What email notifications are sent from workflows?
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 into a single notification.
Note
PDM Notifications operate slightly different from other tools where all notifications, regardless of type, are sent at the top of the hour. Users will not see the notifications right away.The table details workflow details for a notification event.
Notification Event |
Description |
Recipient(s) |
Email Delivery Time |
Notes |
---|---|---|---|---|
Assignment Required |
A current workflow step does not have an assigned responder. |
Workflow Manager |
Sent at the time of the notification event. | |
Due Tomorrow |
|
Workflow Manager |
Sent in a digest email at 7 AM in the local time zone of the project. | |
Error |
|
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. See 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 |
|
Assignee & Workflow Manager |
|
Overdue Reminder emails are sent to Workflow Managers in the local time zone of the company. |
Step Assignment |
|
|
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 digest email instead. |
Workflow Completed |
|
& Notification Recipients |
Sent at the time of the notification event. |
The 'Workflow Distribution 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 |
|
Notification Recipients |
Sent in a digest 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. |