
Function:
Specifies the frequency to send a reminder email.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
  • Once - Specifies to send the reminder email only one time.
  • Every - Specifies the frequency to send repeated reminder emails. You can specify a number of minutes, hours, days, or weeks, whether to use business time and whether to stop sending the reminders after the task expires, or after it is inactive for some other reason.
Default Value:
None

My Organization's Business Time
Function:
Specifies to use your work calendar for date calculations.
To Open this Field:
  1. On the Email Notifications screen, click the Reminder tab.
Accepted Values:
  • Deselected - Uses your work calendar for calculations.
  • Selected - Does not use your work calendar for calculations.
Default Value:
Deselected
Example:
The Business Time field is set as selected, and business hours of work calendar are configured as 9 AM to 5 PM. If the task with completion time 8 hours is entered at 1 PM on Monday, then the task must be completed by 12 PM on Tuesday.