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Understanding Rich Formatting of Messages

Learn how to create an orchestration (or notification) message that contains formatted text, such as text that is bold, in italics, and in the color and size of your preference.

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beginner Beginner
duration 75 Min
modules 9 Modules

Learning Path Contents

Module Sections Topics and more

  • Overview
      duration 2 Min
    • Rich formatting carries information beyond the words and numbers in the message. With rich formatting, not only are your messages accurate and timely, they are also easily understood by their recipients. They communicate your company's brand to your customers and partners.

      Starting with JD Edwards EnterpriseOne Tools Release, you can create orchestration and notification messages that include formatted text, tables, images, and links that are interspersed with the text. In this learning path, you will create a notification message with formatted text and images. You will also dispatch that notification so you can see what the message recipient would see. All the rich formatting features used in these exercises apply to orchestration messages, too. In fact, if you prefer, you can complete these exercises using an orchestration message step instead of a notification. You can then create an orchestration with that message step and run it to send the email to yourself.

      In this learning path you will learn how to:

      • Create an orchestration (or notification) message that contains formatted text, such as bold, italic, color, and size.
      • Copy and paste formatted text from an outside source, such as Microsoft Word.
      • Preview the message from within Orchestrator Studio.
      • Add a table and an image.
      • Add an application link and learn the concept of a “placeholder.”
      • Create a message template and add that template to the message.
      • Dispatch the message as a notification.

      EnrollEnroll to track your progress. An overall percent complete replaces the Enroll option and each task is marked as complete as you progress through the learning path.

      Navigation: Click a topic to view the associated content. When you reach the end of the content, use the arrows at the bottom of the page to move between topics.

  • Before You Begin
      duration 3 Min
    Provides the scenario, prerequisites required to complete the tasks in this learning path, and the quick tour to show how easy it is to create well-formatted messages from the intuitive user interface within Orchestrator Studio.
    • Scenario
      Imagine that you work for a company that has several managers who are responsible for health and safety. Health and safety incidents are recorded in the EnterpriseOne Health and Safety Incidents application, and the managers need to review the incidents and take action. But from time to time the managers need a reminder to check on the status of the incidents, so you will create a nicely formatted message as a reminder to them, and include a convenient link in the message to launch the Health and Safety Incidents application.

      What Do You Need?
      To perform the steps in this learning path, you will need:

      • Access to a JD Edwards EnterpriseOne environment with Tools Release or later. JD Edwards EnterpriseOne Trial Edition running on Oracle Cloud Infrastructure is suitable, but you can use any environment with the proper Tools release.
      • Security access to use Orchestrator Studio.
      • If you choose to complete these exercises using a notification message that is deployed to the notification list, then your EnterpriseOne system does not need an SMTP email server.
        If you choose to build an orchestration message or a notification that is deployed to email, then your EnterpriseOne server will need an SMTP email server configured.
        Alternatively, if your EnterpriseOne system does not have an SMTP email server configured, you can send the message to the Work Center tab in the Message Center application (P980051X). Make sure that the Address Book number you use does not have an email address associated with it in Who’s Who.
    • video Rich Formatting of Orchestration and Notification Messages duration 3 Min
  • Creating a Notification Message
      duration 13 Min
    Demonstrates how to create a new notification message, add some text, apply formatting to the text, and preview it.
  • Copying and Pasting Formatted Text
      duration 7 Min
    Demonstrates how to copy and paste formatted text from another source, such as a Microsoft Word or PowerPoint document, or even a web page.
  • Dispatching Your Notification Message
      duration 11 Min
    Demonstrates how to dispatch the notification message.
  • Adding a Table and an Image to the Message
      duration 13 Min
    Demonstrates how to add a table and an image to the message you created in the first exercise.
  • Adding a Message Template
      duration 13 Min
    Demonstrates how to create a template for a standard company footer with a copyright notice, edit your message, and add the template to the bottom of your message.
  • Adding Link to the Message
      duration 13 Min
    Demonstrates how to create a link to the EnterpriseOne Health and Safety Incidents application (P54HS00) and how to add that link to the body of the message using a “placeholder” so that the message recipients can launch the application from the link in the message.
  • Rich Formatting of Messages Tips and Tricks
      duration 20 Min
    Discusses the tips and tricks for using the editor to create text attachments, messages, and notifications with rich text formatting.