pp108 : Model Email Template for KPI

Model Email Template for KPI

This topic provides an overview of Modeling Email template for KPI.


The objective of the Model Email template is to send the KPI and related contextual information to the user, when a specified condition based on a business objective is met.

In the Email template, you can include the information which is relevant to the KPI, for example, KPI name, Target Value, Processed Value and so on. You can also customize the contents of the Email template as per the requirement in terms of the background color, font size, formatting and so on.
The components of the Email template can be modeled by changing the HTML code.

The Attributes related to the KPI such as KPI name, Process name, Activity name, KPI processed value, and attributes like mailid, displayname and targetvalue would be available in the 'Message' area under the Message data tree of the Email template and these attributes can be used in any of the above components by dropping them in the specific area.

  1. In the Model tab under the Email Model component, provide the necessary message, which has to be sent as part of the mail.
  2. The Model has Header, Salutation, Body, Signature, Footer, and Application Details components. The selected attributes in the earlier stages are available under the Message area of the Email template and these attributes can be used in any of Model components by dropping them in the specific area.

    Note:
    For more information on the Email Model template, refer Creating an Email Model.

    The Email template is now created. You can now generate a Web service on this E-mail template and invoke it to trigger actions.

    Attention:
    While creating an Email template,

    • The Email template integration with BAM will handle the 'Message Template' creation.
    • At present, the Message Metadata (EMail Template > Model Source > Message > Data > Message Metadata) section on the Model Source tab page does not have any significance. Even if you select Message Metadata, the Email template does not show any changes.

Related tasks

Creating a KPI
Defining Objectives of a KPI
Attaching a Business Measure
Building Expression
Defining a Schedule
Defining Actions
Generating a Web Service Operation on an E-mail Model

Related reference

Ranges
KPI Composite Control Properties Interface