Property

Description

To

The resource(s) to which the information is to be sent. To select the resource(s) click the button against ‘To’ in the Properties pane of the Process Designer. In the window that pops up, build the condition for selecting the resource(s) and click Update.

Subject

This is the subject of the information. The subject can be customized for each resource. To assign a subject to the information, click the ‘Subject’ button in the Properties pane for the Information action. In the window that pops up, customize the subject by appending the various fields to the subject.

Notes

This is the actual content of the information sent to the resource(s). The notes can be customized for each resource. To assign the content of the information, click the ‘Notes’ button in the Properties pane for the Information action. In the window that pops up, customize the content by appending the various fields to the notes.

 Property settings for Approval

To add an information action to the workflow click on the Information button in the toolbox. An icon for the Information action will be added in the Design Area. The action can be linked with the workflow by clicking on the Link button in the toolbox. To set the properties for the Information action click on the Information icon in the Design Area. The properties corresponding to the Information action will be displayed in the Properties pane of the Process Designer.

To select the resources to whom this information is to be sent, click on the button for the 'To' property. A window pops up (Fig 2.), in which the resources can be selected. An expression can be built to select the resources based on the resource properties. Select a property from the list, then select the operator, type of value (Value, Variable, Content), corresponding value for the property and the logical operator. Add the condition to the expression by clicking the Add button. To end the expression select the 'End' instead of a logical operator. To remove a condition already added to the expression, click the Undo button. After building the expression, click the Update button

The subject of the information can be customized. To prepare the Information subject, click on the button for the 'Subject' property. A window pops (Fig 3.) up, where the subject can be typed and customized by appending the resource property values. Click the Update button to save the subject.

Notes is the content of the information. To prepare the notes, click on the button for the 'Notes' property. A window pops (Fig 4.) up where the notes can be typed and customized by appending the resource property values. Click the Update button to save the notes.