K2 Workflow Designer - Event Notification Settings

This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five, these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five. These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.

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.

Fig. 1. Event Notification Settings

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

E-mail Control

When selecting the Maximize/Minimize E-mail Control option from the Event Notification Settings wizard, the e-mail screen will be maximized or minimized. The maximized e-mail screen provides a bigger environment to customize the e-mail that will be sent to the selected destination users.

Fig. 2. Minimized

Fig. 3. Maximized

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

Fig. 4. Worklist link

Load HTML Template

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

Fig. 5. Load HTML Template icon

The HTML Templates screen opens. Select File if a file should be uploaded from a network location or document library.

Fig. 6. HTML Templates

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.

Fig. 7. File Upload

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

Fig. 8. Preview

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.

Fig. 9. Document Library

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

Fig. 10. Preview