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Managing WF Notifier Jobs

WF Notifier Job Manager creates jobs that email when conditions exist. Queries (standard or custom on WF Notifier Queries, or a VA Inquiry) decide which records generate mail. Form help: WF Notifier Job Manager under About Automated Notifications. Procedure: Set up a Notifier Job. There is no help slug managing-wf-notifier-jobs.

Examples: AP unapproved invoices ready for review → email assigned reviewers; PO/SL review workflow → email reviewers/approvers listing documents ready for review. Process Workflow can use predefined queries for PO/SL submitted, approved, rejected, or still waiting. Reviewers/submitters still get standard Process Workflow notices unless Use Review Workflow Notifier Queries is checked in PM Company Parameters for that company.

Before you start​

  • A query or inquiry already exists. Local variables on the query need Input Value on the Parameters tab.
  • From-address is set in Options → Notifier Options (WF Notifier Options), not on this form.
  • Procedure is a basic overview; use F1 for field detail.
  • Jobs are not company-specific and are shared by all companies. A copy to another database must be renamed so the name stays unique.

Steps​

  1. Open WF Notifier Job Manager.
  2. Job Name: unique, up to 30 characters; states the purpose. F4 lists jobs.
  3. Description: up to 255.
  4. Query Type: 0-WF Notifier Query or 1-VA-Inquiry.
  5. Query: type or F4. WF Notifier Query: F4 standard/custom; F5 opens WF Notifier Queries. VA Inquiry: F4; SQL or view query only, not a form query.
  6. Schedule with Occurs, Daily Frequency, and Duration:
    • Occurs: Daily / Weekly / Monthly.
    • Day __ of (Monthly only) 1–31.
    • Frequency: Daily every 1–7 days; Weekly every 1–4 weeks; Monthly every 1–12 months (with Day __ of). Weekly Mon–Sun checkboxes combine with the week interval.
    • Daily Frequency: Once (at Start/Stop time once a day); every 1–60 Minute/s; every 1–24 Hour/s. Start/Stop Time is 24-hour window for intervals.
    • Duration Start/Stop Date; blank stop = ongoing.
  7. Options → Notifier Options for the from address.
  8. Email tab: Format (Plain or Rich Text), recipients, subject, body.
    • To/Cc/Bcc via To/Cc/Bcc buttons (contact list) or click the field → Email Fields → double-click a parameter (example [Reviewer Email] from HQ Reviewers).
    • Subject ≤ 100; text and/or WF Notifier Email Parameters.
    • Body only if Format is Rich Text; Table button adds query results (WF Notifier Table Layout); Email Fields; Shift+Enter for blank lines.
    • Header: standard = parameters, one email per record; consolidated = once at top, ≤ 1,000 characters.
    • Line / Footer only if Consolidated Notifications is checked (Line repeats per record; Footer once at bottom, ≤ 8,000).
    • Consolidated: standard = one email per record; consolidated = one email, many records, grouped on Consolidation Groups tab (form overview may say Consolidated Grouping).
    • Rich Text: Consolidated checkbox is always disabled and is set by Pivot Table on WF Notifier Table Layout. Plain: box enabled when Format is Plain.
  9. If consolidated, fill Consolidation Groups.
  10. Parameters tab: set Input Value for local variables (example @Co = company number, @days).
  11. Activate: field defs say check Enable Task so the job runs on the Info-tab frequency; procedure says click Start Job. Use both as your build requires — Enable Task activates; Start Job begins the schedule from the start date.

Test / history​

  • Test Email: defaults to VA User Profile Info Email Address; entire query runs. If 1,000 rows and not consolidated = 1,000 test emails.
  • Send Email: same run to To/Cc/Bcc recipients.
  • Job History: SQL Server Agent Log File Viewer.

Hard rules​

  • Shared across companies; unique name per database when copied.
  • Form query not allowed as VA Inquiry.
  • Entire query runs for both Test Email and Send Email.
  • Intervals combine with occurrence pattern and daily frequency.
  • Consolidation Groups tab applies only when Consolidated Notifications is on.

Notes​

  • Related: Set up a Notifier Job; Copy a Notifier Job; Creating Consolidated Notifications; WF Notifier Queries; WF Notifier Options; WF Notifier Email Parameters; WF Notifier Table Layout; VA Inquiries; VA User Profile; HQ Reviewers; PM Company Parameters.