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 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.