Workflow Notifications
  • 05 Feb 2024
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Workflow Notifications

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Article Summary

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

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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.


What's Next