Table of Contents

How to configure flows that automatically generate correspondence

Summary

When the same piece of correspondence should be sent to the same role for every work object created by a flow and that correspondence is not a notification about an assignment, use a utility shape with the Work-.CorrNew activity.

If you want to:

Suggested Approach

Complete the following steps:

  1. Drag the Utility shape onto your flow in the appropriate place and ensure that it is connected.
  2. In the Utility Properties panel in the left frame, enter a descriptive name for the task/shape. For example, "SendConfirmation."
  3. In the Rule field, select or enter CorrNew.
  4. Click Apply. Fields for the CorrNew activity's input parameters of appear in the Properties panel.
  5. Enter values for CorrName and PartyRole (required). If necessary for your implementation, include values for the other parameters (Figure 1). You can create a new correspondence rule if necessary. For a complete list of the parameters for the CorrNew activity, see the Work-.CorrNew activity section in "Correspondence Reference."
  6. Click Apply.
  7. Save the flow.
  8. Create a work object to test your configuration. When the work object progresses past the utility shape that generates the correspondence, click the attachments icon. In the History/Attachments window, expand the Attachments section and verify that the correspondence was generated.
Suggest Edit

0% found this useful

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.