Use this form to set up the default text used in the email and dashboard alerts. See the Step Notification Defaults Overview for more information about default notifications.
Select the type of notification for which you want to set the default text. See Step Actions on the Workflow Steps tab of Workflow Type Configuration for more information.
Select from the following notification alert types:
Approval — Select this to send notification when the workflow is approved.
Manager Escalation-After Step Due Date — Select this to send notification to the assignee’s manager x days after step due date.
Manager Escalation-After Step Start Date — Select this to send notification to the assignee’s manager x days after step start date.
Notification — Select this to add a notification alert.
Originator — When Step Ends — Select this to send notification to the originator when step ends.
Originator — When Step Starts — Select this to send notification to the originator when step starts.
Past Due Workflow — Select this to send notification when the workflow becomes past due.
Past Due Step — Select this to send notification when the step becomes past due.
Rejection — Select this to send notification when the workflow is rejected.
Reminder — Select this to send a Reminder Alert.
Review — Select this to send a Review Action Alert.
Suspended — Select this to send notification when the workflow is suspended.
Use this to indicate if the default text for the selected alert type is for an e-mail or dashboard.
There are two notification types:
Emails - This is sent through SMTP or standard email. The security administrator is used to define the email address of each user. When you choose a field in the email dialog box, the contents of the field are displayed in the email when it is sent.
Dashboard alerts – This is one of the possible dash-part in PM Compass that provides an easy method for users to quickly see what is required by them. See Dashboards Overview for more information about dashboards.
Select this check box to indicate the default for the same check box on the Dashboard Configuration dialog box.
This group box allows you to view and edit workflow notification alert.
Use this to view the subject or summary title of the alert.
Use this button to display the Select Field dialog box where you can select fields to incorporate into the subject. For example, a workflow needing approval can contain the control account, the approval due date, and so on in the notification subject field.
Use this to view the body of the notification.
Option |
Description |
Insert Field |
Use this to display the Select Field dialog box where you can select fields to incorporate into the notification body. For example, a workflow needing approval can contain the control account, the approval due date, and so on in the notification body. |
Insert Link |
In addition to text in the notification, links can be added to the notification. When you receive a notification, you can click on the hyperlink in the email, PM Compass opens, and the workflow associated with the notification is displayed. Use this to insert a record link to the workflow at the focus point in the body or alert content. Insert a link into the notification to open the specific workflow needing approval. Inserting a link provides the benefit of making it easy for the user to be taken directly to where the action is required. |
Edit |
Use this to display the Text Editor dialog box where you can assign and format text. It also provides you with spell check and formatting options. |
Use this to clear the Subject and Body fields of all of their entries.