Notify Tab

Use the Notify tab to specify default options and addresses for automatic email notification of the success or failure of a process. The process report generated when a process completes is automatically sent as an attachment.

Note: Before using email notification, the desired email program must be installed. For Windows, the email client must be defined as the default, and set up to interface with MAPI. For UNIX or Linux, a valid copy of SENDMAIL must be configured correctly.

In an action request editor, you can click Get Site Defaults on the Notify tab to populate it with the defaults specified on the Notify tab in Personal Options.

personal optoins notify tab, explained below

Grid Details

The Notify tab contains the following details:

Send
For each email address you list, click to select an option to send a message as determined by the outcome of the process. You can select Always, Success, or Failure.
Email Addresses
Enter an email address to which notification is sent with a process report at the completion of the process. Enter one address per line.

Send Test eMail

Right-click a grid row and select Send Test eMail to validate the email address.

Email Transport

Click this button to display the Email Transport dialog so that you may activate and configure the Collaboration Data Object (CDO) transport to send email. If you don't click this button, email is sent using the Simple Mail Protocol Transport (SMTP).

Note: You must use the CDO transport if the email client on the server requires logon credentials to send an unattended message or requires user input when SMTP is used to send a message. Also, select the CDO option if the server uses a Microsoft Outlook client (version 2000 or later) to send messages through a Microsoft Exchange server.
email transport dialog, explained below

Activate Collaboration Data Object Transport

If you use the SMPT email transport, keep this check box cleared (default) and select OK. A popup will ask you if you want to connect without entering a password. If you use the CDO email transport, select this check box to enable the dialog and continue entering information.

Set from one of these known Email Servers

Click to select an account from the list and populate the remainder of the Email Transport dialog with information for the selected account.

Exchange Server Name or Internet SMPT Outgoing Server's Name

Type an exchange server name or internet address.

Port (if not standard)

Type a port name or leave blank (default port).

Sender's mailbox (From address)

Type the sender (From) email address.

Email account logon

Type the email logon name.

Logon domain

Type the domain name.

Email account password

Type the password. A blank password is valid if the account allows it; a prompt will confirm that you want to connect without entering a password.

Send Test Email

Click this button to send a test email to your mailbox.

Note: It is recommended that you send a test email to ensure that the information you entered is sufficient to send an email. If you do not receive the test email, make the necessary corrections to the information you entered.