Attaching documents to notification rules

Note: Not applicable if you are using Infor Learning Management.

You can attach documents to notification emails. For example, you may want to attach directions to a session site or summary information about a session. You must create the documents you want to attach on your machine or shared server, then attach it to a notification rule.

Note: You can create a session information template in RTF format, using the Microsoft Word® merge-fields capability. This guide does not describe how to create the template. Creating a template requires an understanding of the Microsoft Word merge fields and a knowledge of the Lawson Pattern Language (LPL) database structure and field names required to create the template.

Use this procedure to upload notification attachments to Development Planning.

Select Development Planning > Set Up > Notifications > Notification Rules.
Open the notification rule to which to attach documents.
On the Attachments tab, click Create.
Specify this information:

Effective Date

Required. Specify the effective date.

Attachment

Required. Specify the name of the attachment.

Description

Specify a description for the attachment. If left blank, the attachment name defaults.

Active

The attachment is active by default. Clear the check box to inactivate the attachment.

Template File

Click Browse, navigate to the file to attach, and double-click the file. The file name is displayed in this field.

Title

Required. Specify the title of the document. The file name defaults in this field. You can change it.

Mime Type

Select the file type. If the appropriate file type is not listed, the system will try and match the file with a file type.
Click Save.
Maintaining notification attachments:
- To view an existing notification attachment, click the icon next to the Template File field, and click View. If the system does not recognize the file type, browse to the application that can open the file.
- To change a document description or title, open the notification attachment, make your changes (including the effective date), and click Save.
- To replace the attached document with a newer version or a different document, use the same process as for attaching a new file.
- To delete a notification attachment, open the attachment, specify an effective date, click Delete, then click Yes to confirm.