Email Notifications screen (Process Activities)

Sends an email notification from any activity when an event occurs in a process.

Background and Setup

Video: Add an E-mail Activity

Video: Process-Based App

Examples

(Example) Create a Process-Based App (Modern)
(Example) Configure an Email Activity (Notify Requester If Requested Hours Not Available)
(Example) Configure an Email Activity (Notify Requester - On Manager Approval)
(Example) Configure an Email Activity (Notify Requester - On Manager Rejection)
(Example) Link to a File from an E-mail
(Example) Show a Subform in an E-mail Notification
(Example) Create Zoom Meeting
Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Good to Know

Different types of tasks have different tabs and different settings.

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, drag any activity onto your process.
Configure the activity.
On the configuration screen, click Advanced > Email Notifications.

Email 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.

Prerequisites

Before you can select an email template, you must create one.
For more information, refer to Email Template Configuration screen.

Fields

Field Name	Definition
Initiation	Description: Specifies the name of an email template used to send a message when the task starts.
Reminder	Description: Specifies the name of an email template used to send a message when a task is Overdue.
Reassignment	Description: Specifies the name of an email template used to send a message when the task is Reassigned to new participants.
Completion	Description: Specifies the name of an email template used to send a message when a task is Completed.
Overdue	Description: Specifies the name of an email template used to send an email notification when the activity becomes overdue at runtime.
Email Template list	Description: Identifies the email 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. Allowed Values: A list of email templates in your AgilePoint NX environment. Default Value: None
Create	Opens this Screen: Email Template Configuration screen Function of this Screen: Configures the email template for an email notification.
Edit	Function: Changes the content for the selected email template. To Open this Field: In the Email Template List field, select a template.
Email Template Preview	Description: Shows a preview of the selected email template. Allowed Values: Read only.
Start _ before task expires	Description: Specifies a start time for the reminder, relative to the value of the Time to complete for the task. To Open this Field: On the Email Notifications screen, click the Reminder tab. Allowed Values: A number of minutes, hours, days, or weeks. Default Value: 1 Day
Frequency	Description: Specifies the frequency to send a reminder email. To Open this Field: On the Email Notifications screen, click the Reminder tab. Allowed 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	Description: Specifies to use your work calendar for date calculations. To Open this Field: On the Email Notifications screen, click the Reminder tab. Allowed 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.