Sending Notifications When Workflow Steps Become Eligible
To send a notification when a workflow step becomes eligible:
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In the Workflow Step window, click the Notifications tab.
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Click New.
The Add Notification for step window opens to the Setup tab.
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From the Event list, select Eligible.
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To determine the frequency with which the notification is sent, from the Interval list, select a value.
Note: If you select 8:00 AM Daily M-F, the notification goes out every morning at 8:00 AM from Monday through Friday after the step becomes eligible.
If you select 8:00 AM Daily M-F or Hourly M-F, you can send multiple notifications to a single recipient in a batch.
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To send recipients a reminder if the event is still in effect after a given number of days:
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For Send Reminder?, select Yes.
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In the Reminder Days field, type the number of days after which, if the event is still in effect, a reminder is to be sent.
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For Enabled, leave Yes selected.
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To stop notification transmission once the step is no longer eligible, select the Don't send if obsolete checkbox.
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In the Recipients section, do one of the following:
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Click New, and then use the Add New Recipient window to select the notification recipients (users, security groups, or tokens).
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To specify the users or groups listed on the Security tab for the step as notification recipients, click Copy Security.
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Click the Message tab.
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Configure the body of the notification, and then click OK.
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In the Workflow Step window, click OK.