As a workflow owner, you can create and add notification steps to workflow templates to inform users in your organization of events as your workflow runs.
You must Create a template, or Edit template, in the Workflows section of the Workflow screen.
To create a notification step:
- In the Workflow builder screen, select the Notification step option or drag and drop it into the workflow.
- Set the users you want to receive the notification when your workflow reaches this step. You can:
- Manually enter users' names: Select one or more users in your organization from the dropdown menu.
- Assign to users from a line item in a module: Select a workspace and then model from the dropdown menu. You can then select the module, line item, and context setting:
- Select Iterate all to send a notification to all users in your line items.
- Select a specific item to send a notification to the specific user in that line item.
- Select Sync to workflow to select the value when you start a workflow using the template.
- Assign to users from a model role: Select a workspace and then model from the dropdown menu.
You must be a workspace administrator to retrieve model roles.
- Enter a Notification message. This is message users will receive when the workflow reaches this step.
- Either select:
- Publish to add this task to the template.
- Save as draft if more changes are needed. You can return to this task later.
