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Sending notifications

The most important use of the  is sending notifications to users because  uses it to send all notifications, not just email. You must install the  to send notifications from the .

One major benefit of the  is the ability to notify users with a professional-looking HTML-formatted email. The following figure illustrates a notification that a ticket was created and sent to a user. In the notification email, users can then click a URL to open the ticket in a browser and view additional details about the ticket.

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An email notification sent by the 

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If you choose Email as the delivery mechanism when creating a Notify filter or escalation, you can send the following types of information in an email notification:

  • Text messages
  • Contents of selected fields (if the user being notified has the appropriate permission for those fields)
  • Attachments (if an attachment field exists on the form)
  • Shortcut (if you select the Add Shortcut option in the Notify dialog box, a shortcut is as an attachment to the email notification; this shortcut provides a link to the entry on the .)

To send email notifications, you must install the . The  can be installed on a separate server from the  processing the workflow. When you install , point to the  you intend to use. For more information about using filter or escalation workflow, see the Filter and escalation workflow considerations.

If you create notifications using the Submit execute condition with join forms, the fields returned in the notification message will not be populated. This is because there is no Request ID with join forms during a Submit operation.

 

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