Notification Robot

The Notification robot node

sends an email message to a specific recipient with content you have entered.

The General tab allows you to specify the basic attributes of the robot.

• Enter a name for the notification in the Name field. This is a required field.

• In the Category field, select an option from the drop-down list.

There are several predefined Windchill categories, which are enumerated types. They are defined in wt.workflow.definer.WfTemplateCategory. New categories can be added to this file, as needed. For more information, see the enumerated types customization information in the Enumerated Types section.

• In the Responsible Role field, select a role from the drop-down list to designate who is responsible for the completion of this notification. You can designate people in this field to be notified in case of errors.

• In the Description field, enter a short description of the notification.

The Recipients tab allows you to select which user or group of users will receive the email message. You can select either users, groups, roles, actors, teams, variables, or email.

• If you choose a Group or a Team, the entire group receives the email message.

• If you choose Actors, Roles, or Variables, they are resolved to actual users at runtime.

• If you choose E-mail, the list of valid email addresses entered into the field will receive the message.

Use the following the procedure to select recipients for the email notification:

1. Click one of the following to select the respective type of recipient:

2. For all recipient types except E-mail, select a single directory service from the Service drop-down list to display only the users in a particular list.

Select All to display all users, groups, roles, teams, and variables, regardless of the service they are in.

For the E-mail recipient type, enter the E-mail Address into the field.

For more information on the LDAP service, see Working with LDAP Directory Services.

◦ You can use the * or % wild card. The specified services are searched and the matching results display in the table.

◦ The lists displayed are limited by the context from which the Workflow Template Administration utility is launched.

3. Select from the list and click >> to assign a recipient to the Recipient table. Repeat this process if you want to add additional recipients for the notification.

4. When you have finished adding recipients to the table, click OK to save the list.

The Message tab allows you to specify a subject, a notification template, and create a message body for the email.

Click the Variable button to include a variable, such as the identity information of the associated object. To manually type in a variable, use braces to delimit each variable, for example, {varname}. Use back slashes to escape the delimiter, for example, \{{ varname}}\ .

The Template drop-down list allows you to select the type of notification template to be used for the email message. By default, the NotificationRobot and NotificationRobotPlain templates are available.

Select the Use subject from template checkbox to include the pre-specified subject in the notification emails.

Because the notification template can be used for multiple kinds of notifications, selecting the Use subject from template checkbox may result in a generic subject. If you want a specific subject, use the Subject field to specify the subject that will appear in the notification email.

In the Attachment Properties section of the Attachment tab, select the content to be attached to the notification email:

• Primary Content -- attaches the content of the primary business object of the workflow

• Attachments -- attaches a literal attachment to the notification for a non-Windchill user, or a link to the object for a Windchill user

• Attributes -- attaches characteristic information of the business object to the notification

If you want the primary business object to be delivered as part of the email attachment, select the Select Process Variables option.