Collapse All Expand All

K2 Designer for SharePoint - Event Notification Settings

When selecting the Notify participants when they receive a work item option on the Participants screen and clicking next, the Event Notification Settings screen is opened. By selecting this option, the destination Participants will receive a notification using the default mail template.

Feature	What it is	How to use it
Customize the Notification Message	Specifies that a customized notification message should be sent to the selected destination users	Select whether to customize the notification setting
Subject	Supplies the customized subject line for the notification message	Type in the relevant Subject for the notification message in the supplied text box
Message Format	Specifies which message format should be used for the notification message	Select either Plain Text or HTML as a format for the notification message

 When the 'twisty' next to Subject is expanded, the Cc, Bcc and Attachments fields are exposed.

Feature	What it is	How to use it
Cc (Carbon Copy)	Copy in a recipient.	Type the mail address of the person who should be copied or select a dynamic field from the context browser.
Bcc (Blind Carbon Copy)	Copy in a recipient without allowing other recipients to view Bcc addresses.	Type the mail address of the person who should be blind copied or select a dynamic field from the context browser.
Attachments	Drag and drop fields from the context browser for attachments.	The following items are supported: SmartObject methods that return images or files. Item References of type SharePoint Document or InfoPath Document. InfoPath Form attachments (i.e. dragging the attachments node from the InfoPath Form schema).

For more information on the message body and toolbar, see the topic E-mail Event Wizard > Message Body.

Adding a link to the relevant Worklist in the notification

It is possible to add a link to the relevant Worklist item in the notification e-mail by performing the following steps:

1. Expand the Context Browser
2. Expand the Work Item Context item
3. Drag the Worklist Item Link item onto the wizard screen
4. The relevant worklist item will be added as a clickable link on the notification e-mail

Load HTML Template

When using HTML as the message format, HTML can be loaded from a file in a network location or from a SharePoint Document Library. To access this functionality, click on the Load HTML Template icon as shown below.

The HTML Templates screen opens. Select File if a file should be uploaded from a network location, or Document Library if a file should be uploaded from a SharePoint Document Library.

File

 When selecting File on the HTML Templates screen, the following screen opens. Navigate to the location where the file resides and select the file. Click Open.

The HTML is loaded into the Preview pane as shown below.

Document Library

 When selecting Document Library on the HTML Templates screen, the following screen opens. Select the Document Library where the HTML file resides then select the file and click OK.

The HTML is loaded into the Preview pane as shown below.

 

 

---

K2 blackpearl Help 4.6.10 (4.12060.1690.0)