Table of Contents

Mailing

It is possible for tasks to send mails to the assigned user or group when created or completed. This depends on the configured options in the task Configuration.

Profile

The 'Mail Building Block' profile is used to send these task mails.

Profile

This profile has 4 task specific properties:

Property Description
Mail Template Folder Location of the mail templates.
Dashboard Url Where the 'Close Task' and 'Reassign Task' ADM's are hosted.
Task Creation Subject Subject of the task creation or reassign mail.
Task Completion Subject Subject of the task completion mail.

Mail Template Folder

This property is used to select which mail templates will be used when sending the mails. These mail templates are located in the 'Config' folder which is located in the Ometa installation root folder.

With the standard templates there are 2 options for this property:

  • Mail Templates\EN
  • Mail Templates\NL

Dashboard Url

This is the url to where the Obiz-Suite is hosted. The obiz-suite will provide 2 standalone pages for tasks, this being the 'Close' and 'Reassign' page. When an employee receives a mail from an assigned task, it will have 2 buttons that link to these separate pages.

Tip

If the default installation procedure is followed this will be the [Core Service Url] (https://ometa-core.example.com)

Task Creation Mail

Authentication Provider Configuration

When users click on the 'Close Task' or 'Reassign Task' buttons in the email, they will be redirected to the authentication page. If multiple identity providers are enabled, you can specify a preferred provider using the preferredProvider setting in the Obiz-Suite application settings.

Configuration Location

The appsettings.json file is located at:

%OMETA_INSTALL_ROOT%\Ometa Software Suite\Services\Core Service\wwwroot\assets\obiz-suite\assets\appsettings.json

Configuration Example

{
    "coreServiceUrl": "https://coreservice.example.com/",
    "preferredProvider": "idp:Windows"
}

Available Provider Options

The preferredProvider property accepts the following values:

Value Description
"" No preferred provider (user chooses manually)
"idp:Windows" Windows Authentication (Active Directory)
"idp:Microsoft" Microsoft Account / Azure AD authentication
Note

Other identity providers (such as Itsme, Google, Facebook, Twitter) are supported but less commonly used in practice.

Note

The preferredProvider setting will automatically redirect users to the specified identity provider when accessing the task pages, providing a seamless authentication experience.

Important

Ensure that the specified provider is enabled and properly configured in the Authority Service before setting it as the preferred provider.