What email notifications are sent from workflows?

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

Answer

The Workflows tool sends out various automatic email notifications to users when certain events take place on a workflow. Some emails notify users of a specific action to complete and others are a digest containing the information of multiple notifications in one.

The table below lists the different types of email notifications sent from the Workflows tool, along with information about who receives them and when they are sent.

Notification Event	Description	Recipient(s)	Email Delivery Time	Notes
Assignment Required	A current workflow step does note have an assigned responder.	Workflow Manager	Sent at the time of the notification event.
Due Tomorrow	A workflow step is due in one (1) day.	Workflow Manager	Sent in a digest¹ email at 7 AM in the local time zone of the project.
Error	An error has occurred during the process of completing a workflow.*	Workflow Manager	Sent at the time of the notification event	*An error may occur when a value is missing on a field specified in a condition step in a workflow template. What are the different types of steps in a workflow?
New Workflow Applied	A new workflow is applied to an item with a workflow that is already in progress.	Workflow Manager*	Sent at the time of the notification event.	If a different workflow manager is assigned to the new workflow, only the new* workflow manager is notified.
Overdue Reminder	A response has not been submitted by the specified due of the current step in a workflow.	Assignee & Workflow Manager	Sent in a digest¹ email at 7 AM every day in local time zone of the project.*	Overdue Reminder emails are sent to Workflow Managers in the local time zone of the company*.
Step Assignment	A response is needed from a workflow member assigned to the current step.	Assignee	Sent at the time of the notification event.*	* If a recipient is going to be sent many 'Step Assignment' notifications at one time, emails may be delivered later in a digest¹email instead.²
Workflow Completed	A workflow on an item has been completed.	Workflow Distribution List*	Sent at the time of the notification event.	*The 'Workflow Distrubution List' is set when configuring a workflow template in a tool's settings. See Configure a Workflow Template on a Project.
Workflow Restarted	Workflow managers are notified when a workflow has been restarted.	Workflow Manager	Sent at the time of the notification event.
Workflow Step Information	A specific step in a workflow has become the current step.	Notification Recipients*	Sent in a digest¹ email at 7 AM in the local time zone of the company.	*'Notification Recipients' are added to a workflow step in the Company Workflows tool. See Create a Workflow Template.

¹Digest emails compile the information from multiple notification events into a single notification.
²Document Management only. Emails are delivered one (1) hour after initial notification event occurred. More tools will continue to add this type of digest notification.

Answer

See Also