Use the Notification tab to set up automatic email notifications to users and groups whenever a non-workflow business process is created or modified, either manually, or via auto-creation, reverse auto-population, CSV, or integration.
Note: If the business process has been designed to allow users to include additional users or groups in the email, the email notification will be sent to them as well.
- Use the information in the table below to complete the Notification tab.
- Click Apply to save your changes and OK to exit.
In this field: | Do this: |
---|---|
Send notifications to | Click Select and choose those users or groups that should be notified whenever a non-workflow business process is created or modified. |
Notify creator on record modification | By default, this check box is checked. If you do not want the BP creator to be notified when the business process is modified, de-select this check box. |
Notify Assignee of Record Modification | Select this check box if you want the assignee(s) on a step to be notified whenever the business process record is edited. |
Notify Cc on Record Modification | Select this check box if you want the users who have been Cc’d on a step to be notified whenever the business process record is edited. |
Notification triggering events | The fields you select here will tell Unifier when to notify the users or groups. |
Edit Upper Form | Select this check box if notification should go out whenever the upper form of a record is edited. |
Add/Edit/Delete Line Items | Select this check box if notification should go out whenever a line item is added to the record, edited, or deleted from the record. |
Add General Comments | Select this check box if notification should go out whenever comments are added to a record. |
Add/Remove Attachments | Select this check box if notification should go out whenever attachments are added to or removed from a record. |
Attachments | The fields you select here will tell Unifier how to add attachments to the record. |
Include both record and line item attachments | Select this check box if the notification should include both the record and the line item attachments. |
Include record information as attachment | Select this check box if the notification should include the record information as an attachment. |