Schedule Work Action Notifications

To schedule work action notifications, follow the steps below.

  1. Go to Web App > Navigation Menu > Notifications.
    Note: If the Notifications module is missing from the navigation menu, it may not be enabled for the web app. Contact your administrator for assistance.
  2. In the Notifications page, click the + Add Notification button located on the top right corner.
  3. Change Rule Type to Event.
  4. Enter a title for the notification in the Name textbox.
  5. Select Notify When as Work Action.
  6. From the Is dropdown, select an event to send notifications.
  7. Select a work process from the For dropdown.
  8. Select work activities from the Work Activity field.
  9. Optional: Click Extra Rule grey box to define rules. The notifications are sent based on the defined rules.
  10. In the Delivery Rule section, do the following:
    1. Select the notification delivery options as per your requirement.
      • Email: Allows you to send notification via Email.
      • SMS: Allows you to send notification via SMS.
      • Sync & Web-Notifications: Allows you to send web notifications.
    2. For the To field, select the recipients to whom you want to trigger the notification.
    3. In the External Email Addresses field, enter the email addresses to which you want to trigger email.
    4. In the Subject field, enter the subject line for the notification.
      Click the pick fields icon to add fields such as employee name, employee, and last sync time in the subject line.
    5. In the Message Body field, enter the notification content.
    6. In the Link Expire in field, set the duration for link expire if the message body contains any links.
    7. Select the below checkboxes as per your requirement.
      • Attach form as pdf files
      • Attach media files


  11. Click Save.