Sign in

Configuring Email

March 11, 2026 03:05 AM
1 min read

Email is used to notify the selected identities that an item has either entered a specific life cycle state, or that it is in transition between states. So, for both the state and the transition, the configuration dialog is the same.

The top part of the dialog allows for the message itself to be specified. Users can have more than one message specified, if users want a different message to be sent to different identities. In the bottom part of the dialog, specify which identities will receive the message currently selected in the top pane.

Selecting a configured e-mail:

  1. Click the Configure E-Mail link in the Life Cycle map selected. The Configure E-Mail dialog box appears.
  2. Click the Add E-Mail message button . The Email Message search dialog appears.
  3. Click the Run Search button to see a list of previously configured emails.

  1. Select a message type and click . The pre-configured email is added to the list.

A new line is created in the top pane. The following table describes the properties:

PropertyDescription
NameThe name of the e-mail message itself
From UserThe identity from whom the message will be sent. If none is specified, the identity configuring the e-mail notification will be used. Hit F2 to bring up a search dialog with all available identities. The chosen identity must have a valid e-mail address.
SubjectThe subject line of the e-mail.
Body PlainPlain text version of the message to be sent (for recipients who do not accept HTML)
Body HTMLHTML version of the message to be sent
Query StringIf a user wants to write complex notifications, that require data from various items in Innovator, a query can be written to request this data from the database. The retrieved data can then be referenced in the body of the e-mail message. For example, to show values of a related item in the e-mail message, a query will be writtento retrieve it. To learn how to write these queries, please refer to the Advanced Programming course, or contact an Aras Consultant.
  1. Click the Add Identities button in the Identities section of the dialog to specify existing identities that will receive the e-mail (make certain that those identities have a valid e-mail address). Click the New Identity to add an identity. The Identity search dialog appears.

  1. Select the identities to receive the email and click

    to add them.