Flow form — Editing in Visio Notify shape properties

Purpose

Connect a Notify shape to an assignment to cause your flow to send correspondence to a work party (identified in the work item) reflecting the creation of the assignment instance. The system creates this correspondence as the assignment is created, not later when the assignment is performed.

For example, a Notify shape can send an email message to the originator work party, informing that party that an important processing step for the work item has started, and who has received the assignment.

For flows created or edited with V5.5 or later, the Notify shape is optional. If you prefer, you can record the Notification activity directly in the Assignment shape properties panel. When you save the flow, an envelope icon () on the assignment shape indicates that a Notification activity is defined for the assignment.

To add a Notify shape to the flow

1. Drag the Notify shape () onto the flow.

2. When the Notify Properties panel appears, complete these fields:

Field	Description
Name	Enter a name for this Notify shape. Choose a name meaningful to application users who see this on the work item history display and the Where-Am-I? diagram. . For example: Email to Adjuster. The shape name is only descriptive; it does not affect runtime execution of the flow. This name also appears inside the Notify shape on the Diagram tab.
Rule	Select a Notify activity. See Atlas — Standard activities for flows for descriptions of a few Notify activities.
Parameters	Enter values for the parameters of the selected activity. These may include the name of the correspondence rule to be used, a subject for the email message, the role or roles of the recipient, and so on. PRPC validates these parameter values when you exit from Visio editing (unless the flow in is Draft mode).

3. Click  Apply   when finished.

4. Connect the Notify shape to the bottom edge of an assignment shape.

The Notify shape attaches to the bottom of the Assignment shape. However, the activity associated with the notify shape runs when the system creates the assignment, not later when the assignment is performed.

You can add a Notify shape by dragging an activity of type Notify from the Application Explorer onto the Visio diagram. Click the icon to select the rule. See Using the Application Explorer.

(To edit these shape properties after you save the Flow form, open the Diagram tab, right-click the shape, and select the Edit tab on the pop-up window.)

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