- 11 Apr 2024
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Workflow Notifications
- Updated on 11 Apr 2024
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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
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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
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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.