Setting up notifications

Process Design
1

Notification templates

Notification templates are text files with HTML content and WorkflowGen macros. The default notification templates are located in the \wfgen\App_Data\Templates\Emails folder.

notif-template.png837×655 230 KB

The stylesheet must be embedded in the template. You can attach a file to the notification using the <WF_PROCESS_INST_RELDATA_FILE.YOURPROCESSDATANAME> macro.

Example of notification template HTML code (body section):

...
   <body>
        <table class="Header" cellpadding="0" cellspacing="0">
            <tr>
                <td class="Title"><WF_PROCESS_INST_NAME></td>
            </tr>
        </table>
        <table class="Content">
            <tr>
                <td class="FieldLabel">Object :</td>
                <td class="FieldValue">A new action that you can handle has been created.</td>
            </tr>
            <tr>
                <td class="FieldLabel">Action :</td>
                <td class="FieldValue"><WF_ACTIVITY_INST_NAME></td>
            </tr>
            <tr>
                <td class="FieldLabel">Description :</td>
                <td class="FieldValue"><WF_ACTIVITY_INST_DESC></td>
            </tr>
            <tr>
                <td class="FieldLabel">Link :</td>
                <td class="FieldValue">
                    <a class="Link" href="<WF_LINK_ACTIVITY_INST_FORM>">View action</a>
                </td>
            </tr>
        </table>
        <table class="DataList" cellpadding="0" cellspacing="0">
            <tr>
                <td class="Header" colspan="2">Associated data:</td>
            </tr>
            <WF_PROCESS_INST_RELDATA>
            <tr class="ListRow" onmouseover="this.className='ListRowHighLight'" onmouseout="this.className='ListRow'">
                <td class="FieldLabel"><WF_KEY></td>
                <td class="FieldValue">&nbsp;<WF_VALUE></td>
            </tr>
            </WF_PROCESS_INST_RELDATA>
        </table>
        <WF_PROCESS_INST_RELDATA_FILE.FORM_ARCHIVE>
    </body>
...

You can also use a custom notification template in a process data and use this process data in an additional notification of a workflow action.

custom-notif-template.png1021×549 67.6 KB

IIS SMTP gateway

We recommend using the local IIS SMTP server. There are several advantages to using an SMTP relay at the IIS WorkflowGen server:

  • Better performance since messages are sent directly to the relay.

  • Local SMTP acts as a buffer to avoid loss of emails if the main SMTP server is not available.

  • Connection problems reduced because the relay manages communication problems.

  • The relay is used to trace mail deliveries in its own log files.

  • The relay allows you to limit access to WorkflowGen.

  • The relay supports SMTP authentication and encryption (TLS encryption) to connect to your Exchange SMTP (or other mail server).

See the SMTP Notifications topic for instructions on how to configure an IIS SMTP gateway.

Pickup directories

WorkflowGen supports “pickup directories” for best performance and availability. This means that the notifications are created in a pickup directory managed by the SMTP server. IIS SMTP server and Exchange support pickup directory management.

smtp-gateway.png768×187 52.8 KB

See the SMTP Notifications topic for instructions on configuring a pickup directory.

2

Which file inside the \wfgen\App_Data\Templates\Emails folder is the template is for the default to do action? Is it NOTIFY_EXTRA_TODO_TEMPLATE?

3

Hello Kevin,

The default template for todo notification is NOTIFY_ASSIGN_TEMPLATE.