Anniversary Date and Birthday Notifications

Last year, you may have experienced an issue where the following workflows would not send notifications in late December:

• Anniversary Date

• Birthday Greeting

• Birthday Date

If you have one of these workflows in your company with the following default Workflow IDs, Avanti has automatically updated your workflow. It will send notifications as expected in December, so there is no action required on your part.

If you have one of these workflows with a Workflow ID that differs from above, you will need to reinsert the workflow. See the guidelines below on how to Confirm Your Workflow ID.

How to Confirm Your Workflow ID

Unsure whether you need to update your workflow? This section will guide you through confirming your Workflow ID.

Step 1: In the Avanti Desktop Application, navigate to Maintain Workflows.
By default, this can be found in Workflows.

Step 2: Review your Workflows and review the Workflow ID for the anniversary date and birthday workflows.

• If the Workflow ID matches the Default Workflow ID, no action is required on your part. Your workflow will send notifications in December.

• If the Workflow ID is different than the Default Workflow ID, move on to Replace Your Workflow.

Replace Your Workflow

There are three steps to replacing your workflow:

• Get the setup from your existing workflow

• Create the new workflow

• Delete the previous workflow

Get the Set Up from Your Existing Workflow

Before adding the new workflow, you need to review your existing workflow to replicate its set up. This will ensure that the correct individuals continue to receive the workflow notification.

Important Information
Please ensure you have you are running Avanti version 9.44 or newer before completing the steps outlined in this article.

Step 1: In the Avanti Desktop Application, navigate to Maintain Workflows.
By default, this can be found in Workflows.

Step 2: Select the Workflow you are replacing, then select Modify.

Step 3: Select Send Notification Settings.

Step 4: Copy the text from Subject and Message into a separate document. This will be pasted in the new workflow.

Step 5: Take a screenshot of the Notification tab and the Recipients tab, or note the selections on these tabs.

Step 6: Select OK to close Send Notification Settings.