Prerequisites

• Access to the File > Process (PM022) menu.
• Process with automation created and designed.

Introduction

This article will cover the configurations related to process notifications available on the process data screen, upon clicking on Configurations > Notification.

Configuring notifications

1. Once the notification configuration screen is open, check the Enable event notifier service option for the responsible parties to be notified via e-mail as soon as an event happens in process execution through SoftExpert Workflow.

2. Then, check which events will generate notifications:

• Process start (manager): Check this option so that the process manager is notified every time a new process instance is started.
• Process closure (starter): Check this option so that the process manager is notified as soon as the process instance is closed.
• Process closure (manager): Check this option so that the process manager is notified as soon as a process instance is closed.
• Process closure (instance manager): Check this option so that the instance manager is notified as soon as the process instance is closed.
• Process canceling (starter, instance manager, and executors): Check this option so that the process starter, instance manager, and executors are notified as soon as the process instance is cancelled.
• Process suspension (starter, instance manager, and executors): Check this option so that the process starter, instance manager, and executors are notified as soon as the process instance is postponed.
• Process reactivation (starter, instance manager, and executors): Check this option so that the process starter, instance manager, and executors are notified as soon as the process instance is reactivated.
• User mentioned in comment: Check this option for the users mentioned in comments through the workflow execution history to be notified via e-mail.
• Enable activity execution by e-mail: Check this option to allow for executing an activity through the e-mail that notifies that the process activity is enabled for execution.

3. Save the record.

Conclusion

Thus, the process notifications have been successfully configured!