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Add the Send Message action to send a message to a person when the service is requested. For example, if a service has been delivered, you can send a message to his manager. You can send a message to the Web Portal and by e-mail.
E-mail notification for this action differs from E-mail Integration, which you can configure at Setup > Behavior:
- If you configure e-mail integration, Identity Director always sends notifications by e-mail for each action that requires user interaction. These e-mails contain a link that opens the Web Portal.
- If you configure e-mail notification, Identity Director only sends a notification by e-mail for this particular Send Message action. This e-mail contains the actual text of the message, not a link to the Web Portal.
Configuration of Properties tab
Field |
Explanation and Tips |
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Action Name |
Optionally specify a friendly name for the action. This name must be unique in the workflow. |
Actor |
Specify to whom the message is sent. Specify actors manually or use the drop down field to specify them indirectly. Dynamic actorsYou can use placeholders and/or functions to dynamically determine the actor(s) to which it applies. When the action is executed, these resolve into a specific value. For example, this allows you to determine the actor by a previous action or by user input.
Smart rulesIf you select a smart rule of type List of people or People related to subscriber, also specify its behavior.
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Message |
Specify a message.
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Send e-mail notification |
Enable e-mail notification for this specific action. This sends an e-mail to the user that a message has been delivered in the Web Portal, if you have enabled E-mail Integration (at Setup > E-mail Integration).
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Expiration |
Specify when the action expires. This shows the message in the Web Portal until the subscriber reads it or until the action expires.
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Mailbox |
Send the message by e-mail. If you select this option, the E-mail settings tab becomes available. |
Identity Director |
Send messages to the Web Portal. If you select this option, the option Send e-mail notification becomes available. |
Configuration of E-mail settings tab
Item |
Explanation and Tips |
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Use global e-mail integration settings |
Apply the settings at Setup > E-mail Integration. This makes it easier to configure the e-mail settings of this action, because you no longer need to configure them manually. And if you change anything to the global E-mail Integration settings, they immediately apply to all actions that use them.
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From |
Specify the e-mail address from which the message originates.
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To |
Specify the primary recipient of the e-mail notification. |
CC |
Include Carbon Copy (CC) functionality. For example, use CC to notify a business relation of the subscriber without violating his privacy via e-mail (CC) of a specific event in the transaction.
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Include BCC |
Include Blind Carbon Copy (BCC) functionality. For example, use BCC to notify the manager of the subscriber via e-mail (BCC) of a specific event in the transaction.
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Server / Port |
Specify the SMTP server that sends the message.
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User name / Password |
Specify the credentials for the e-mail address specified in the From field.
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Enable TLS Encryption |
Enable TLS encryption. This enhances the security of SMTP communication in your Identity Director environment with the TLS protocol. |
Test Connection |
Validate the configured server settings.
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