Workflow Notifications

Workflow Notification blueprints allow administrators to configure the workflow process to automatically send notifications to users and groups that are assigned to a workflow task. A Workflow Notification blueprint is defined and enabled for each stage of the workflow in Stage Properties on the Workflow tab.

Elements of workflow notification

The following table describes the elements of a workflow notification.
Element

Description

Recipient

Any users or groups determined by the Assignment Model for a stage.

Delivery

Configured for entrance to any stage in the workflow process, and sent at the end of that stage.

Subscription

Recipients cannot subscribe or unsubscribe to the notifications. The subscription behavior is defined in the workflow process.

The notifications are sent when a record:

  • Is enrolled or moved to a new stage (except the End stage).
  • Is manually reassigned by the content administrator.

Workflow notification example

The following table provides an example workflow notification scenario.

Scenario

A custom application or questionnaire has a workflow configuration with 3 stages: Stage 1, Stage 2, and Stage 3. A Workflow Assignee needs to be alerted each time a record enters Stage 2 of the workflow.

Action

A user with administrative rights creates a custom application or questionnaire with 3 Stages and enables Workflow. A Workflow Notification blueprint was created and enabled for Stage 2.

Result

A user promotes a record from Stage 1 to Stage 2. A notification is sent to the Workflow Assignee as determined by the assignment model for that stage.

The task is promoted to Stage 3, but the Workflow Assignee for Stage 3 rejects the task and it is sent back to Stage 2. A notification is sent to the Workflow Assignee for Stage 2.