Configure notification in an approval process
To configure the send notification action,
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Navigate to the required approval block in the Approval workflow.
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Click Add icon. The Add New Action window slides in from the right.
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Select
Notification action type.
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Choose the Send
notification action.
Set up notification
.
-
Select Users based on
- Specify the users that you want to deliver notifications to. Select Users list to choose shared users or select System fields
to choose default fields containing user information.
-
To
- Based on your previous selection, this field allows you to select shared users or Form fields containing user information that notifications will be delivered to.
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Title - Specify a Title for your notification, which will appear as a header for your message.
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Message - Specify the content to be displayed in your notification.
-
View
- Select the report for which the push notifications can be sent. In the above section, Form actions
and Criteria
are applied to the report selected here.
-
Click Save.
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Click Done in the top-right corner of the screen.