Configuring communication settings
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,
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.
Let's add an email notification in the reimbursement workflow that we had started to design. Refer Defining Workflows. 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:
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.
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