Console

Add Contacts for an Object

Contact information can be associated with an Object to send workflow emails to contacts during object creation and when working with decisions. Users, whether registered in the platform or not, can be notified via email of any Object design changes.

NOTE: Contacts may or may not be platform users or members of the Project Team.  Often they are subject matter experts in the Business Units.

NOTE: Contacts can be added for targets in Target Design. Refer to Add Individual Target Contacts for more information.

To add a contact in Console:

  1. Navigate to the Objects page.

    2. NOTE: Access the page by:
    Selecting Elements > Object on the Navigation pane,
    Or
    Clicking the Objects icon on the Wave: Process Areas page and clicking an object in the OBJECT ID column.

  2. Click theContacts icon for the object.
  3. Click Add.

    View the field descriptions for the Object Contacts page

    NOTE:The CONTACT list box displays all users registered in the platform. Users who are not registered in the platform can be added by clicking the + sign at the top of the list box.

  4. Select a user name from the CONTACT list box.
    Or
    Enter a name in the list box and press Enter.

  5. Select a job function from the POSITION list box.

    NOTE: Refer to Configure List Box Values for information on how to modify Position options.

  6. Enter a telephone number in the PHONE field.
  7. Enter a valid email address in the EMAIL field.
  8. Enter an address/office in the LOCATION field.
  9. Select an option in the TIME ZONE list box.
  10. Enter additional comments about the contact in the COMMENT field.
  11. Click the SEND WORKFLOW check box to indicate the contact should be notified when an Object design change occurs or when a decision is modified. Refer to Add Decisions for an Object for more information.
  12. Click Save.