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.
On this page
Elements of 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
|
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. |
