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Approval Reply Notification

Approval Reply Notification

Dec 14, 2023

Customize the Default Notification Scheme

The Default Notification Scheme customization includes the capability to:

  • specify the recipients of the Approval Reply notification by populating the value of any of the available Properties

    • users

    • groups

    • project roles

    • Reporter

    • Assignee

    • Project Lead

    • Approvers

    • users dynamically selected in a multi or single User Picker custom field.

  • specify if the notification will fire case of

    • Every approbation and rejection

    • Complete Approbation

    • Every Rejection

    • Complete Approbation and Every Rejection

Follow the steps below in order to customize the Default Notification Scheme:

  1. Navigate the Approval Reply tab on the Recipients Administration screen 

  2. Edit the Default Notification Scheme

  3. Choose the option Custom Settings

  4.  Populate the value of any of the available Properties in order to enable those users to receive the Approval Reply notifications

  5. Select when the email notification must be sent

    1. Check the Every approbation/rejection box in order to send the notification each time that an approval changes status (e.g. from pending to approved)

  6. Check the All approbations box in order to send the notification when all requested approvals have been approved

  7. Check the Every Rejection box in order to send the notification each time that an approval is rejected 

  8. Click Save to persist changes

Configure Notification Scheme

The Notification Scheme customization includes the capability to specify expressions identifying the recipients of the Approval Reply notification for each of the following distinct event:

  • Every Approbation

  • Every Rejection

  • Every Abstention

  • Every Approbation with Approval Comment

  • Every Rejection with Approval Comment

  • Every Abstention with Approval Comment

  • Complete Approbation

  • Automatic Transition on Approbation

  • Automatic Transition on Rejection.

Follow the steps below in order to setup a Notification Scheme:

  • Navigate the Approval Reply tab on the Recipients Administration screen 

  • Click Add Notification Scheme or Edit an existing one

  • Fill out the Notification Scheme Name (Required) and the Description (Optional)

  • Click the icon associated to the Event that will trigger the notification

  • Fill out the How to setup expressions identifying the recipients of the Approval Reply when the related event occurs

  • Click Save 

  • You are able to specify different expressions for any available event

  • Click Create to persist changes

  • Navigate on Approval Mapping Advanced Setting administration screen (Or Single Issue Approval Flow administration screen) in order to apply the Notification on the desired Approval Mapping (or Single issue Approval Flow)

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