Configuring notifications for users and groups

On the Task Notification page, you can configure templates that Process Management will use to generate the email notifications that are sent to users and groups. You can customize and format the notifications using Process Management variables.

You configure the following types of notifications for users and groups:

  • reminders

  • task assignments

  • deadlines

To generate email notifications for a group, specify an email address for the group in User Management. (See Setting up and organizing users.) When Process Management sends an email notification to a group, each member within the group who has an email address specified receives the email notification. When a member of the group receives an email notification and wants to claim the task, the member must click the claim link in the email notification, which opens the task details page in Workspace. From there, the member can either claim or claim and open the work item.

Configure reminders for users or groups

You can send reminder notifications to the assigned user or group when a deadline to complete a task is approaching. The rules for determining exactly when a reminder notification is sent are determined by the process developer.

  1. In Administration Console, click Services > LiveCycle Process Management ES3 > Server Settings > Task Notifications.

  2. Under Notification Type, click Reminder (for users) or Group - Reminder (for groups).

  3. Select Enable Reminder or Enable Group - Reminder.

  4. (User notifications only) To include an attachment of the form and its data with the reminder email message, select Include Form Data.

  5. In the Subject box, type the text for the subject line of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  6. In the Notification Template box, type the text for the body of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  7. In the Message Format list, select the format that the email message is sent in, either HTML or Text. The default format is HTML.

  8. In the Email Encoding list, select the encoding format to use for the email message. The default is UTF-8, which most users outside of Japan will use. Users in Japan may select ISO2022-JP.

  9. Click Save.

Configure task assignment notifications for users or groups

You can send task assignment notifications to a user or group when they are assigned a task.

  1. In Administration Console, click Services > LiveCycle Process Management ES3 > Server Settings > Task Notifications.

  2. Under Notification Type, click Task Assignment for users or Group - Task Assignment for groups.

  3. Select Enable Task Assignment for users or Enable Group - Task Assignment for groups.

  4. (User notifications only) To include an attachment of the form and its data with the task assignment email message, select Include Form Data.

  5. In the Subject box, type the text for the subject line of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  6. In the Notification Template box, type the text for the body of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  7. In the Message Format list, select the format that the email message is sent in, either HTML or Text. The default format is HTML.

  8. In the Email Encoding list, select the encoding format to use for the email message. The default is UTF-8, which most users outside of Japan will use. Users in Japan may select ISO2022-JP.

  9. Click Save.

Configure deadline notifications for users or groups

You can send deadline notifications to users and groups when the deadline to act upon an assigned task has passed. A deadline notification is usually informational because the user can no longer act upon the assigned task.

  1. In Administration Console, click Services > LiveCycle Process Management ES3 > Server Settings > Task Notifications.

  2. Under Notification Type, click Deadline (for users) or Group - Deadline (for groups).

  3. Select Enable Deadline or Enable Group - Deadline.

  4. In the Subject box, type the text for the subject line of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  5. In the Notification Template box, type the text for the body of the email message. This field is prepopulated with default text. For details about customizing this field, see Customizing the content of notifications.

  6. In the Message Format list, select the format that the email message is sent in, either HTML or Text. The default format is HTML.

  7. In the Email Encoding list, select the encoding format to use for the email message. The default is UTF-8, which most users outside of Japan will use. Users in Japan may select ISO2022-JP.

  8. Click Save.

Hide the DO NOT DELETE tag for all emails

You can configure email to hide to the DO NOT DELETE tracking tag in all emails send in a human-centric process. For details, see How to hide the 'DO-NOT-DELETE' tag with CSS

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