Please ensure Javascript is enabled for purposes of website accessibility
Powered by Zoomin Software. For more details please contactZoomin

AVEVA™ Contract Risk Management - Company Portal

TABLE OF CONTENTS

Communication workflows

Save PDF
Save selected topicSave selected topic and subtopicsSave all topics
Share
Share to emailCopy topic URL
  • Last UpdatedDec 20, 2024
  • 6 minute read

Each communication template has two associated workflow templates:

  • Routing - Used to send notifications, create reviews and log commercial auditing information about communications.

  • Notification - Used to send automatic email notifications when a communication is sent/published or its state is changed, e.g. from Awaiting Agreement from Recipient to Agreed.

Default templates for both the routing and notification workflows are set when the communication template is created. These templates can be edited as necessary.

For more general information, see Workflows.

View the workflow templates for a communication template

View a routing workflow template

  1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

  2. Select the Communication Templates tab.

    The Communication Templates page is displayed.

  3. Click the fa-sort-down drop-down arrow for the template you want to publish, and select View Routing Workflow Template from the menu.

    The Workflow Designer opens in a new window. Log in if required.

    The routing workflow template is displayed as read-only.

View a notification workflow template

  1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

  2. Select the Communication Templates tab.

    The Communication Templates page is displayed.

  3. Click the fa-sort-down drop-down arrow for the template you want to publish, and select View Notification Workflow Template from the menu.

    The Workflow Designer opens in a new window. Log in if required.

    The notification workflow template is displayed as read-only.

    Edit the workflow templates for a communication template

    The following users can edit a communication workflow template:

    • Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

    • Business unit Best Practice Library: users with one of the following sets of permissions:

      • the Manage Business Unit Best Practice Library permission for the business unit

      • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

    • Project/dept Best Practice Library: the Project Administrator

    • Contract Configuration: users with the following contract roles:

      • Contract Owner

      • Contract Administrator

      • Contract Process Owner

      • Company Representative

    Edit a routing workflow template

    1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

    2. Select the Communication Templates tab.

      The Communication Templates page is displayed.

    3. Click the fa-sort-down drop-down arrow for the template you want to publish, and select Edit Routing Workflow Template from the menu.

      The Workflow Designer opens in a new window. Log in if required.

      The routing workflow template is displayed as editable.

    4. Activities can be added to the workflow by dragging them from the toolbox on the left-hand side of the Designer into the correct position in the Workflow Steps area.

      See Workflow templates for more information about the activities which can be added to a workflow.

    5. To remove an activity from the Workflow Steps area, right-click on its header and select Delete.

    6. To move an activity to a different position in the workflow, drag it to the new location between the two arrows.

      Warning If a red alert appears next to an item in the workflow, it is invalid and the workflow will not run. Because this alert is displayed at all invalid levels, you may need to trace through the workflow steps to find the attribute or activity which is invalid.

    7. When the workflow is complete, click Save from the File menu.

      The template is checked for validation errors. If it is invalid, communications cannot be created from the communication template which uses this routing workflow template.

      Edit a notification workflow template

      1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract Configuration page.

      2. Select the Communication Templates tab.

        The Communication Templates page is displayed.

      3. Click the fa-sort-down drop-down arrow for the template you want to publish, and select Edit Notification Workflow Template from the menu.

        The Workflow Designer opens in a new window. Log in if required.

        The notification workflow template is displayed as editable.

      4. If necessary, double-click the Notification Workflow area to open the workflow template.

      5. Double-click any of the communication states to update them. Activities can be added by dragging them from the toolbox on the left-hand side of the Designer into the correct position.

        See Workflow templates for more information about the activities which can be added to a workflow.

      6. To remove an activity, right-click on its header and select Delete.

      7. To move an activity to a different position in the workflow, drag it to the new location between the two arrows.

        Warning If a red alert appears next to an item in the workflow, it is invalid and the workflow will not run. Because this alert is displayed at all invalid levels, you may need to trace through the workflow steps to find the attribute or activity which is invalid.

      8. Click the Notification Workflow breadcrumb to update further communication state workflows.

        When the workflow is complete, click Save from the File menu.

        The template is checked for validation errors. If it is invalid:

        • Communications cannot created from the communication template which uses this notification workflow template.

        • The state cannot be changed for communications created with the communication template which uses this notification workflow template.

        Tips

        • Field values must be valid Visual Basic (VB) expressions.

        • Text must be enclosed in quotation marks, e.g. "Notification"

        • Numeric values should not be enclosed in double quotation marks, e.g. 10

        • You can include variable names in field values. Click Variables at the bottom of the screen to see a list, and type the name of the appropriate variable into the field; following the name, type a . to display a list of attributes. Double-click the attribute on the list to add it to the VB expression in the field, e.g. Contract.Name

        • Use & to concatenate separate strings of text and variable names, e.g. "Notification for " & Contract.Name

        • Use Environment.NewLine to include a paragraph break in a block of text, e.g. the Review Guidelines field for a Review activity.

        • Custom fields can be included as:

          • Contract.CustomFields.Item("Custom Field 1").FieldType

          • Communication.CustomFields.Item("Custom Field 1").FieldType

            where Custom Field 1 is the name of the custom field and FieldType is the type of field. Possible field types are:

          • Text - Small Text Field, Full Width Text Field, Comments Box

          • Number - Number

          • Date - Date

          • DateAndTime - Date and Time

          • YesOrNo - Yes or No

          • PickListSelectedOption - the option from a PickList

          • Currency - Currency

        In This Topic
        TitleResults for “How to create a CRG?”Also Available in