Setting notifications for approval events


You can define which types of approval events can trigger notifications. These settings apply to all approval events across processes. To define specific notifications for a process, see Creating-notifications.

To define the events that trigger notifications

  1. Open the AP:Administration form in a browser and click Server Settings in the navigation pane.
  2. In the AP:Admin-ServerSettings form, click the Notifications tab.
  3. Select the appropriate option button for each event.
    • Disabled—Select this setting if you never want the event type to send a notification
    • Enabled—Select this setting if you want to send a notification for each type of event
    • Enabled Including Alternate—Select this setting if you want the event to trigger a notification for both the intended approver and any designated alternates
  4. Click Save.
  5. Create a record in the AP:Notification form. For more information, see Defining-an-email-notification.
    This notifies the approvers whose signatures have been created for the corresponding request to respond on the signature lines for an approval process. Activating events on this form does not guarantee that this event will generate a notification or escalation. However, if you do not activate an event on this form, all other notification and escalation settings are ignored for that event.


 

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