Configuring the Setup Tab

To configure the Setup tab:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open a request type.

  3. In the Request Type window, click the Notifications tab.

  4. Click New.

    The Add Notification for Step window opens to the Setup tab.

  5. In the Options section, complete the fields described in the following table.

    Field Name

    Description

    Description

    Brief description of the notification.

    Event

    Type of event that triggers notification transmission. Field Changes is the default and cannot be edited.

    Interval

    A notification can be sent at different intervals. For example, you might choose to send a notification of a final approval step at midnight so that it is ready for approval in the morning.

    Note also that multiple notifications to a single recipient can be brought together in a batch and sent together. Selecting an interval other than Immediate allows this batch and send to occur.

    The available interval options are:

    • 8:00AM Daily M-F

    • Hourly Daily M-F

    • Immediate

    Field

    Selects the request type field that triggers the notification from the list. If a change occurs in the selected field, the notification is sent.

    Specific Value

    Send the notification when the selected field is the specified value. Selecting Specific Value enabled the text field. Type the value in the text field. Selecting Specific Value clears Any Value and No Value.

    Any Value

    Send the notification when the selected field is changes to any value. Selecting Any Value clears Specific Value and No Value.

    No Value

    Send the notification when the selected field is empty. Selecting No Value clears Specific Value and Any Value.

    Send on Request Submission

    Send the notification when the request is first submitted.

    Enabled

    Make the notification available to the system. Selecting Yes makes the notification available to the system.

    Don't send if obsolete

    Do not send the notification if the trigger values are no longer true. For repeating messages:

    • 8:00AM Daily M-F

    • Hourly Daily M-F

    For example, if a notification is sent hourly when the field is empty, the notification will automatically stop when the field has a value.

  6. To configure the Recipients section:

    1. In the Recipients section, click New.

      The Add New Recipient window opens.

    2. Click To, Cc, or Bcc.

    3. To specify the recipient:

      1. Enter a Username. Select a user as the recipient of the notification. Selecting a user changes the name of the auto-complete to Username. The security type dynamically changes to Username.

      2. Enter an Email Address. Select an email address as the recipient of the notification. Selecting an email address changes the name of the auto-complete to Email Address. The security type is dynamically changed to Email Address.

      3. Enter a Security Group. Select a security group as the recipient of the notification. Selecting a security group changes the name of the auto-complete to Security Group. The security type is dynamically changed to Security Group.

      4. Enter a Standard Token. Select a standard token to act upon the workflow step. Selecting a standard token changes the name of the auto-complete to Standard Token. The security type is left undefined. Select a standard token from the auto-complete. The Security Type field is defined based on the standard token chosen.

      5. Enter a User Defined Token. Select a user defined token to act upon the workflow step. Selecting a user defined token changes the name of the auto-complete to User Defined Token. The security type is dynamically changed to a list. The Tokens button is enabled. Click Tokens to open the Token Builder window and select a token. Select one of the following from the list:

        • Username. The selected token resolves to a username.

        • User ID. The selected token resolves to a user ID.

        • Security Group Name. The selected token resolves to a security group.

        • Security Group ID. The selected token resolves to a security group ID.

    4. Click OK.

  7. On the Setup tab, click OK.