What are Events and Notifications?

We provide description fields for all Attributes and Address fields for select Attributes, but you may want to store more data as a part of the Attribute.  For example, you may want to store the Manager with the Department or a Pay Rate with a job code.

To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding Supplemental Data.  You will add a Smart Form with one or more form fields that will be present on the Attribute definition page and be stored with the particular Attribute value.  You can then use the Supplemental data to drive your business process or as binds in subsequent activiities.

How do you add Notifications?

2 Step Process 

1. Create a Content Revision
   1. Add a Notification Template (can be new, or by modifying an existing Notification Template)
   2. Apply Revision
2. Create a Process Revision
   1. Add the new Notification Template to an Event
   2. Manage Content Security
   3. Apply Revision

Step 1 - Creating a Content Revision

Creating a Content Revision to add a Notification Template is shown here.  Please refer to that section to see how a Notification Template is created. 

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.