There are 4 types of recipients to choose from:

  • " Fixed Recipients "—here, you simply need to specify the email address(es). These addresses can be:
    • be entered manually
    • are taken from the list of 'Users / PDM Groups' by clicking on  


 

Result:

 


  • 'Recipients defined in a PDM variable'—simply select the variable from the list provided.

 


    • In the case of an email notification ( Notification Type), the variable may contain:
      • The email address of the user to be notified:

 


      • It can also include the user's full name or initials; the system will automatically match them to the email address.

 


    • In the case of a PDM notification ( Notification Type), the variable may contain:
      • The user's full name, initials,or email address.



    • In the case of a PDM notification ( Notification Type), it is not possible to match the Initials and the Full Name:


 



  • 'Recipients Based on a Condition'—here, you can enter a condition or create a concatenation (see Attribute Concatenation) to send a message to recipients based on that condition.

 

For example, in the window above, a message will be sent to members of the PDM Validation group provided that the PDM INDICE variable is equal to Indice0.


  • ' Recipients Based on a Location'—here, you can select a folder in the vault to send a message to recipients for all documents in that folder. You can check the "Include subfolders" box if needed.

 


Once all these definitions have been added, they appear in the list and will therefore be applied during processing. We have thus defined four rules here. They can be reordered by clicking the Up Arrow or Down Arrow buttons.