Create a messaging agent

14 May 2016 By dgnviewer.com

Messaging agents send messages automatically through the ProjectWise messaging system or your email system when something happens to a document.

1. In ProjectWise Administrator, right-click Messaging Services in the left pane and select New > Messaging Agent.
2. When the New Messaging Agent Wizard opens, click Next.
3. On the Defining the messaging agent page:
   • In the Message subject field, type Ready for review
   • In the Message body field, type Please review the following
   • Set Message type to ProjectWise message
   • Check Attach Document to have the document attached to the message.

   Note: You can attach the document itself to the message if the message is an email message. In this case, a ProjectWise message, the ProjectWise address of the document will always be seen in the message.

4. Click Next.
5. On the Specify message recipients page:
   • Uncheck Users that have access to the document. (If this is on, every user with Read access to the documents get the message when it is sent - which could be a lot messages to a lot of users.)
   • Click Add to select your login name for this exercise so you receive the message. 6. Click Next.

6. On the Specifying Message Sending Mode page select Send the message silently, so that the user who performs the action that triggers the message will not be notified before the message is sent.

   Show dialog to send the message lets the user who performs the action that triggers the message receive the message before it is sent out. They can modify the contents of message if they want.

7. Click Next.
8. On the Specify Command type and Sending time page:
   • Select the Command type Document state change
   • Select Send the message when the document enters the new state

   That means that the reviewer will be notified when the designer is through and has moved the document to the state you’ll specify on the next page.

9. Click Next.
10. On the Attaching Folder to Document Agent page:
    • Click Add to select the Civil Project Workflow and the Review State. Click OK and then click Next.
11. When the Finishing New Messaging Agent page opens, click Finish.
12. Now, move to the States node in ProjectWise Administrator, right click on the Design state and select Properties.
13. Click on the Agents tab and click the Add button.
14. From the Messaging Agent list, select your messaging agent.
15. From the Workflow list, select the Civil Project workflow to apply the messaging agent. Click OK to close the dialogs.