ProjectWise Administrator Help

To Create a Workflow Messaging Agent for Document State Changes

  1. First make sure you have at least one workflow in your datasource.
  2. Next, follow steps 1 to 5 in the procedure, To Create a Messaging Agent for Check-ins, Check-outs, Exports, Version Changes, or Server Copy Updates.
  3. When you get to the Specify command type and sending time page:
    1. Set Command type to Document state change.

      This will generate a message whenever a document is moved to another state in the selected workflow(s).

    2. Select either Send the message when document leaves the current state or Send the message when document comes into the new state.
    3. Click Next.

  4. When the Attaching Workflow State to Workflow Agent page opens:
    1. Click Add.

    2. In the Select Workflow State dialog, select the required workflow and state (default state is <All States>), then click OK.
    3. Attach additional states as needed.
    4. Click Next.
  5. On the Finishing New Messaging Agent page, click Finish.

    The new message displays in the list.