Sending Follow-Up Notifications (Reminders)

A reminder notification can be sent if the notification event is still true after a period of time.

For example, a reminder can be sent if a step is still Eligible after a number of days. A reminder cannot be sent if the notification event is All.

To send follow-up notifications:

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

    See Configuring Notifications for Workflow Steps . The Notifications tab opens.

  2. Click New.

    The Add Notification for Step window opens.

  3. Click the Setup tab.

  4. Configure the Interval field, as listed in the following table.

    Field Name

    Description

    Event

    Selects any value except for All.

    Send Reminder

    To enable the Reminder Days field, select Yes.

    Reminder Days

    Type the number of days to wait before sending a reminder notification

  5. Click OK.

  6. In the Workflow Step window, click OK.