Workflow Notifications

Notifications informing users to take action in a Workflow Action Item.

Requirements

Admins with “Change Manager” Permissions

Workflow Notifications can be sent to users using one or more of three channels:

• SMS Notification

• Email Notification

• A Workflow-generated Service Record

Create Workflow Notifications

To create and configure a Workflow Notification, go to Settings > Workflows > Click the + icon in the top right menu bar.

This is where you choose the Notification:

• Name (appears as the Notification ID in the Workflow Designer Attributes editor)

• Type

• Recipients

• Content

Configure Workflow Notifications

Admins with “Change Manager” Permissions can configure Workflow Notifications to be sent when an Action Item is:

• Activated

• Completed

To define which Notification you’d like to generate within an Action Item, select the relevant Notification ID when modifying the Action Item’s Attributes.