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A "Workflow Completion" Email Notification Is Not Including the BP Record Information As Attachment (Doc ID 2717994.1)

Last updated on NOVEMBER 05, 2020

Applies to:

Primavera Unifier Cloud Service - Version 20.7 to 20.10 [Release 20.7 to 20.10]
Information in this document applies to any platform.

Symptoms

A Business Process (BP) has been configured in a Project/Shell to "Notify users or groups on workflow completion". The same BP also has setup an Email Notification to: "Include record information as attachment" and "Override default format" with a custom print. The problem that is being reported is that the attachment is not being attached to the Notification Email.


STEPS
-----------------------
The issue can be reproduced at will with the following steps:

  1. Log into the Unifier environment.
  2. Navigate to the Project/Shell where the BP has been enabled > Admin mode > Setup > Business Process > Select and open the BP > Workflow Setup > Open Workflow Setup.
  3. General Tab, "Default Record format for Notification and Document Manager": "Custom" is checked > "Custom Print 1" is selected
  4. Click on "Settings" tab > End Step > Email Notification section: Email Attachments: "Include record information as attachment" is checked, and "Override default format" is checked", Format: Custom: "Custom Print 1".
  5. Still on "Settings" tab > Top node > Additional Information section: "Notify users or groups on workflow completion:" User Group 1 is selected.
  6. The BP record is processed and the user receives the Email notification that the BP record is at the End step, but there is no attachment.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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