Console

Create Custom Workflow Messages

Console allows users to set up custom workflow messages to notify users with a report summary. Console is delivered with a weekly Map status; however, additional workflow messages can be added.

Before adding the workflow message, create the workflow views and register them in System Administration.

To create the message:

Create the Message

To create a custom workflow message:

  1. Select Advanced Configuration > Workflow Message Summary in the Navigationpane.

  2. Click Add.

    View the field descriptions for the Workflow Message Summary page

  3. Enter the user-friendly name of the workflow in the WORKFLOW NAME field.
  4. Select a message type from the MESSAGE TYPE ID list box to determine the type of workflow message to send to users.
  5. Click Save.
  6. Click the Vertical View icon to configure the workflow message.

  7. Click Edit on the Page toolbar.

    View the field descriptions for the Workflow Message Summary page's Vertical View

  8. Select a schedule from the Schedule ID list box to control when the workflow email is sent. These schedules are defined in Common. Refer to Create Schedules fro detailed information.
  9. Enter text to display in the body of the workflow email in the Workflow Body Template field. Use standard dynamic substitution enclosed in hashtags (#) to customize the workflow body at run time.
  10. Enter a color code in the Workflow Header Color field to configure the color of the header column in the workflow message.

  11. Enter a color code in the Workflow Row Color to field configure the color of the row color in the workflow message.

    NOTE: Text within workflow messages is converted into HTML tables in the workflow email. Use the Workflow Header Color and Workflow Row Color fields to configure the table colors. Use BG color codes and this standard: bgcolor-#[color code].

  12. Click Save.

Continue with Add Users to Workflow Message.

Add Users to Workflow Message

A user’s email address is pulled from their user profile created in System Administration.

To add users to the workflow message:

  1. From the Workflow Message Summary page’s Horizontal View, click the Users icon for the workflow name.
  2. The page opens in Add mode if no users have been added. If users exist on the page, click Add.

  3. Select a user name from the USER ID list box. The user must be a valid user set up in System Administration with security to Console.

    View the field descriptions for the Workflow Message Summary User page

  4. Click Save.

Continue with Register Workflow Views.

Register Workflow Views

The workflow views must be created and registered in System Administration before being added to the workflow summary.

To register workflow views in Console:

  1. From the Workflow Message Summary page’sHorizontal View, click Views for the workflow name.

  2. Click Add on the Page toolbar.

    View  the field descriptions for the Workflow Summary Views page

  3. Enter a sort order in the PRIORITY field to control the order in which the view is run, if more than one view is registered for a single workflow message.
  4. Select a data source from the DATA SOURCE ID list box that indicates where the workflow views are stored.
  5. Select a view from the VIEW NAME list box.
  6. Click Save on the Page toolbar.
  7. Click the Vertical View icon to further configure the view registration.

  8. Click Edit on the Page toolbar.

    View the field descriptions for the WorkFlow Summary Views Vertical View

  9. Enter a title for the summary information that will appear in the workflow for this view in the Title field.
  10. Enter a sort order used to sort the data in the workflow in the Order BY field.
  11. Click Save.

Continue with Process Workflow.

Process Workflow

The workflow is configured to run on a schedule (configured in the Schedule ID field). The NEXT RUN TIME field displays the next date and time the workflow is scheduled to run. However, the workflow can also be run immediately, ignoring the Next Run Time.

To process a workflow message immediately:

  1. From the Workflow Message Summary page’s Horizontal View, click the Process icon for the workflow name; a confirmation message displays.
  2. Click Ok.