In this article:

Step Description

Email Parameters

Events

Creating the Send Email Notification Step

For the step for creating automatic email notifications:

Open the wizard

To send email notifications, send parameters should be set up on the Email Send Parameters/Parameters page in the business process administration wizard in the web application or in the Parameters Setup and Business Processes Administration dialog box in the desktop application.

After the basic step properties have been determined, click the Next button on the first page of the wizard.

Step Description

The next wizard page is Step Description:

Determine the following for the Send Email Notification step on the Step Description page:

If the list does not contain the required group of users, click the Open Security Manager button. The dialog box of security manager of Foresight Analytics Platform, which enables the user to create the required group of users.

Enter a numeric value of step execution time and select a time measurement unit in the list: minute, hour, day (default), week, month, quarter, half-year, or year.

To determine time, by which step must be finished, select the Finish Step By checkbox. When the Minute or Hour measurement units are selected, this box is hidden.

If the step is not finished by the scheduled execution period, the step status becomes Expired.

The step execution period impacts the whole process execution period, which is determined during process start.

After the parameters have been determined on the Step Description page, click the Next button.

Email Parameters

The next wizard page is Email Parameters:

Determine the following for the Send Email Notification step on the Email Parameters page:

NOTE. The list of variables varies depending on where email notification sending is specified: setting up process events, setting up events in step wizard, setting up email parameters for the Send Email Notification step.

NOTE. Viewing objects by link is executed in the web application. Make sure that the web application is created, there are objects in it, to which there are links, and the web application URL is specified on the Parameters page of the Parameters Setup and Business Processes Administration dialog box.

NOTE. One email can contain maximum 10 attached files. There are constraints depending on the email service in use, for example, Gmail does not accept attached files size greater than 25 Mb.

NOTE. When importing HTML file, the email contents is replaced by HTML code.

Determine for the Fore method:

To edit the selected assembly, click the button.

To create a unit, click the button.

Sub <Fore method name>(Sender: IBProcessInstance; Args: IBProcessEmailEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

To refresh the methods list, click the button.

To copy method signature, click the button.

NOTE. It is unavailable to insert images via HTML mode, use the Attach File option.

After the parameters have been determined on the Email Parameters page, click the Next button.

Events

The next wizard page is Events:

To create a list of executed operations:

  1. Select the tab with the configured event on the Events wizard page. The following events are available:

  1. Click the Add button on the toolbar and select the added action:

To edit the selected unit, click the Edit button.

To create a unit, click the Add button.

Sub <Fore-method name>(Sender: IBProcessInstance; Args: IBProcessStepStateEventArgs);

Parameter:

Sender. Process instance.

Args. Event information: step, step old state, new state.

To refresh the methods list, click the Refresh List button.

To copy method signature, click the Copy Signature button.

NOTE. The number of added actions is unlimited.

To change the order of executed actions, use the Move Up and Move Down buttons on the toolbar of the Events wizard; to delete, click the Delete button.

The list of automatically executed actions can be empty.

To determine parameters on the Events page, click the Finish button.

Click the Finish button to exit the wizard.

After creating the process steps, proceed to setting up steps execution conditions.

See also:

Creating Stage Steps