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Example: Notify Requisition Approval Required

The Notify Requisition Approval Required activity sends a message called Requisition Approval Required to an approving manager. The message requests that the manager approve or reject a requisition and provides details about the requisition within the body of the message.

Result Type

The manager's response determines the activity that the process transitions to next. The possible responses, 'APPROVED' or 'REJECTED' are defined in a lookup type called Approval. These values are defined by a message attribute called Action, whose internal name is RESULT. These values are also the possible results of the notification activity, as defined by the Result Type field in the Activity property page.

Message

The content of the notification is defined in the message called Requisition Approval Required:

Subject Requisition &REQUISITION_NUMBER, &REQUISITION_DESCRIPTION for &REQUISITION_AMOUNT requires your approval
Body The following requisition requires your approval: Requisition Number: &REQUISITION_NUMBER Requisition Description: &REQUISITION_DESCRIPTION Requisition Amount: &REQUISITION_AMOUNT Forwarded From: &FORWARD_FROM_DISPLAY_NAME Requestor: &REQUESTOR_DISPLAY_NAME Note: &NOTE
Item type attributes, preceded by an ampersand '&' in the subject line and body of the message, are token substituted with runtime values when the notification is sent. However, in order for token substitution to occur properly, all item type attributes used in the subject line and body of the message have to be defined as message attributes with a source of 'Send'.

Other message attributes are also defined for this message:

Action This message attribute has a source of 'Respond' and prompts the approver for a response. By giving this attribute an internal name of 'RESULT', the response returned by the approver becomes the result that determines which activity the process transitions to next.
This message attribute is of the type 'Lookup' indicating that the approver must respond from a list of possible values stored in the lookup type specified. In this case the lookup type is called Approval and contains the lookup codes 'APPROVED' and 'REJECTED'.
Note This message attribute has a source of 'Respond' and is of the type 'Text'. This attribute prompts the approver to enter additional comments when responding to the notification.

Note: To view the content of any message, double-click on the message in the navigator tree or select the message and choose Properties from the Edit menu.

Process Node Properties

If you display the properties of the Notify Requisition Approval Required activity node in the Notify Approver subprocess diagram you should see that this node is set to Normal because it is neither the start nor end activity in the process.

You should also see that the Performer is set to the Forward To Username item type attribute, indicating that the notification gets sent to the user whose name is stored in the item type attribute called 'Forward To Username'. The value of 'Forward To Username' is determined earlier in the Requisition Approval process by the activity called Select Approver.


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