Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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- Adding a rule
- Add a Launch a URL rule
- Add a Run a Macro rule
- Add a Call a Process rule
- Add a Case Exchange rule
- Add a Run a Wizard rule
- Add a Clear Fields rule
- Add a JavaScript Validation rule
- Add a Run JavaScript rule
- Add a Set Mandatory Fields rule
- Add a Set Mandatory Variables rule
- Add a Send Notifications rule
- Add a Launch a Script rule
- Add a Send HTML Email rule
- Add a Start or Stop Clock rule
- Add a Set Field rule
- Add a Set Field from Number rule
- Add a Validate Date rule
- Add a Validate against List rule
- Add a Validate against Table rule
- Add a Validate Text/Number rule
- Add a Popup Message Box rule
- Add an Assignment rule
- Add a Run Action rule
- Add a Run Scheduled Action rule
- Group rules
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:
- In the System Navigator, click Tailoring > Process Designer > Rule Sets.
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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.
- Click Add Rule to open the Select Rule Type page, and then click Send HTML Email.
- In the Rule Description field, type a description of your new rule.
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Click Edit to add conditions to the rule.
Note If you do not specify a condition, the value defaults to Always.
- In the HTML Template field, enter an HTML template.
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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.
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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.
- Click OK to add the new rule to the rule set.
Related topics
Process Designer
Process Designer security model
Create a rule set
