Creating notifications

You can use the approval server to send email notifications and escalations that alert requesters and approvers when action is required on an approval request. In addition to using email as a notification method, notifications can be sent by workflow. This is referred to as "workflow-based notifications." For example, you can add notifications to alert requesters and approvers in the following situations:

• When a request is waiting for an approver response, including escalations for requests that have been pending for a specified time
• When an approver responds with an approval or rejection
• When a More Information request is pending
• When an error occurs
• When an approver puts a request on hold
• When the normal approval cycle has been overridden by an approver or the Process Administrator

To create an approval notification, use the following procedures:

• Verify that the events for which you want the approval server to send notifications are enabled in the AP:Admin-ServerSettings form. If notifications are not enabled on this form, they are not sent regardless of other approval server settings. See Working with the AP-Administration form.
• Configure the approval server to send approver notifications by using the procedure Defining-an-email-notification.
• Configure the delay before escalations when no activity occurs by using the procedure Creating-signature-escalations-in-a-process.
• Configure notifications for More Information requests by using the procedure Creating-an-approval-process.
• Configure email notifications with quick links in the email content by using the procedure Approval-notification-through-email.

For more information, see the following topics: