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Notifications

With these actions you notify people within the process flow and request quick approvals.

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To work with the notification actions you need to activate the corresponding feature.

Send Notification​

With this action you send a notification to one or more people. The receiving person gets the notification in their personal overview on the Personal Dashboard. Depending on the receiving person's settings, the notification can additionally be delivered by e-mail.

The following configuration options are available:

  • Receiver: Specify which people receive the notification. Multiple people can be specified. Groups can also be specified; in this case each person in the group receives the notification.
  • Title: Enter the title of the notification here. This field supports placeholders.
  • Message: Enter the content of the notification here. This field supports placeholders.
  • Show link to process: If you activate this option, a link to the process is displayed in the notification. This allows the process to be opened directly from the notification.

After the notification has been sent, the action continues the process with the next step.

Quick Approval​

With this action you request a quick approval from one or more people and let the process continue with the output port of the selected approval option. The receiving people get the approval request as a notification in their personal overview on the Personal Dashboard. Depending on the receiving people's settings, the notification can additionally be delivered by e-mail.

While the approval is pending, the information message Pending approval is displayed in the process. The message indicates that the process will continue as soon as the approval is completed.

The following configuration options are available:

  • Receiver: Specify which people can grant the approval. Multiple people can be specified. Groups can also be specified; in this case each person in the group receives the approval request.
  • Title: Enter the title of the notification here. This field supports placeholders.
  • Message: Enter the content of the notification here. This field supports placeholders.
  • Show link to process: If you activate this option, a link to the process is displayed in the notification. This allows the process to be opened directly from the notification.
  • Selection options: Define the options the approving person can choose from. At least one selection option must be defined. Each selection option corresponds to an output port of the action. When a person selects an option, the process continues with the output port of that option.

The approval can be granted by any of the receiving people. Once a person has made a selection, the process continues with the corresponding output port and the approval request for all other receiving people is marked as processed. If a delegation is set up, the representing person can also grant the approval.