Send Notifications

Use the notify activity to generate and send email notifications to users that you specify. You can create custom email notification templates.

To send email notifications:

  1. On the Activities palette, expand System and drag and drop a Notify activity onto the process flow.
  2. Configure the properties for the notify activity.
    1. Double-click the notify activity in the process flow, to open its properties pane.
    2. In the properties pane of the activity, enter the name and description for the notify activity.
    3. In the Send an e-mail section, enter the following information:

      Note:

      The combined character limit of To, Cc, Bcc, and Reply fields is 200. To add more recipient email addresses, you can add multiple notification activities.
    4. To test the process flow without waiting for all activities in the process to be implemented, select Draft checkbox.
  3. To send a plain email notification message, select Body and enter the message in the Body field.
  4. To send a customized email notification, select Template.
    1. To use the default template, select Default Template from the drop down.
    2. To create a custom template, in the Manage Email Templates section, click the plus icon.
      Enter the name of the template and the html template for the notification message. You can also create a copy of the default template and modify it to your requirements.