Configuring Message Content

You can construct the notification's message to ensure that it contains the correct information in the format you want. For example, if a notification is sent to instruct you that a request requires your approval, the message should instruct you to log onto PPM and update the request's status. The notification should include a link (URL) to the referenced request.

To make them easier to configure and use, notifications include the following:

  • Preconfigured notification templates to quickly compose your message.

  • You can compose the body of message as plain text or as HTML.

  • The notification can include multiple tokens that resolve to information relevant to the recipient. For example, you can include tokens for the URL to the request approval page, information on request status and priority, and emergency contacts.

To configure the message in a notification:

  1. In the Workflow Step window, click the Notifications tab.

  2. Click New.

    The Add Notification for Step window opens.

  3. Click the Message tab.

  4. From the Notification Template list, select a template to use for the notification.

    The Body field content is updated based on the selected template.

  5. From the Notification Format list, select HTML or Plain Text.

    The HTML format allows more flexibility in the look and feel of the notification. You can use any HTML editor to write and test the HTML code, and then copy and paste this content to the Body field.

  6. Select values for the From and Reply to fields.

  7. Construct the body of the message.

    When constructing the body, consider using the following:

    • Token for the URL to the Request Detail page. See Table 3-3. Smart URL tokens for a list of these tokens.

    • Token for the URL to the package (Workbench or standard interface). See Table 3-3. Smart URL tokens for a list of these distributions.

    • Tokens in the body of the message. Click Tokens to access the Token Builder window where you can add tokens to the message body.

    • Tokens related to specific package lines or request detail fields. Add tokens that resolve information related to the individual package line or request detail field to the Linked Token field.

  8. Click OK.

  9. From the Notifications tab, click OK.