Article Number
000037536
Applies To
Product(s): Archer
Version(s): All Versions
Primary Deployment: On Premises/AWS SaaS
Description
When setting up Advanced Workflow Actions By Email, there are five settings in Archer that should be enabled. This article provides a checklist of these settings and how to enable each.
Resolution
Follow the steps below to enable Advanced Workflow Actions By Email in Archer:
1. Archer Control Panel configuration:
Refer to the Archer Help for more details on each of these settings and the Advanced Workflow Actions by Email feature.
1. Archer Control Panel configuration:
a. Log onto an Archer server and open the Archer Control Panel.
b. Double-click on the Instance name.
c. Under the Instance settings, go to the General tab > Notifications section > Advanced Workflow Actions By Email Configuration.
d. Check Enable for this instance and configure the rest of the settings.
0EMVM000003bXw9.png
Note: The above change in the Archer Control Panel can be directly applied by On-Premises clients only. SaaS clients would need to raise a support case to have this configuration change implemented in their Instance settings in the ACP.
2. User Profile configuration:
b. Double-click on the Instance name.
c. Under the Instance settings, go to the General tab > Notifications section > Advanced Workflow Actions By Email Configuration.
d. Check Enable for this instance and configure the rest of the settings.
0EMVM000003bXw9.pngNote: The above change in the Archer Control Panel can be directly applied by On-Premises clients only. SaaS clients would need to raise a support case to have this configuration change implemented in their Instance settings in the ACP.
a. Login to Archer as an administrator.
b. Expand the Administration menu > Expand Access Control > Click on Users.
c. Open the User > General tab > Scroll down to the Account Maintenance section.
d. Next to Advanced Workflow Actions By Email, check Enable for this user.
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3. On Demand Notification Template configuration:
b. Expand the Administration menu > Expand Access Control > Click on Users.
c. Open the User > General tab > Scroll down to the Account Maintenance section.
d. Next to Advanced Workflow Actions By Email, check Enable for this user.
0EMVM000003YeUM.pnga. Login to Archer as an administrator.
b. Expand the Administration menu > Expand Notifications > Click on Application Notifications.
c. Open the On Demand Notification to be configured for Advanced Workflow Actions by Email.
d. Go to the General tab > Check Enable Advanced Workflow Actions by email.
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4. Application configuration:
b. Expand the Administration menu > Expand Notifications > Click on Application Notifications.
c. Open the On Demand Notification to be configured for Advanced Workflow Actions by Email.
d. Go to the General tab > Check Enable Advanced Workflow Actions by email.
0EMVM000003YnpN.pnga. Login to Archer as an administrator.
b. Expand the Administration menu > Expand Application Builder > Click on Applications > Open the Application that the Advanced Workflow Actions By Email notification should be triggered from.
c. Go to the Properties tab > Options section > Check Enable Advanced Workflow Actions By Email.
0EMVM000003Yq2V.png
5. User Action Node configuration:
b. Expand the Administration menu > Expand Application Builder > Click on Applications > Open the Application that the Advanced Workflow Actions By Email notification should be triggered from.
c. Go to the Properties tab > Options section > Check Enable Advanced Workflow Actions By Email.
0EMVM000003Yq2V.pnga. Login to Archer as an administrator.
b. Expand the Administration menu > Expand Application Builder > Click on Applications > Open the Application that the Advanced Workflow Actions By Email notification should be triggered from.
c. Go to the Advanced Workflow tab > Maximize Designer.
d. Go to the User Action Node and click on it.
e. In the Node Properties pane on the right, scroll down to the Advanced Workflow Actions By Email section and check Enable for this user action node.
0EMVM000003YoAM.png
b. Expand the Administration menu > Expand Application Builder > Click on Applications > Open the Application that the Advanced Workflow Actions By Email notification should be triggered from.
c. Go to the Advanced Workflow tab > Maximize Designer.
d. Go to the User Action Node and click on it.
e. In the Node Properties pane on the right, scroll down to the Advanced Workflow Actions By Email section and check Enable for this user action node.
0EMVM000003YoAM.pngRefer to the Archer Help for more details on each of these settings and the Advanced Workflow Actions by Email feature.
