Using Send to

[Using IFS Enterprise Explorer Clients] [Collaborating in IFS Enterprise Explorer] [To Collaborating in Enterprise Explorer]

Explanation

The option to send information to colleagues is available in all IFS Application pages, this is a quick and easy method to share information with other users. The messages includes links to one or several objects in IFS Applications.

There are two send options.

• Send to Colleague. This will create a task in the receivers to-do list/task list. By sending tasks to colleagues you can create simple ad hoc workflows. Read more about Using Tasks.
• Mail Recipient as Link. This will create an email using your default email application, e.g. Microsoft Outlook.

Prerequisites

N/A

System Effects

Sent tasks are visible in the Sent Tasks page.

Window

Using Tasks Tasks, Sent Tasks

Related Window Descriptions

Using Tasks / Tasks / Sent Tasks

Procedure

Open an IFS Applications page and populate with the object(s) you want to send. Right-mouse click to open the context menu and select Send To/Send to Colleague or Send To/Mail Recipient as Link. Note that if you are working in a table/overview page, highlight the object(s) you want to send before selecting the option.

Figure 1: Send to Context Menu

Send to Colleague

Send to Colleague will create a task in the receivers task list. The task will contain a link to the object/objects you have selected. A dialog is displayed where you specify receiver and a message.

Figure 2. Send to Colleague dialog

Specify the following in the dialog:

• To. Enter one or several recipients. Enter either the user id or the full name of the user(s) you want to send the task to. You can use the Ctrl + K keys to complete the entry. You can also use the List of Values (...) to see all users and select from the list.
• Title. The title of the page you are working in is suggested and you can change this to any title.
• Priority. In the drop-down list you can select priority, High, Normal, Low.
• Message. Enter a message to the receiver

Click on Send button to send the task.

Mail Recipient as Link

Mail Recipient as Link will open your default email application. There will be a link in the email which links to the object(s) you have selected. When the receiver clicks on the link it will open IFS Applications and the page with the objects are displayed. If the receiver does not have permission to view the objects he/she will get an error message explaining this. Note: Mail Recipient as Link functionality can only be used in ClickOnce deployment and hence the option is only enabled when the application is using ClickOnce deployment.

Figure 3. Example create email