Email Notification Events

Workflow Manager 2014

In Workflow Manager, you can configure automatic and manual email notifications to be sent out as certain events occur during the completion of a project’s workflow requests. The events which can trigger an email notification are listed by category in the following table:

Email Notification Events by Category
Event Category	Events
Workflow phase or step	Is initiated, rolled back to, updated, or completed.
Workflow request	Has its status changed.
Data	Is submitted, rejected, or updated.
Issue	Is submitted or rejected.
Project	Is nearing or passing its Service Level Agreement (SLA) due date.

You have extensive control over whether or not email notifications are sent when these events occur, and who the notifications are sent to. You can:

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Set project defaults, which are inherited by all new projects

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Set workflow request defaults for a project, which are inherited by all of its workflow requests

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Override settings on a per-workflow request basis

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Manually select recipients when a workflow step is completed or rolled back to.

The following table lists all of the email notification events, and where in Workflow Manager each can be configured:

Automatic and Manual Email Notification Events
Events	Automatic Project & Workflow Request Defaults	Automatic Workflow Request Overrides	Manual Notification During a Workflow Request
Data is submitted or rejected Issue is submitted or responded to Workflow status is changed Project is nearing or passing its SLA due date	Notification tab of Template Details page	Workflow Request Notifications Override page	N/A
Specific workflow phase or step is initiated	N/A	Workflow Request Notifications Override page	N/A
Rollback to a specific workflow phase or step	N/A	Workflow Request Notifications Override page	Rollback Workflow Item dialog
Specific workflow phase or step is edited	N/A	Workflow Request Notifications Override page	Update History dialog
Specific workflow phase or step is completed	N/A	Workflow Request Notifications Override page	Workflow Request Notifications Override page
Data group is edited	N/A	N/A	Edit Data dialog
Workflow phase or step is completed	N/A	N/A	Update History dialog Workflow Step Completion dialog

There are both automatic and manual types of email notifications:

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Emails are automatically sent to people whose roles or accounts are listed on the Notification tab of the Template Details or Workflow Request Notifications Override pages.

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Emails are also sent to those accounts manually specified on the Update History or Workflow Step Completion dialog that is displayed when a workflow step is completed, on the Edit Data dialog that is displayed when a data element is edited, or on the Rollback Workflow Item dialog which appears when a workflow step is rolled back to.

Email Notification Events

Workflow Manager 2014 Help Library

September 23, 2014