A Send Notification action can be added to a step within a Workflow to inform users when that step has been completed.
The Send Notification action can be added to new, or existing workflows.
More than one Send Notification action can be added to a workflow step.
A Send Notification action is used on the built-in Birthday Greeting workflow to send an Avanti message to all employees that have a birthday on that day.
Open the workflow to add a notification to
Open
Workflows > Maintain Workflows
and modify a workflow by double clicking it.The Workflow will open in a new window.
Add the Send Notification action
A Send Notification action can be added to the currently selected workflow step. Once added, the Send Notification action will send a notification when the step is triggered.
Add a
Send Notification
action from the Add menu by selectingAdd > Actions > Send Notification
.Tip:If the Actions menu option is unavailable, try selecting the Workflow step first.The
Send Notification
action will appear at the bottom of the currently selected Workflow step.