Process Instance Notification screen

Sends an email notification when an event occurs in a process instance — for example, when a process instance is suspended or cancelled.

Figure: Process Instance Notification screen

Process Instance Notification screen

Prerequisites

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, click Misc > Process Instance Notification.

    Click Process Instance Notification

Fields

Field NameDefinition

Process Started

Description:
Specifies the name of an email template used to send an email notification when a process instance starts.

Suspend

Description:
Specifies the name of an email template used to send an email notification when a process instance is suspended.

Cancelled

Description:
Specifies the name of an email template used to send an email notification when a process instance is cancelled.

Completion

Description:
Specifies the name of an email template used to send an email notification when a process instance is completed.

Email Template list

Description:
Identifies the email template 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 the AgilePoint NX tenant.
Default Value:
None

Create Add New SMS Template icon

Opens this Screen:
Email Template Configuration screen (Email Notifications)
Function of this Screen:
Configures the email template for an email notification.

Edit Edit icon

Function:
Changes the content for the selected email template.
To Open this Field:
  1. 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.