Walkthrough: Set Up and Send a General Notification for a Posted Item Recall

This walkthrough demonstrates how to set up a workflow so that a notification is sent to a user when an item recall is posted.

About This Walkthrough

This walkthrough demonstrates the following tasks:

  • Set Up a General Notification for a Posted Item Recall, including how to:

    • Set Up the Notification Users

    • Define the Events when the Users Receives a Notification

    • Create the Item Recall Workflow

Prerequisites

SMTP email is set up. For more information, see Set Up Email Manually or Using the Assisted Setup.

Story

The JF company wants Alison to receive an email notification whenever an item recall is posted. Paul posts an item recall, and as a result, an email notification will be sent to Alison.

Set Up a General Notification for a Posted Item Recall

To set up JustFood to send a general email notification when an item recall is posted, you must perform the following steps:

  1. On the Approval User Setup page, you must set up the users who will be receiving notifications, as well as define when users receive notifications.

  2. You must define that Alison will receive notifications when an item recall is posted.

  3. You must create a workflow that triggers the notification. Without the workflow, a notification will not be sent.

To set up the notification users

  1. Choose Tell me what you want to do, enter approval user setup, and then choose the related link.

    The Approval User Setup page opens.

  2. On the action bar, choose New.

  3. In the User ID field, select the user ID of the user who will be receiving notifications, in this case, Alison.

  4. In the E-Mail field, enter the email address of the person who is receiving the notification, in this case, alison@jf.com

  5. To define how and when the approver, in this case, Alison receives notifications, perform the following steps:

    1. Select the Alison line, and then, on the action bar, choose Notification Setup.

      The Notification Setup page opens.

    2. In the Notification Type field, select General.

    3. In the Notification Method field, select Email.

    4. In the Schedule field, select Instantly.

    5. In the Display Target field, select Web.

      When Web is selected, the link within the email notification will go to the Web client.

    Note

    The user requesting the approval, in this case, Paul, will not receive notifications.

To define the events when the user receives a notification

  1. Choose Tell me what you want to do, enter general email notification setup, and then choose the related link.

    The General Email Notification Setup page opens and displays a list of the users from the Approval User Setup page.

  2. For the Alison user, select the An item recall is posted check box.

To create the item recall workflow

  1. Choose Tell me what you want to do, enter workflows, and then choose the related link.

    The Workflows page opens.

  2. On the action bar, choose New > New.

    The Workflow page opens.

  3. In the Code field, enter ITEM RECALL.

  4. In the Description field, enter Item recall was posted.

    This description is displayed in the notification.

  5. In the Category field, select QUALITY.

    This value results in the new workflow being listed on the Workflows page, under the Quality heading.

  6. On the Workflow Steps, in the When Event field, select An item recall is posted.

  7. To define the response for the event, perform the following steps:

    1. Select the Then Response field.

      The Workflow Responses page opens.

    2. Select the Add More Responses link.

      The page refreshes.

    3. On the first line, select Send general email notification.

      When this value is selected, an email is sent to the person who is set up to receive notifications when an item recall is posted.

    4. On the second line, select Show message "%1", and then enter "An item recall was posted. An email notification has been sent.".

      When this step is performed, a message is displayed to the user who posts the item recall.

    5. Choose OK.

  8. On the Workflow page, to specify that the workflow will start as soon as the event on the first step of type Entry Point occurs, turn on Enabled.

    When Paul posts an item recall, he will see a message that says An item recall was posted. An email notification has been sent., and Alison will receive an e-mail notification.

    For more information on item recalls, see Item Recalls.

See Also

JustFood Workflows

Using Workflows