What are Events and Notifications?

Events and Notifications allow users to change the contents and presentation of emails that are sent to new hires and other users within the business process (e.g. notifications that are sent when an onboarding activity is completed).

How do you add Notification to an event?

Adding or modifying Notifications is a two step process.

1. Create a Content Revision
   1. Add or modify a Notification Template
   2. Apply the Content Revision
2. Create a Process Revision
   1. Add the new or modified Notification Template to an Event
   2. Apply the Process Revision

Step 1 - Creating a Content Revision

Create or modify a Content Revision to add or modify a Notification Template as shown here.  

Step 2 - Creating a Process Revision

To create a Process Revision, click the Menu Icon and select Create Revision under Revisions.

From this page, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the page if they wish to create a brand new revision.

Enter the information for the Process Revision, then click Reserve.

Click Configure.

On the Process Revision page, click on Configure Events & Notifications. 

Click Add Event.

Select the event for which you want to add notification.

In this example, we want to have the new notification sent to the HR Specialist when there is a status change due to any action or process. Click Save.

Click on Return to Manage Revision.

Click Apply.

How do you modify an event to add Notification?

Creating a Process Revision

To create a Process Revision, click the Menu Icon and select Create Revision under Revisions.

From this page, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the page if they wish to create a brand new revision.

Enter the information for the Process Revision, then click Reserve.

Click Configure.

On the Process Revision page, click on Configure Events and Notifications. 

In this example, we want to have the new notification sent to the System Administrator when the New Hire completes the Submit to HR activity.  Since there are already other notifications that are sent in this instance, click Next until the On Action Complete/Submit to HR action is shown.

Click Add to add a new notification.

Select System Administrator, and the Notification Template that was added in the Content Revision (Notify TA on Submit to HR), then click Save.

From the Process Revision page, select Return to Manage Revision.

On the Manage Revision page, the Administrative User is able to 'Apply' or 'Withdraw' the revision.  Applying will push the changes you made in the revision to the master tables, reflecting the changes you made throughout the system.  Withdrawing will discard the revision causing all of the changes you made in the revision to be discarded and thus not reflected in the system.