Administer > Application setup > Process Designer > Adding a rule > Add a Send HTML Email rule

Add a Send HTML Email rule

Applies to User roles: System Administrator

Implementer

This rule enables you to send a formatted HTML email to intended recipients using pre-configured HTML templates. Recipients can be particular users or a group, either explicitly named or based on data in the form. This rule is used to send emails at specific points in a workflow as opposed to create a general Service Manager notification outside of Process Designer that, for example, would apply for all Change Requests.

To add a Send HTML Email rule, follow these steps:

  1. In the System Navigator, click Tailoring > Process Designer > Rule Sets.
  2. Click Search to open the Rule Set form, and then select the rule set to which you want to add the rule.

    Note You can edit user-defined rule sets only. Out-of-box rule sets are labeled as Micro Focus Proprietary and cannot be modified.

  3. Click Add Rule to open the Select Rule Type page, and then click Send HTML Email.
  4. In the Rule Description field, type a description of your new rule.
  5. Click Edit to add conditions to the rule.

    Note If you do not specify a condition, the value defaults to Always.

  6. In the HTML Template field, enter an HTML template.
  7. Select one of the four recipient options: Users, Group, Set Using JavaScript, or Current Record. Then, follow the appropriate steps to configure the recipient:

    • Users: Select a user type (Operators or Contacts), and then select the operators or contacts accordingly.
    • Group: Select one of the following group types: Assignment Group (assignment), Change Management Group (cm3groups), Knowledge Management Group (kmgroup), or Request Management Group (ocmgroups). Then, follow the appropriate steps to configure the group:

      • Assignment Group: Enter a group name in the Group field, and then select Operators, Manager, Approvers or All in the Send To drop-down list.
      • Change Management Group: Enter the group name in the Group field, and then select Members, Approvers, or All in the Send To drop-down list.
      • Knowledge Management Group: Enter the group name in the Group field, and then select Operators, Manager, or All in the Send To drop-down.
      • Request Management Group: Enter the group name in the Group field. Also, select Members, Approvers, or All in the Send To drop-down list.
    • Set Using JavaScript: In the script field that appears, set the recipients in the users array variable by using valid operator login names or contact names. For example, you type the following:
      var users = new Array ();
      users [0] = "jennifer";
    • Current Record: Choose a field from the current record, and then specify if the field is the ID of an operator, contact, assignment, cm3groups, kmgroup, or ocmgroup in the Field Type drop-down list.

      If you select any field type apart from Operator or Contact, you have to select from Send To field. For example, if you select Assignment Group, you have to select Operators, Manager, Approvers or All from the Send To drop-down list.
  8. Click OK to add the new rule to the rule set.

Related topics

Process Designer
Process Designer security model
Create a rule set