Configuring Optiva to send external email notifications

  1. Open the Email Template form to create an Email Template.

    Complete these fields:

    Description
    The description of the Email Template.
    HTML Format
    Select this check box to show the content of the message in HTML format. Clear this check box to show the content of the message in plain text.
    Email Subject
    Specify the subject of the email.
    Email Body

    Specify the content for the email.

    When the HTML Format check box is selected, administrators can insert HTML code into the Email Body.

  2. Configure the Optiva mail attributes.

    Add the generic mailbox to the Optiva profile, @DFLT.

    MAIL.SERVERNAME

    The name of the email server.

    The Web.config file entry takes precedence over the profile attribute value.

    See Outgoing SMTP email server settings.

    MAIL.USERNAME
    The user code for an Optiva user who represents the sender of the email notification.
  3. Configure the Optiva users whom you intend to notify. Add the email address in the User form.

    Optiva uses the email addresses that are configured on the User form to perform external email notifications. You can designate an individual’s email address or a distribution list for the email address.

    Only those users who have an email address for this location can receive the external email notifications.

  4. Configure a workflow to notify users.

    Create a test workflow specifically to send an external notification of an event. Use the Notify function. This function is described in the Infor PLM for Process Scripting Administration Guide.

    Here is an example of a Notify function for a reject event. The receiver of the email notification is configured as the first argument of the Notify function. 

    
Function wf_reject() As Long
Dim variable As Long = Notify(_STARTUSER, "TEST", 1, 0, _OBJECTKEY,
_SOURCEUSER)
Messagelist("Formula: " + _OBJECTKEY + " has been rejected by " +
_SOURCEUSER)
Return 9111
End Function