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Managing WF Notifier Jobs

WF Notifier Job Manager schedules notification jobs that run a notifier query and email the results.

Before you start

  • The WF notifier query exists and returns the intended columns.
  • You know occurrence, business hours, and recipients.

Steps

  1. Open WF Notifier Job Manager.
  2. Reference the query for the job.
  3. Set occurrence (daily, weekly, or monthly) and intervals (every x weeks/hours as needed).
  4. Set start and stop times so mail is not sent outside business hours.
  5. Configure email format (rich text preferred), recipients, subject, and body.
  6. Use Table to insert a formatted results table; adjust columns as needed.
  7. On Consolidation Groups, group by the To field so each recipient gets one email with all of their rows.
  8. Apply and save.

Notes

  • Use Event query on the query when you only want new-record alerts.
  • Check VA Message Archive to verify what was sent.