Create Training Participant Confirmation Mailing Event
Explanation
This activity is used to set up an email that will be sent when a person who
applied for a training event is confirmed as a participant. That way, when
someone goes to the Training Event window,
Participant tab, and then right-clicks a registered participant and
clicks Confirm, an email will be sent.
Note: This activity has to be performed by an application owner. If you do not have
application owner privileges, contact your system administrator.
Prerequisites
There are no prerequisites.
System Effects
As a result of this activity, a mailing event will be configured to send
emails to relevant persons when participant of a training event is confirmed.
Window
Events
Related Window Descriptions
Events
Procedure
- Open the Events window and search or populate it.
- Right-click the CONFIRMATION_TRAINING_EVENT
row and click Create New Actions. The
Event Action window will open.
- In the new window, ensure that action type is set to E-Mail.
- In the Action Description field, enter a general description of
the action, in this case a mail that will be sent to an employee who was
confirmed as a participant of a training event.
- In the To field, drag the &PARTICIPANT_EMAIL from the
Event tab. This will cause the mail to be addressed to the
employee who will participate in the training.
- In the Subject field, enter the title of the mail.
Note: Optionally, it is a good idea to drag
TRAINING_EVENT_ID or TRAINING_EVENT_NAME item into the title of the mail so that the employee knows
which training he or she will participate in.
- In the Attach Files field, enter &CALENDAR_EVENT item.
This will include an attachment in an email that, once opened by the
recipient, will update their calendar with the date and time of the
training.
- In the Message field, compose the body of your mail. Use the
available substitution fields (located on the Event and General tabs) to insert parts of the mail which will change
dynamically based on the recipient of the mail. It is also a good idea to
explain what should be done with the attachment.
- Save the event.
- Right-click the header and click Enable this action.