Notifications and Alerts

To make designing the workflow easier, the email notifications in WorkflowFirst are handled in the resultant application rather than in the designer. When the workflow is created, it provides an area in the resultant application where users can sign-up to receive notifications for particular stages of a workflow. This works much better because it means the application design doesn't have to be changed when the users participating in the workflow changes.

The Notifications is added automatically as a drilldown from the parent record of the record where the workflow is operating. If the record is at the top level of an application tab, the notifications area will be added in the Configuration tab.

Once you add the notification, you'll first get to select the user that will be subscribing to the notification, and in the Event list you'll see a list of workflow stages, as shown below.

Each stage in the workflow is shown as an event to subscribe to. For example, if you were the CEO you may want to be notified of a 'New Customers' stage so you can monitor the type of customers that your company has acquired.

Please refer to Notifications for additional information.



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