Sending Notifications when Workflow Steps have Specific Results

You can configure a notification to be sent when a workflow step has a specific decision or execution result.

Note: If you have installed and enabled the Mobility Access add-on, you can configure notifications for decision steps to be acted on by PPM users from their email inboxes. For details, see PPM Mobility Access

To send notification when a workflow step has a specific result:

  1. In the Workflow Step window, click the Notifications tab.

    See Configuring Notifications for Workflow Steps .

  2. Click New.

  3. In the Add Notification for Step window, click the Setup tab.

  4. From the Event list, select Specific Result.

  5. From the Value list, select the workflow step result to trigger the notification.

    Note: The available values are determined by the workflow step source validation.

  6. 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 will go 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.

  7. To send recipients a reminder if the event is still in effect after a given number of days:

    1. For Send Reminder?, click Yes.

    2. 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.

  8. For Enabled, leave Yes selected.

  9. To stop notification transmission once the step is no longer eligible, select the Don't send if obsolete checkbox.

  10. In the Recipients section, do one of the following:

    • Click New, and then use the Add New Recipient window to select the notification recipients (users, security groups, or tokens).

    • To specify the users or groups listed on the Security tab for the step as notification recipients, click Copy Security.

  11. Click the Message tab.

  12. Configure the body of the notification, and then click OK.

  13. In the Workflow Step window, click OK.