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.
Request error: A Request for this Process has an error.
Request comment: A Request for this Process has comments.
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.
Requester: A Requester is any user or group member who has been granted permission to start a Request for this Process.
Participants: A 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:
Click the Notifications tab.
Notifications tab from which to configure in-platform notifications for a Process 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.
Request Commented: Toggle the Request Commented toggle key to indicate whether Request starters and/or Request participants are notified that a Request from this Process has comments.
Click Save.
Related Topics
Configure Process General SettingsConfigure Screen Translations for a ProcessConfigure Process Version HistoryAssign Vocabularies to a ProcessWhat is a Process?Last updated