Configuring Manual Email Notifications
Workflow Manager 2020
In addition to the automatic email notifications that you can configure, you can also choose to send an email to additional people whenever you complete, edit, or roll back to a workflow step.
| • | Completing an Update History Workflow Step |
| • | Completing a Normal Workflow Step |
| • | Editing a Completed Workflow Step |
| • | Rolling Back to a Workflow Step |
| • | Editing Data |
Completing an Update History Workflow Step
When you mark a workflow step of type Update History as complete, the Update History step completion area opens. Enter a list of email addresses (separated by commas) in the Additional e-mail recipients text field to send a notification email to people other than those specified in the automatic email notification lists. If you also want to add an extra comment to the body of the email sent to these people, enter your message in the Additional email comments field.
Update History Step Completion Area
Completing a Normal Workflow Step
Use the step completion area which appears when a Normal workflow step is marked as complete to send a notification email to additional people. Enter a list of email addresses (separated by commas) in the Additional e-mail recipients text field to send a notification email to people other than those specified in the automatic email notification lists. If you also want to add an extra comment to the body of the email sent to these people, enter your message in the Additional email comments field.
Completing a Normal Workflow Step
Editing a Completed Workflow Step
Email notifications are also sent when you update a previously completed workflow step. While doing so, a dialog box appears and you are prompted to fill in the Edit comments field to explain what you have changed, and why. As well, you can enter a list of email addresses (separated by commas) in the Additional e-mail recipients text field to send a notification email to people other than those specified in the automatic email notification lists. If you also want to add an extra comment to the body of the email sent to these people, enter your message in the Additional email comments field.
Rolling Back to a Workflow Step
When you choose to roll back to an earlier workflow step, the Rollback Step dialog box opens. You can enter a list of email addresses (separated by commas) in the Additional E-mail recipients text field on this dialog to send a notification email to people other than those specified in the automatic email notification lists. If you also want to add an extra comment to the body of the email sent to these people, enter your message in the Additional email comments field.
Rollback Step Dialog Box
You can update previously submitted data. When you do this, you can enter a list of email addresses (separated by commas) in the Additional e-mail recipients text field in this step completion area to send a notification email to people other than those specified in the automatic email notification lists. If you also want to add an extra comment to the body of the email sent to these people, enter your message in the Additional email comments field.
See Also
Deleting an Account, Group, or External Email Address From an Email Notification List