Customize workflow email using the Manage the system (PSA) module
The Email customization page provides easy access to workflow email language macros so that you can customize them without manually modifying any KVGroup files.
To customize workflow email macros using the Email customization page:
Click Manage the system > Workflow > Email customization.
Select values in at least one category of Type, Status, or Participant.
You can search all values in a category by leaving it set to "(Select one)".
The values are described in table below.
Click Select.
If the values you selected match any email macros, they are displayed below. The workflow email tag names use the following format:
EM_WORKFLOW_<type>_<status>_<participant>_*. If there are no matches found, modify the category values and Select again.Each macro has a Default and Custom value. The Default value cannot be modified.
Enable the Custom field and type values as required.
You can copy and paste values from the Default field.
Enable the Generate skin checkbox, at the bottom of the table, if you want to generate the Bravura Security Fabric skins now.
Click Update.
If you choose to generate the skin, your customizations are written to the <lang>-<locale>-errmsg.kvg file in the \<instance>\design\custom\ directory, for the language currently displayed in the browser.
Option | Description |
|---|---|
Type | |
CERT | Certifier |
CICO | Check-in / check-out of privileged accounts |
DELEG | Delegation |
IMPL | Implementers |
INV | Inventory |
MULTI | Matches macros set to MULTI, which are used to match multiple types |
ORG | Org Manager |
PASSWORD | Passwords |
REQ | Requests |
RESOURCE | Bravura Privilege managed systems |
SMON | Recorded sessions |
Status | |
FINAL | Processed |
INITIAL | Request initiated |
MULTI | Matches macros set to MULTI, which are used to match multiple statuses |
ONHOLD | On-hold pending administrator intervention |
PROCESSING | Approved, performing requested operations |
REMINDER | Reminder |
THANKYOU | Thank you |
Participant | |
ADMIN | Administrators, while not actual participants, are notified in cases where an error occurs and email is sent to them so they can correct the issue. These administrators are defined by the RECIPIENT EMAIL system variable. |
AUTHORIZER | Authorizers, including delegated authorizers |
MULTI | Matches macros set to MULTI, which are used to match multiple participants |
RECIPIENT | Recipient |
REQUESTER | Requester |