000037536 - RSA Archer Advanced Workflow Actions by Email configuration checklist

Document created by RSA Customer Support Employee on Jun 4, 2019
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Article Number000037536
Applies ToRSA Product Set: Archer
RSA Product/Service Type: RSA Archer (On-Premise)
RSA Version/Condition: 6.6 and greater
IssueWhen setting up Advanced Workflow Actions by Email there are 5 places this needs to be enabled.
ResolutionACP Configuration
ACP -> Instance -> General Tab -> Notifications section -> Advanced Workflow Actions by Email Configuration -> Check "Enable for this instance" and configure the settings.
 
User level configuration
Administration -> Users -> Open user -> General Information -> Check the box "Advanced Workflow Actions By Email"
 
Template configuration
Administration -> On Demand Notification Templates -> Open template -> General tab -> Check the box "Advanced Workflow Actions By Email:"
 
Application level configuration
Administration -> Applications -> General Tab -> Check the box "Advanced Workflow Actions By Email:"
 
AWF User action node configuration
Administration -> Applications -> Advanced Workflow Tab -> Open Node -> Advanced Workflow Actions by Email section -> Check the box "Enable for this user action node"

Please see the product help for more details on each of these settings.

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