september 2019 oracle primavera unifier customizing...
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Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe
surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.
Unifierasaworkflowdriventoolroutesemailstouserswhoneedtoviewortakeactionondocuments.Thereareseveraloptionsthatcanextendtheusefulnessoftheseemailnotificationsforendusers.Thesefeaturesinclude:
1. AdditionalContent—addingdataelementstoemailbody2. Includingrecordattachments3. Includingacustomprintinsteadofdefaultprint4. ActionButtons—optionstoincludeornot
TheseoptionsarefoundinUnifierundereithertheuDesignerBPdesignorundertheConfigurationBPSetup.ThistippresumesthatyouhavealreadydesignedyourBP,sowewillfocusonlyontheseoptions.ADDINGADDITIONALCONTENTTOEMAILBODYUnifierincludesbasicdataelements(likerecordnumber)inthebaseemail.Ifyouhavecustomdataelementsthattheuserneedstoidentifytheirrequiredactions,youcanaddthesetothedesign.
1. InuDesigner,openyourBPdesigninDraftmode2. Inupperforms,opentheViewFormfortheBP3. ClickonView,EmailNotificationElements4. InthewindowclicktheAdd/Deletebuttonstoaddorremovedataelementsandthenuse
theMoveup/downtochangetheirorder5. ClickApply,andthenOKtosave6. ClickSaveontheViewformscreen7. CompleteandDeployyourBPdesign
Oncethisisdeployed,thesenewelementswillprintinthebodyoftheemail,providingtheuserswithmoreusefulinformation.
SEPTEMBER 2019 ORACLE PRIMAVERA UNIFIER
CUSTOMIZING EMAIL NOTIFICATIONS
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CUSTOMIZING EMAIL NOTIFICATIONS
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CUSTOMIZING EMAIL NOTIFICATIONS
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INCLUDINGRECORDATTACHMENTSAlsousefulforusersistheoptiontoroute/includerecordattachmentswhenrequestingreviews,particularlyifyouareenablingtheactionbuttonstorespondviaemail.
1. OpentheBPSetup,WorkflowSetupinyourshellortemplate.
*Note:Typicalpracticeisyouwouldupdateyourtemplateandpushthesechangesouttoindividualshellsafterchanging.
2. SelectthesteptomodifyandlookfortheEmailNotificationsblock.3. Hereyoucanconfigurethefollowing:
a. Enableresponseviaemaili. ThiswilladdActionbuttonsintheemailallowingusertojustclickabuttoninthe
email.ii. Youcanhavestepsallowingactionsandotherswheretheymustlogintotakethe
action.
*Note:thesubsequentstepmustbesettoPreassignedinordertoenableactionbuttons.
b. IncludingAttachmentsi. Includebothrecordandlineitemattachments—automaticallysendsattachments
foruserreview.
*Note:iftheemailserverissettolimitattachmentsize,Unifierwilladdanoteatthebottomoftheemailstatingthatsomeattachmentswerenottransmittedsinceitwastoolarge.
c. Includingrecordinformationasattachmenti. Youcanincludethedefaultrecordattachment(transcriptofrecord)oryoucan
overrideandincludeoneofyourcustomprints.d. EmailContent
i. Inaddition,youcanincludestandardboilerplatecontenthereifyouwantalltoincludethesametext/language.
4. Repeattheseconfigurationoptionsforeachstepyouwanttocustomize.5. ClickApplyandOKtosaveWFsettings.6. UsetheUpdateShellsoptiontoupdatetheappropriateprojectswiththesechanges.
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CUSTOMIZING EMAIL NOTIFICATIONS
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Utilizing theseoptions inUnifierwillprovideamoreusefulandproductiveexperience forUnifierusersreceivingemailnotifications.EachBPcanbecustomizedinthisfashion.Onecaveat is that theseareemailnotificationsandthechangesaffectbothactionemailsandCCemailsbutonlyatactualactionsteps. (SothesechangeswillnotbevisibleifyouCCauserwhengoingtotheENDstep,forexample.)