You can use an action notification hook to send e-mail
messages when a user completes a specific action. In your hook code,
you use the HCL Compass API
to create the message and send it.
About this task
The predefined schemas include the Send_Email_Notif
base action in all enabled records. This action calls RSEM_ProcessEmailRules,
and the action type is used for all actions.
If
you change the names of record types or actions in the schema, you
must update your action hook to reflect the new names.
Procedure
To create an action notification hook:
- Start the Designer.
- Log on to the Designer as a user with the
schema designer or super user privilege.
-
In the Schema Repository Explorer, expand the Record Types or
Record Types - Stateless folder until you see the record type whose action
you want to modify.
- To open the record type editor, double-click the record
type.
- To view the Record Actions grid, click the Actions tab.
- In the Record Actions grid, click the Notification column
of the action that you want to add the notification hook to; then
click the Arrow icon and click or .
If Instant
Editing Mode is enabled, the Script editor opens. If Instant Editing
Mode is disabled, double-click the cell to start the Script editor.
VBScript and Perl have their own script editors. The
Designer indicates the current editor in the title bar of the Designer
window. Verify that you are using the correct editor before adding
or editing your code.
- To compile your code and verify that there
are no syntax errors, add your hook code, and click .