PDM tasks can fail for several reasons (licensing issues, problems accessing certain files, configuration issues, etc.)



To check a task, you need to open the task list from the PDM administration interface:




With the PDMMessage tool from the myPDMtools suite, you can be automatically notified when a task in a myPDMtools tool fails—or even when it succeeds.



Setting up PDMMessage is simple. Just select PDMMessage in myPDMtools, then create a new message template.



The message templates are fully customizable:



The list of message recipients is fully customizable.

For example, it is possible to store the recipient in a PDM variable for the processed file, based on certain conditions or the location of the processed files, or simply to use a fixed recipient in order, for example, to notify an administrator:





The message content can also be customized; simply add an introduction:



An array can also be defined:



The columns in the table can also include PDM variables:



Finally, a conclusion can be added at the end of the email.

The text can also include PDM variables, such as the names of PDM users:





To enable PDMMessage, simply open a PDM task.

For example, let's open our DocPublication conversion task:



In the PDMMessage section, all you have to do is enable the tool and select the template to use in case of success or failure:



The PDMMessage tool can also be enabled independently and in the same way to notify a user of a status change.

All you need to do is create a PDMMessage task:



Select the message template you want to use:



Finally, by modifying the PDM workflow, you can execute a PDMMessage action during your transitions: