Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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  1. WORKFLOW BUILDER
  2. Defining workflows
  3. Define Workflow Actions

Configuring communication settings

PreviousDefine Workflow ActionsNextConfiguring a conditional assignee

Last updated 2 years ago

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Communication settings are the notification settings with respect to emails, SMS and alerts that are configured for a step when a button on the form is clicked.

To configure communication,

1. In the node, click .

The Define actions window is displayed at the right. You can configure the required notification settings in this window.

2. Under Define auxiliary action, select the type of notification (email, SMS or alert) you want to send when the button is clicked and then click Configure.

3. Let’s say we selected Send an email. The Configure email window is displayed as given below.

4. Enter the Subject and Email Body for the email.

5. Under Select Receivers, select the recipients to whom you wish to send the notification on clicking the button.

Field

Description

Users who are present in company defined roles

Select this if you want the emails to be sent to specific roles You will be prompted to select the roles.

Email IDs from a particular field in the form

Select this if you want the emails to be sent to email IDs picked from a field in the form You will be prompted to select the field from which the email ID is to be picked.

Users who will be assigned this workflow after the submit of this button

Select this if you want to send an email to the assignee of the next step

Initiator of this workflow

Select this if you want to send an email to the initiator of the workflow

User who has initiated this step

Select this if you want to send an email to the user who has initiated the current step of the workflow

Total participants of the workflow

Select this if you want to send an email to all the roles and users involved in the workflow

Custom email id list

Select this if you want to send an email to specific email IDs

You will be prompted to enter the email IDs on which the email is to be sent.

Note: We can configure communication settings in a similar manner for SMS and application alerts.

On clicking Configure, we will configure the settings for the email as given below. We will provide a subject and body to the email, and pick the email ID of the initiator from the Email field in the Claim Reimbursement form. <<add a public link>>

​​Can you set up SMS and notification alerts for the same condition in a similar manner?

6. To save the settings, at the bottom right, click Apply.

Let's add an email notification in the reimbursement workflow that we had started to design. Refer . Let's say we want to send an email notification to the initiator when the status is updated to Request Raised. This can be accomplished using the following settings:

Defining Workflows
Configure Communication
Define communication actions
Configure Email - Subject & Body
Select Receivers for Email Communication
Configure an Email Communication for a workflow step