Email Settings Administration Page

Workflow Manager 6.0

Workflow Manager automatically sends emails to users assigned to selected roles when certain workflow events occur, such as when:

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data is submitted or rejected

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an issue is submitted or responded to

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the status of a request changes, and

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a request is nearing or is at its Service Level Agreement deadline

You set default email notification options for new projects on the Email Settings Administration page, which you can reach by clicking the Email Settings in the Administration menu on the workflow administrator Home page. Once these defaults are set, any new project created in Workflow Manager will automatically inherit these settings. If you usually configure identical email notifications for all of your projects, you will very rarely need to modify these settings.

Note: While these options are inherited by all new projects, you can customize these settings on a project by project basis using the Project Permission and Notification Settings page. See Setting Email Notification Defaults for New Workflow Requests for details.

Note: Changing the default email settings on the Email Settings Administration page has no effect on existing projects.

Use the following options to specify notification options for workflow request events:

Email Settings Administration Page Options
Option	Description
Company	Select the name of the company that you want to configure email notification settings for.
Role / Account / Email Address	All of the selected company’s roles are listed here. Users assigned to those roles will receive automatic emails upon the occurrence of the selected workflow events. You can also add external email addresses to this list so that the specified user will always receive the selected notifications even if he is not a member of any of the selected roles or he does not even have a Workflow Manager user account. See External Email Address Administration Page.
Date Submitted/Rejected	Select this option to notify the selected roles/email addresses whenever data is submitted or rejected during the completion of a workflow request.
Issue Submitted	Select this option to notify the selected roles/email addresses whenever an issue is submitted during the completion of a workflow request.
Issue Responded	Select this option to notify the selected roles/email addresses whenever an issue is responded to during the completion of a workflow request.
Workflow Status Changed	Select this option to notify the selected roles/email addresses whenever a request’s Workflow Status changes during the completion of a workflow request.
SLA at Risk/Failed	Select this option to notify the selected roles/email addresses whenever a request is nearing or is at its Service Level Agreement deadline.

The Quick Links menus provides the following options:

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View Project List—Click to jump to the Project Administration Page.

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Manage External Email Address—Click to open the External Email Address Administration Page, where you can add an external email address to the Roles/Email Address list.

Note: For more information, see Setting Email Notification Defaults for All New Projects.

Email Settings Administration Page

Workflow Manager 6.0 / AdminStudio Enterprise Server 11.5 Help Library

June 29, 2012