Search for Notification Processes

Use Conversation & Notification Setup in the Advanced Tools submodule in the Settings module to search for notification processes.

To use Conversation & Notification Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a notification process:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the notification process for which you are looking.
3. In the left pane of the Settings page, click Advanced Tools > Conversation & Notification Setup.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the notification process.