Configure Process Notifications

Edit notifications for Request events for a Process.

Configure Process Notifications

Permissions Required

Your user account or group membership must have the following permissions to configure a Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Configure Process notifications to notify Request starters and/or participants when any of the following Request events occur:

• Request started: A Request for this Process started.

• Request canceled: A Request for this Process was canceled.

• Request completed: A Request for this Process completed.

Process notifications can be sent to the following sets of users or group members:

• Process Manager: The Process Manager is an optional user assigned this role from the Process's configuration. The Process Manager understands the Process design and workflow dynamics to troubleshoot Request routing incidents.

• Request starter: A Request starter is any user or group member who has been granted permission to start a Request for this Process.

• Request participants: A Request participant is any user or group member who participates in a specific Request for this Process. A Request participant is an individual who is assigned a Task in the Request.

Follow these steps to configure notifications for a Process:

1. View your Processes.

3. Click the Notifications tab.
4. Toggle any of the following settings as necessary:

   • Request Started: Toggle the Request Started toggle key to indicate whether Request starters are notified that a Request from this Process started.

   • Request Canceled: Toggle the Request Canceled toggle key to indicate whether Request starters and/or Request participants are notified that a Request from this Process was canceled.

   • Request Completed: Toggle the Request Completed toggle key to indicate whether Request starters and/or Request participants are notified that a Request from this Process completed.

   • Request Error: Toggle the Request Error toggle key to indicate whether Request starters and/or Request participants are notified that a Request from this Process has errors.

5. Click Save.

Related Topics

Configure Process General SettingsConfigure Screen Translations for a ProcessConfigure Process Version HistoryAssign Vocabularies to a ProcessWhat is a Process?