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Configuring notifications in the process

 

Prerequisites

  • Access to the Process (PM063) menu.
  • Previously created and modeled process, with automation

 

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 (process manager) Check this option so that the process manager is notified whenever a new instance of the process is started.
Process closure (starter) Check this option so that the process starter is notified as soon as the process instance is closed.
Process closure (process manager) Check this option so that the process manager is notified as soon as any instance of the process 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 starter, instance manager, and executors of the process are notified as soon as the process instance is cancelled.
Process suspension (starter, instance manager and executors) Check this option so that the starter, instance manager, and executors of the process are notified as soon as the process instance is postponed.
Process reactivation (starter, instance manager and executors) Check this option so that the starter, instance manager, and executors of the process are notified as soon as the process instance is reactivated.
User mentioned in comment Check this option so that users mentioned in comments through the workflow execution history are notified by e-mail.
Enable activity execution by e-mail Check this option to allow the activity to be executed through the e-mail that notifies about the process activity being enabled for execution.

3. Save the record.

 

Conclusion

Thus, the process notifications have been successfully configured!


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