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Email Setup for RCM Steps / WF Steps ?

darpan13
Contributor

SOURCE: ONESTREAM CHAMPIONS

Hi Team,

Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification.

Best Regards and Thanks

Darpan Bhansali

9 REPLIES 9

You’ll need an event handler for the workflow completion one. Either way, is the email configured?

Hi Celvin,

Event Handler - Yes we can use it in Business Rules, but we want to use the standard one stream feature to send emails, (Refer Screenshot).

just want to understand why emails are not sent after we enabled the notifications or what settings we are missing here.

Best Regards and Thanks

Darpan

OneStream%20Email
 
 

PKiernan
OneStream Employee
OneStream Employee

In the Access Control is the “Notify” box checked for the users designated to be receiving emails>

Hi Patrick,

Yes, in RCM Access control notify check box is enabled as well.

Regards and Thanks

Darpan Bhansali

NicolasArgente
Contributor

Try first within the BR simply to check if the Email settings in the backend server can send emails.

Hi Nicolas,

we tried with the Task manager and are able to send emails. so email settings are working as expected, but still, we are not getting notifications from RCM.

Best Regards and Thanks

Darpan Bhansali

darpan13
Contributor

Issue Resolved Team.

Thanks for the support.

we can close this post.

AndyR
New Contributor III

Hi Darpan,
Since none of us are internal to your company and therefore can’t see the solution would you be willing to post it here so we can all learn?
Thanks,
Andy

Hi Andy,
for sure i like the community of learners in this forum! so I was working with Darpan on this issue and here the solution which is very simple:
We do have the RCM version PV630 SV100 so in order to receive notifications you should have an active role on the process, nevertheless on this version the default role is: viewer (viewer does not receive any notification) so when you activate the notify flag for your users make sure to update also the role they are playing. (please referrer to the below flow to understand it better).
Cheers.

 

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