The Personify Workflow canvas includes a “Send an Email” option that leverages the Notification (NTS) system. Users will be able to change the nature of an existing NTS event in two ways: they can specific additional recipients of a Notification (e.g. a manager), or they can refined the logic for who gets what without updating the main stored procedure (e.g. if someone lives outside the US, use a different template).
You must first enable the specific Notification Event(s) to be used in the workflow before you can select the Notification Event for use in a workflow, similar to the Application Designer and Web Forms Designer elements discussed in the earlier section.
New NTS events cannot be generated by the Workflow Designer; events must already exist and must be active.
If
your association created custom NTS events, you need to update the customer
events’ stored procedures to look at the Workflow chronicle table before
executing an event, in case special logic has been defined for that event.
To enable Notification Events for workflows:
1. Open
NTS001_Notification.
The Notification Maintenance screen displays.
2. Search for and select the specific Notification Event.
3. Check the Workflow Enabled checkbox.
4. Save
the Notification Event.
The Workflow Key defaults to “Email.”
5. If you would like to change the Workflow Key, you need to create a new Workflow Key.