Calyx RIM 7.2 Workflows

Configure Workflow XML File to Send E-mail Notifications

Calyx RIM enables you to configure a workflow XML file to send e-mail notifications when creating, updating, or associating entities.

A workflow XML can be configured to:

  • Get workflow data from entities and form properties in an e-mail
  • Send e-mail to specific e-mail address
  • Send e-mail to multiple e-mail addresses
  • Send e-mail to multiple e-mail addresses from multiple entities
  • Send e-mail to an initiator
  • Send e-mail to an assignee
  • Send e-mail from the configured extra fields (text field, drop-down field, multi-select field, custom lists)
  • Include link to an entity in an e-mail
  • Send e-mail notifications at a specified time
  • Send e-mail with a link to an activity when it is created and a user is manually assigned to that activity, and the user is not defined in the workflow XML file
  • Send e-mail with a link to an activity to a group of users (selected from a list in previous activity or selected in Concerned Parties) when that activity is created
  • Send e-mail with the link to an activity to a newly assigned user when that activity is transferred

The Calyx Client Enablement team can assist in developing the necessary workflow configuration files to meet your process needs. Please contact your Business Development Representative for more information.