1. Others
  2. Action and Document Management
  3. Activities

Set up communication profile: To
Application task

Use the communication profile of type To to define the main recipient of the document.

You can define the recipient in several ways: 
  • Table field: Fill in the Data source field and Field name field. The address information is searched for based on the defined table field.
  • Addressee scenario: Fill in the Data source field and Scenario field. The address information is searched for based on the defined data source and addressee scenario.
  • Email: Fill in the Email field. The document is sent to the defined email address.
Use only one of these ways and do not combine these in one communication profile.


Standard procedure

1. Click Action and document management design.
2. Click the Document types tab.
3. In the list, click the link of the desired document type.
4. In the Perspectives section, in the list, find and select the desired perspective.
5. In the Communication profiles section, click New.
6. In the Profile type field, select 'To'.
7. Sub-task: Table field.
  7.1 In the Data source name field, enter or select a value.
  7.2 In the Field name field, enter or select a value.
8. Sub-task: Addressee scenario.
  8.1 In the Data source name field, enter or select a value.
  8.2 In the Scenario field, enter or select a value.
9. Sub-task: Email.
  9.1 In the Email field, enter an email address.
10. Close the page.
Related to Notes

Set up communication profile: To

 		 

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