Global Settings and Permissions
Global Settings
Delegate has global configuration for default email addresses for notifications inautomatedworkflows. This provides a straightforward way to quickly define the email addresses that will be included in all automated workflows by default.
To configure these email addresses, follow these steps:
- Navigate to Delegate > Delegate Settings tab
- Enter valid emails in the global defaults section
- Click on Save Emails
- Workflow Complete Notification: A notification will be sent upon the completion of a workflow.
- Step Failure Notification: An optional notification that is sent when a step fails or has partially completed.
- Step Complete Notification: An optional notification that is sent when a step runs successfully.
Permissions
Delegate 3.0 evaluates two permissions when working with automated workflows.
By default, when installed into a workspace, the Delegate > Automated Workflows tab is only available to System Administrators. To allow other groups to access Automated Workflows, they should be granted tab permissions via Workspace Details > Manage Workspace Permissions.
Granting a group access to the Automated Workflow tab grants users of that group the ability to create and run automated workflows.
The second permission is automatically checked when creating a workflow and adding the Execute Relativity Script. The Execute Relativity Script step will only display the scripts that the current user has access to.
If a user is viewing a workflow that was created by someone else with an Execute Relativity Script step configured with a Relativity script the viewing user does not have access to, the user may change that step to a different script but will not be able to change it back.
Instance Settings
Managing SMTP server configuration-related notification issues.
To prevent workflows from failing if the SMTP server is not configured / configured properly. The below instance setting is used:
- Section: Milyli.Delegate
- Name: ContinueWorkflowOnFailedNotification
- Type: True/False
- Initial Value: True
When set to true the workflow will NOT consider SMTP configuration issues to be an error and the step will proceed. There will, however, be warnings listed in the Workflow Execution Details for each Step that has an SMTP configuration-related issue.
When the value is set to False, the workflow will consider SMTP configuration issues to be an error and will be governed by the Notification and Error Behavior settings for the Step.
Note: This setting will not prevent failures due to invalid email addresses being supplied to a correctly configured SMTP server.