Sunday, June 6, 2021

How to Send email notifications to external users in Unifier?

Send Email notifications

Problem Statement:

Oracle Primavera Unifier sends email notifications when a task is created or when the is CCed in any of the workflow steps.  In this the task assignee or cc users should be available/created in the Unifier application otherwise notification is not possible. Sometimes it is required to send the email notification to external contacts who are not part of Unfier licensed.

Solution: 

Add external email id in Approved Email List

Login to Unifier and Navigate to Company workspace (Admin Mode) > Standard & Libraries > Approved Email List
Add a new external email id by clicking on the New button. Once updated Click OK/Apply to save the email id in the system

Sending External Email

Goto any Business Process, in this case, I have navigated the Submittal business process and opened an in-progress record, then chose Linked Email section > Add > New Email

A New Mail window will pop up, select the +CC option and enter external email id in the External CC section and click Send to send an email notification to external users











1 comment:

  1. This is one of the common requirements in all the project implementations

    ReplyDelete