You are here: User Guide for PaperSave for Dynamics GP > PaperSave Configuration > PaperSave Settings > Configure Email Notifications for Workflow 1.0 & Workflow 2.0
Configure Email Notifications for Workflow 1.0 and Workflow 2.0

Pre-Requisites:

 

1. Open PaperSave Settings>> Expand General Section>> Select Email Notifications option. Email Notification Settings form will be displayed. Please make sure that these settings are properly configured. Click here to know more on Email Notification Settings.

 

2. Under General section, select Configuration option and make sure to set the config values for below Configs:

 

Days to Send Group Email Notification Out: This config is responsible to send Group Email Notification based on the days defined here. By default the days defined for this config value will be 'MTWRF' (Monday, Tuesday, Wednesday, Thursday, Friday). You can also add S (Saturday) and N (Sunday) to the config values.

 

Send Email Notification In Group Interval in Hours: This config is responsible to send Group Email Notification to you as per the interval (in hours) set here. You can define the Interval (in hours) at which you should receive the email notification. by default the interval would be set as 24 hours.

 

Send Email Notification In Group Next Schedule Date Time: This config is responsible to send Group Email Notification as per the next scheduled data and time. This config value will be automatically managed by PaperSave Timer Service and the date and time will be updated based on the Interval (in hours) that you have set for "Send Email Notification in Group Interval in Hours" Configuration. The format of Date and Time is "MM/DD/YYYY HH:MM:SS AM/PM". For example, 7/8/2015 1:07:00 AM.

 

Configure Email Notifications for Workflow 1.0:

 

To configure Email Notifications for Workflow 1.0, you will have to follow the steps described below:

 

1. Open PaperSave Settings>> Expand Workflows Section>> Select Workflow Queues option and navigate to the Workflow Queue for which you want to configure the Email Notifications. Workflow Queue window opens. Click on Edit Queue button available in the ribbon to open the Workflow Queue in an editable mode as displayed below. Now click on Set Approvers button.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

2. Set Workflow State Approvers windows opens. Now enter the Approver's Email Address against the Workflow State in the respective text-box and select the appropriate Notification Style. If you wish to receive the email notification per item then select Per Item. If you wish to receive the email notification with the list of all the items then select In Group. If you wish to receive the email notification Per Item and In Group then select both the check-boxes. After making necessary settings, click on Update button to save the settings.

 

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Click on image to magnify/shrink

 

3. You should receive an email based on the Email Settings for Workflow Queue. Email should look like below for Per Item Email Notification.

 

Windows Review: This option allows you to open Workflow Item Review Windows Interface. Click here to know more.

 

Mobile Review: This option allows you to open Workflow Item Review form from your Mobile.

 

Browser Review: This option allows you to open Workflow Item Review Web Interface. Click here to know more.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

4. You should receive an email based on the Email Settings for Workflow Queue. Email should look like below for Group Item Email Notification.

 

Windows Review: This option allows you to open PaperSave Workflow Windows Interface. Click here to know more.

 

Mobile Review: This option allows you to open PaperSave Workflow form from your Mobile.

 

Browser Review: This option allows you to open PaperSave Web Workflow Interface. Click here to know more.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 


 

Configure Email Notifications for Workflow 2.0:

 

To configure Email Notifications for Workflow 2.0, you will have to follow the steps described below:

 

1. Open PaperSave Settings>> Expand Workflows Section>> Select Workflow option and navigate to the desired Workflow for which you want to configure the Email Notifications. Open the Workflow in the designer mode as displayed below. Select any step of the Workflow at which you want to activate the Email Notification.

 

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Click on image to magnify/shrink

 

2. Under Properties panel of the Step Activity, you should see Notification section having 2 fields within it as described below:

 

· NotificationStyle: You can select one of the style of notification from the drop down list as mentioned below:

 

ü Per Item
ü In Group
ü Both
ü Workflow User Preference

 

Note:

You will be allowed to change value for Notification Style even without Un-Publishing a Workflow.

 

· NotifyStepOwner: By default NotifyStepOwner will be set as False. To enable the Email Notification, you will have to set this property to True. Once this is set to True, the current owner of the step will receive an Email Notification.

 

WF2-email noti2

 

3. You should receive an email based on the Email Settings for Workflow Step. Email should look like below for Per Item Email Notification.

 

Windows Review: This option allows you to open Workflow Item Review Windows Interface. Click here to know more.

 

Mobile Review: This option allows you to open Workflow Item Review form from your Mobile.

 

Browser Review: This option allows you to open Workflow Item Review Web Interface. Click here to know more.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

4. You should receive an email based on the Email Settings for Workflow Step. Email should look like below for Group Item Email Notification.

 

Windows Review: This option allows you to open PaperSave Workflow Windows Interface. Click here to know more.

 

Mobile Review: This option allows you to open PaperSave Workflow form from your Mobile.

 

Browser Review: This option allows you to open PaperSave Web Workflow Interface. Click here to know more.

 

Click on image to magnify/shrink
Click on image to magnify/shrink