Data Management Workflow Alerts

When there are group of people involved in a Workflow, it is hard to keep track of WF step progress and you can easily miss a deadline. We have added automatic alerts which notify users via email;

These can be Workflow Immediate alerts or Workflow Digest (Daily or Weekly).

Workflow Immediate alerts - are individual emails which are generated as the workflow progresses forward on step level. This email will contain information about a single step.

Workflow Email Digest - contains step level and execution level summary of all workflows in which you are involved. Unlike immediate alerts, digest consolidates information of all steps and executions into a single email and it sent at the end of the day or week depending on your choice.

You can manage the settings from User Profile Page. Opt for WF digest only and turn off the Workflow Immediate Alerts Or if you do not wish to receive any workflow alerts, you can turn off both options.

Read about Workflow Email Digest and how it looks.

 

Following are the scenarios, if, in which you are involved, you will receive email (with the condition that you have turned ON immediate or digest alerts)

Scenarios

Recipients

• Workflow Execution Request       Initiation

Functional Owner

Data Stewards

Step Owner

• Workflow Step Re-assignment

Step Owner (To whom step is re-assigned)

Watchers (Users, Groups)

External Users

• Workflow Step Rejection

Step Owner (To rejected step owner)

Watchers (Users, Groups)

External Users

• Workflow Execution is Expected to get Delay

Step Owner

Watchers (Users, Groups)

External Users

• Workflow Execution has passed the Deadline

Step Owner

Watchers (Users, Groups)

External Users

• Workflow Execution has passed the Deadline

Step Owner

Watchers (Users, Groups)

External Users

• Workflow Execution has passed the Deadline

Step Owner

Watchers (Users, Groups)

External Users

• Workflow Execution is canceled

Functional Owner

Data Stewards

Watchers (Users, Groups)

External Users

• Workflow Execution is completed

Functional Owner

Data Stewards

Last Step Owner

Watchers (Users, Groups)

External Users

• Workflow Execution is delayed or soon to be delayed

• Step Owner

• Watchers (Users, Groups)

• Initiator

• External Users

 

 

Note: "Watchers" of a workflow which can be external users as well, receive all notification emails mentioned above. Read our help article on How to add External Users as Watchers?

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk