Set up a notification email

An activity notification is a way of notifying a resource through email that work is ready in an activity and is pending in the queue.

1. In the Activity properties panel, click the Resource assignment tab.
2. To notify resources when an activity becomes pending in their work queue, select Send email.
3. Configure notification email.

   Send to	Select either option to define the recipient of the email: Group and any assigned users or roles: Sends email only to the assigned resource group (not individual members within a resource group) and any additionally assigned resources. Group members and any assigned users/roles: Sends email to each member within the assigned worker group and any additionally assigned workers. Assigned resources and groups are usable resources allocated to an activity. Email addresses are configured at the time of configuring a resource. See Create an individual resource and Create a group resource.
   Subject	Set the subject of the email to be dynamic or static. To set a dynamic value, select the variable. If the required variable is not available, you can create a new variable directly from the activity properties panel. See Create a process variable while configuring activity properties. To set the subject as plain text, click the Static icon and type the subject of the email.
   Message	Select the message of the email to be dynamic or static. If the required variable is not available, you can create a new variable directly from the activity properties panel.
   URL	A link to the location of the web page where the user can take and complete the pending activity. If the required variable is not available, you can create a new variable directly from the activity properties panel. You can click the URL within the email to view the details of the activity.
   Append associated file	If selected, appends the name of an associated file to the URL. The associated file is configured using the Associated file path property (On the Configuration tab) of the activity.

4. Click Save, which saves all activity notification settings to both the process and activity levels.

   • At runtime, when a job is created based on the process map, an email is sent to the usable resources of the activity for which the activity notification was enabled.

   • If "Append associated file" is selected, the email includes a URL where the associated file is passed as part of the TargetForm parameter. If you set the URL to http://<machine name>/TotalAgility/Forms/Custom/logon.html, the user will be logged on and redirected to the associated file.

   • When using generated forms, you must update the cancel behavior to not return to origin (Work queue page).