Component Name

The name of the component for which the message needs to be defined.

Activity Name 

The name of the activity for which the message needs to be defined.

Task Name

The name of the task for which the message needs to be defined.

Message ID

The ID of the message (Alphanumeric, 5). Click on the lens icon near the ‘Message Id’ to launch the ‘Help on message’ page. The message id can be selected from this page.

Help facility available.

Message Description

A description of the message (Alphanumeric, 40).

Notification Type

Use the drop-down list box to select the type of the notification. Refer to the topic “Classifying Messages” for details on predefined notification types.

Subject

The purpose of the message (Alphanumeric, 1000).

Message

The body of the message (Alphanumeric, 2000).

Place Holder

A space to carry the dynamic value of any workflow parameter defined for an area. It can be used in subject or in message body.

Description

The description of the parameter, which is being used by a placeholder.

Notification Type

Objective

Advanced Notification

Select “Advanced Notification” if the message is to be sent to the ‘Authorizer’ while creating the document. For example, when an employee file is created, advanced notification can be sent to the user who has to authorize the employee file.

Amendment Message

Select “Amendment Message” if the message is to be sent to the ‘Authorizer‘ on amendment.

Acceptance Notification to All

Select “Acceptance Notification to All” if the message is to be sent to all the users (from the creator, through the intermediate authorizers, till the final authorizer) after the document is authorized.

Acceptance Notification to Applicant

Select “Acceptance Notification to Applicant” if the message is to be sent to the creator/initiator/applicant only, after the document is authorized.

Cancel Message

Select “Cancel Message” if the message is to be sent to the “Authorizer’, informing the cancellation of a document. Generally, on creation of the document, the authorizer is informed about the pending authorization. But, before the authorization, the user might cancel the document/request. In such a case, the authorizer has to be informed about the cancellation.

Escalation

Select “Escalation” if the escalation message is to be sent to a superior. For example, if an authorizer has not authorized a document and it is pending for a long time, “Workflow” business component has the capability of sending escalation messages to the superior. For example, if the leave application of an employee is pending with his/her supervisor, then an escalation message can be sent, to the next level supervisor to inform about the pending action.

Forward Notification for Next Document

Select “Forward Notification for Next Document“ if the message is to be sent to an authorizer, in an area other than the workflow area, in which the initiation of the document/request happened. When a document/request has to be authorized within the same area, then “Advanced Notification” is sent to the authorizer.

Hold Message

Select “Hold Message” if the message is to be sent to all the users by the authorizer, while putting a document on hold for some time.

Message

Select “Message” if a message has to be sent to some users. To broadcast a message, set the "Notification only Required" option.

Reminder

Select “Reminder” if the message is to be sent as a reminder about the pending action.

Rejection Notification to All

Select “Reject Notification to All” if the message is to be sent to all the users in the authorization process when the document gets rejected. Messages will be sent to all the users who worked on that document (from the creator to the authorizer).

Rejection Notification to Applicant

Select “Reject Notification to Applicant” if the message is to be sent to the creator / initiator when the documents gets rejected.

Short Close

Select “Short Close” if the message is to be sent to all the users while canceling an authorized document.

The difference between “Cancel Message” and “Short Close”:

The cancel message will be sent only to the authorizer when the creator cancels the document/request, but short close message will be sent to all the users when an authorizer cancels the authorized document.

Skip

Select “Skip” if the message is to be sent to the user who will get skipped during a task. Workflow intermediate step in authorize task, can be skipped. For example, if a request is pending with a user for more than ten days, then that level of authorization would be skipped and the document would proceed to the user for the next step defined in Workflow. This option provides the facility of waiting period for authorization.

Superuser

Select “Superuser” if the message is to be sent to all the users about the action of a superuser. If a superuser performs an action on the document, the document will reach the final state immediately and all the intermediate states will be bypassed. The message will be sent to all the users defined for the document.

Information Exchange

Select “Information Exchange” if the message is to be sent through the “Post Message” option.