> Creating Messenger E-mail Triggers

Workflow is installed with predefined e-mail templates for which to create the e-mail triggers.

Follow these steps to create Messenger e-mail triggers.

  1. Open the Messenger trigger definition form (BXMAIL).

  2. Click the Record view tab. Datastream 7i displays the Record view page.

  3. Table—Click to select the table for which to define e-mail triggers. For Workflow, select R5ORDERS, R5EVENTS, R5REQUISITIONS, or R5QUOTATIONS.

  4. Mail template—Click to select the workflow template for the mail trigger.

  5. Update—Select to send e-mail when the table is updated.

  6. Insert—Select to send e-mail when a record is inserted into the table.

  7. Old status—Click to select the original status of the table or entity.

  8. New status—Click to select the updated status of the table or entity.

  9. Choose File | Save from the menu bar, and then click Create mail triggers. Datastream 7i saves the information and creates the e-mail trigger.