Walkthrough - Setting Up and Sending a General Notification for a Blocked Bin

You can set up a workflow so that a notification is sent to a user when a bin is blocked.

About This Walkthrough

This walkthrough shows the following tasks:

Set up a general notification for a blocked bin
Trigger a Blocked Bin E-mail Notification

Story

The JF company wants Alison Murphy to receive an email notification whenever a bin is blocked. Paul Smith blocks a bin, and as a result, an email notification will be sent to Alison Murphy.

Prerequisites

SMTP e-mail is set up

Setting up a General Notification for a Blocked Bin

The following procedures explain what needs to be set up in order to send a general e-mail notification when a bin is blocked.

Set up the notification users
Define the events when the user receives a notification
Create the Blocked Bin workflow

To set up the notification users

You need to set up the users who will be receiving notifications from the Approval User Setup window. You also need to define when users receive notifications.

Choose the Search icon, enter Approval User Setup, and select Approval User Setup.
In the Approval User Setup window, on the Home tab, in the New group, choose New.
Populate the following fields:
- User ID: Select the user ID of the user who will be receiving notifications. In this case, AMURPHY.
- E-Mail: Enter the e-mail address of the person receiving the notification.
- Approval Administrator: This check does not need to be selected to receive general notifications but is used by users who manage approval request. This allows the approver to delegate and delete approval requests.
Define how and when the approver receive notifications. The user requesting the approval will NOT receive notifications.
1. Select the AMURPHY line, and then, on the Home tab, in the Process group, choose Notification Setup.
2. In the Notification Setup window, enter the following values:

To define the events when the user receives a notification

You must define that Alison Murphy will receive notifications when a bin record is changed.

Choose the Search icon, enter general email, and select General Email Notification Setup. The Gen. Email Notification Setup window lists the users from the Approval User Setup window.
On the Gen. Email Notification Setup window, for the AMURPHY user (which represents Alison Murphy), choose the A bin record is changed check box.
Close the window.

To create the blocked bin workflow

Before a notification is sent when a bin is blocked, you must create a workflow that triggers the notification. Without the workflow, a notification will not be sent.

Choose the Search icon, enter workflows, and select Workflows.
In the Workflows window, on the Actions tab, in the General group, choose New.
In the Code field, enter BLOCKED BIN.
In the Description field, enter Bin was blocked. This description is displayed in the notification.
In the Category field, select INVENTORY. This will list the new workflow under the Inventory heading on the Workflows window.
On the Workflow Steps FastTab, in the When Event field, select A bin record is changed.
Define the action that will trigger the notification.
1. Choose the AssitEdit button for the On Condition field.
2. Choose the Add a condition for when a field value changed link.
3. In the Field field, choose Blocked.
4. In the next field, choose Increased. This indicates when a Blocked check box is selected.
5. Choose the OK button.
Define the response for the event.
1. Choose Select Response for the Then Response field.
2. In the Workflow Response window, choose the Add More Responses link.
3. On the first line, choose Send general email notification. This sends an email to the person set up to receive notifications when a bin is blocked.
4. On the second line, choose Show message "%1" and enter "Bin was blocked. An email notification has been sent." This shows a message to the user who blocked the bin.
5. Choose OK.
On the Workflow window, select the Enabled check box to specify that the workflow will start as soon as the event on the first step of type Entry Point occurs.

Triggering a Blocked Bin E-mail Notification

Paul Smith has blocked a bin. As a result, he will receive a message that a notification was sent, and Alison Murphy will receive an e-mail notification.

Choose the Search icon, enter locations, and select Locations.
On the Location List window, choose a location, and on the Navigate tab, choose the Bins action.
Select the Blocked check box, and then close the window. A message is displayed: Bin was blocked. Notification has been sent.

The BLOCKED BIN workflow is triggered, which displays a message to Paul Smith, and sends an email notification to Alison Murphy.

The e-mail notification sent to Alison Murphy.

Video

Video Icon How Do I: Setup and Send a General Notification for a Blocked Bin