SoftwareAG webMethods – BPM Actionable Mail

Objectives:

We’ll send an actionable mail notification to assignee. Then assignee can perform to complete task using just sending a mail.

Steps Overview :

  • Create user and role.
  • Define My webMethods e-mail settings, both Notification and Task Listener (for actionable e-mail).
  • Design a simple process (Vacation Request) that contains one user task.
  • Create Notification mail for user task
  • User Task Implementation

Step by Step Tutorial

1. Login to My webMethods Server as Administrator.

Navigate to Applications -> Administration -> User Management -> Users

01_mayatech_softwareag_webmethods_actionablemail_user_create

2. Switch to the Applications -> Administration -> System Wide -> User Management -> Roles

02_mayatech_softwareag_webmethods_actionablemail_role_create_1

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3. Go to Applications -> Administration -> My webMethods -> E-mail Servers for notification mail definition

04_mayatech_softwareag_webmethods_actionablemail_notf_mail_settings

4. We must define listener for incoming e-mails.

Navigate to Applications -> Administration -> Business -> Tasks -> Task Email Listener Administration

05_mayatech_softwareag_webmethods_actionablemail_task_listener_settings_1

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5. Now, create a simple process with one user task.

The Gateway (Approved?) checks the field taskOutcome into published document. If it contains values ‘YES’  then Approval Message will be send to the approver, then process will be completed.

07_mayatech_softwareag_webmethods_actionablemail_process

08_mayatech_softwareag_webmethods_actionablemail_proces_if

Start document

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6. Launch Software AG Designer and ensure you are in UI Development perspective.

To create notification mail for user task.

10_mayatech_softwareag_webmethods_actionablemail_task_notf_create_01

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Add Business Data into mail content, just drag & drop into design area.

12_mayatech_softwareag_webmethods_actionablemail_task_notf_create_03

Create action flows. For YES and NO

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For YES action

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For NO action

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Bindings should look like

20_mayatech_softwareag_webmethods_actionablemail_task_notf_create_12

Now create Task Action Link in the mail content (.view’s designer area) by chhosing from palette

Both for Yes and No actions

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Task Action Link Email properties

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Action select from defined flows

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7. Back to the User Task Implementation to define Assignment and Subscription (Notification) mail

Our user task should look like:

25_mayatech_softwareag_webmethods_actionablemail_task_properties_Assignment_01

Lets define Assignment

26_mayatech_softwareag_webmethods_actionablemail_task_properties_Assignment_02

Now define Event (to send subscription/notification mail)

27_mayatech_softwareag_webmethods_actionablemail_task_properties_SendNotf_Event_01

8. Now you can publish yoru process and related UI/Tasks into IS and My webMethods to test actionable mail..

About the Author

Mehmet EKŞİ

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