Using a standard Notifier Query and Job

There are several standard Notification Queries and Jobs included in the application. Follow the steps below to set up and activate a standard Notification Job that uses a standard Notifier Query.

  1. Open the WF Notifier Job Manager form.
  2. Select a standard Notifier job.
  3. Select 0-WF Notifier Query in the Query Type field.
    Note: You can also select 1-VA Inquiry if you want to use a query created using the VA Inquiries form. More
  4. The query selected in the Query field is the query that will be used to create the notifications. More
  5. Check the Enable Task box. This activates the Notifier Job. More
  6. Open the Info tab and use the Frequency section to select how often the notifications will be sent - for example if notifications should be sent every day, check the Daily box and select 1 in the Every: Day/s field.
  7. Use the Daily Frequency section to set up how often on the selected days the notifications will be sent.

Example: Once a day, at night

If notifications should be sent at night after business hours, select 1 and Once in the Every fields and then enter a time in the Start Time field.

Example: Multiple times during business hours

If notifications should be sent out multiple times during the day during business hours, select 1 and Hour/s in the Every fields, and then enter your business hours in the Start Time and Stop Time fields. This means notifications will be sent once an hour during business hours.

  1. Use the Email tab to create a rich text or plain text email.

    For a rich text email, see the following.

    All standard notification jobs create a plain text email. If you want a standard notification job to create a formatted email, use the Email tab on the WF Notification Job Manager form to recreate the plain text email in rich text.

    1. Select Rich Text in the Format field.

    2. Use the To, CC, and BCC fields to select who should receive the notifications. More

    3. Complete the Subject field.

    4. In the Body section, place the cursor where the table should be added.

    5. Click the Table button. This will open the WF Notifier Table Layout form.

    6. Use the WF Notifier Table Layout form to add and format the table that will appear in the email. More

    7. Optional: To add email fields to the email, click the Email Fields button and use the form that displays to add parameters to the email. More

    8. Complete the Body section of the email. To add blank lines between paragraphs, press Shift+Enter.

    For a plain text email, see the following.

    1. Use the Format field to select the type of email that you would like to send. More

    2. Click the Email Fields button. This will open the WF Notifier Email Parameters form, which displays a list of parameters from the query. You will use this form to add parameters to the fields on the Email tab.

    3. Use the To, CC, and BCC fields to select who should receive the notifications. More

    4. Use the Subject and Header fields to set up the subject and body of the notification. Press F1 in either of these fields for more detailed information.

    5. Close the WF Notifier Email Parameters form.

    6. Check the Consolidated Notifications box if you want to create a consolidated notification. More

  2. Open the Parameters tab. If there are local variables on the Notification Query selected in the Query field on the Info tab, they will display as items on this tab. Set the local variables to define which records will be selected. More
  3. Save the Notifier Job.
  4. If you want to test the notification, open the Info tab and click the Execute Job button. This will execute the notification.
  5. Notifications will be sent based on the selected Notifier Query and the schedule set up using the Info tab.