This guide walks through the steps required to automatically send an email to users when they are moved into a specific workflow process. 

• Setup a new test User Migration workflow process

• Move a test user into this process

• Administration -> Extensions -> Servicing Plans -> User Migration Plans

• Service Plans -> New Service Plan
• Plan Name: <As required> e.g "Send email for Process Migrating", click New Plan
• Data Source: Select Processes -> Choose test Process
• Don't tick Reset Prior to Run
• New Service Plan Actions (Publishers)
  • Event: On-Publish
  • Action: Send Email
  • Target: Email name
  • Param: Schedule:[Timestamp]
• Validate the plan
• To test: 
  • Click Run Plan Evaluator - It should find the users in the process
  • Click Run Plan Scheduler - It should find the users in the Process who haven't been "Completed" by the plan previously
  • Click Run Plan Actions - This will add the emails to the queue for the in-scope users; they can be removed from the queue with right-click 
  • IMPORTANT: Never click the Reset Plan or Reset, Eval, Schedule & Publish buttons as this will reset the "Complete" status for each user who has been processed, and they will receive the email a second time when the plan next runs
    

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.