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, you can send notifications by using a 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 an approver or the process administrator overrides a normal approval cycle


Related topics

Setting notifications for approval events

Setting escalations for approval events

Defining an email notification

Creating workflow-based notifications

To create an approval notification, perform the procedures in the order listed in the following table:

Action

Reference

Verify that the events for which you want the Approval Server to send notifications are enabled in the AP:Admin-ServerSettings form

Configure the Approval Server to send approver notifications

Configure the delay before escalations when no activity occurs

Configure notifications for More Information requests

Configure email notifications with quick links in the email content

 

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