Send Notification Using SAS Template Service Policy Example
The following policies
support notifications and e-mail:
Notify Participant
is used to send notifications via the SAS Alert Notification Service to participants
as defined by their preferences. The notification can be configured implicitly when
a task starts or finishes by selecting a check box for the task. Alternatively, it can be
defined explicitly as a policy for any other supported workflow events.
Note: The format for this notification
type cannot be customized.
Send E-mail
is used to send e-mail notifications via the SAS Mail Service using the information
provided in the policy definition.
Note: The format for this notification
type cannot be customized.
Note: This policy was formerly
named Send Notification.
Send Workflow Group Notification
is used to send a workgroup event notification, which triggers the SAS Alert Notification
service to generate end-user notification messages. This policy is used to send notifications
to a group or set of recipients and where all recipients
are required to be addressed in the same message. This capability is useful in collaboration
scenarios or where the event should be copied to all interested parties. E-mail is
the only delivery channel supported using the group notification policy.
Note: The format for this notification
type can be customized using the SAS Template Service.
Note: Five expiry options are available:
None, Remove, Reroute, Resend, and Start Workflow. For more information,
see Send Workflow Group Notification.
Send Workflow Notification
is used to send a directed
workgroup notification via the SAS Alert Notification service. This
type of notification can be sent to users via e-mail, SMS message
or displayed in a portlet.
Note: The format for this notification
type can be customized using the SAS Template Service.
Note: Five expiry options are available:
None, Remove, Reroute, Resend, and Start Workflow. For more information,
see Send Workflow Notification.
The Approval Escalation Workflow example demonstrates two types of timer policy usage
as well as sending a notification using the SAS Template Service. The Timer
Expired Event policy triggers a periodic notification to the group assigned to the
Review Order task with the Send Workflow Notification action. The notification-related
policy properties
are as follows:
|
Policy Property
|
Value
|
|---|---|
|
Recipient(s)
|
|
|
Group Recipient(s)
|
${../Account Manager}
|
|
Description
|
|
|
Template
|
SAS_Email_Message
|
|
Directive
|
|
|
Notification Variables
|
../MSG, ../DESC
|
|
HTTP Parameters
|
|
There are no individual recipients for this notification, but the Account Manager
group is assigned indirectly via data object substitution. For more information,
see Data Object Substitution.
The default value for this data object is
US Region Accountants,
so any users assigned to this group in the SAS Authorization Service
receive an alert each time period as defined in the previous table.
The SAS_Email_Message template is used, which is also the default
if no template is specified.
SAS_Email_Message Template
$if(_SAS_TEMPLATE_TXT)$ The issue priority is: $ISSUEPRI$ $DESC$ -------------------------------------------- $TO$ $MSG$ This is a system-generated message. Do not reply to this email. $endif$
This template contains three variables: DESC, TO and MSG. This policy example designates
values for DESC and MSG by listing them as Notification Variables,
which associates the values for the data objects within the example with the template.
Here is the resulting e-mail message:
See the examples provided
with SAS Workflow Studio for details of this example.
Copyright © SAS Institute Inc. All Rights Reserved.
Last updated: March 5, 2020