What are Events and Notifications?

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

How do you add or modify Notifications?

2 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. Manage Content Security
   3. 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 Add/Update Revision under Manage 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 Revision, then click Reserve.

Click Configure.

Click Edit in the Manage Events and Notifications area. 

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 Save.

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 Revision Configuration 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 discard and thus not reflected in the system.