Message groups

You would need to set up event server.  Event server has events for those and many others. You then configure the event to do something such as send emails. 

Hi Thomas,

Thanks. I tried to setup an event but did not receive a mail. what are the conditions in general need to set to execute this event ?

You may not need any conditions. Maybe company.  The concept is to send an email.  The email address to send to is probably 

For testing hard code the email address as your own email, and include the various parameters in the email message so you can gain understanding of what the parameters contain. 

After that - to test you need various data triggers such as follow up date, customer review date and others.  

Then you need to generate the follow up messages.   

The follow up messages process generates data / records in IFS for the people who are set to receive the messages (per the message groups).   The event server looks for those follow up messages, and if you have an event action to send email, an email is sent. 

Hi, 

I sent a reply but does not appear to have been posted. 

Per your question what conditions, … probably don’t need conditions. Maybe company.   

The emailing / follow up messages is a multi-step process. 

You need the message groups where the message group is set to send the messages. You need the users to be assigned to a message group that sends the message. 

You need a scenario where the message would be triggered for example follow up date has passed. 

You need to run the IFS process to update the follow up messages.  This action then created records in IFS. Event server actions can be triggered to send the email. 

Like most event actions it’s probably easiest to test an event action by setting a specific email address on the action. The message body can contain the parameters (attributes) to gain better understanding of the data. 

Best regards, 

Thomas

Hi Thomas,

Thanks for your explanation. I'm wondering how it will connect to the event when update followup messages. I find the background job, but no application message to send out emails.

Thanks

Are the corresponding events and event actions enabled?   Are the users assigned to a message group where the appropriate message is set to send messages? See the credit analyst user. 

Each message - in the message group, has a corresponding event in event server.  You need to enable the event and create an event action to send an email. 

One is the message type, the other is the event.