Sending a Custom Message to Assignees When the Process Management Status Changes

Article Number:040775

You can send a custom message to assignees when the process management status is changed. A notification with a custom message to assignees

By default, notifications configured in the General Notifications settings are automatically sent to process management assignees when the process management status is changed.
It is not possible to add a message to this type of notifications. A notification for assignees

To send notifications with a custom message to assignees, use the Per Record Notifications settings.
However, if notifications to assignees are configured in both the General Notifications settings and the Per Record Notifications settings, duplicate notifications are sent to assignees. To avoid this, configure the settings as follows:

  • The General Notifications settings
    Uncheck the Status is changed check box for assignees (or delete the row for assignees) The General Notifications settings

  • The Per Record Notifications settings
    Notification Trigger: Status
    Recipient: Assignee
    Summary: The message to be sent with the notifications The Per Record Notifications settings

By configuring the Per Record Notifications settings, you will be able to display the custom message with notifications. A notification with a custom message to assignees

By adding notification triggers in the Per Record Notifications settings, you can send different messages for assignees and submitters depending on the status. Configuring the settings to send different messages depending on the status