Notifications

If the Submit to Workflow checkbox is selected in the Creator Notifications section on the Notifications tab on the Approval Rules (IWF08) page for an approval rule, then this notification is sent to the creator when the transaction enters into a Transaction Phase of Pending (workflow).

• ID: 0

• Notification ID: DOCUMENT

• Notification Subject: %docid% has entered the Pending phase.

• Notification Message: Your transaction has entered the Pending phase. Depending on the approval conditions, it will require zero, one, or more approvals before it can be completely processed. No action is required on your part.

If Additional Notification field at each approval level on the Approvel Levels tab, or the Additional Notification (At All Levels) field in the Creator and/or Submitter sections on the Notifications tab is populated for an approval rule on the Approval Rules (IWF08) page, then this notification is sent to the Creator, Submitter or both, accordingly, when the transaction enters a Transaction Phase of Pending. Note: Submitters of batch jobs are only notified if Notify Batch Submitter is also checked. If the Submitter and Creator are the same, then only one email is generated.

• ID: 1

• Notification ID: APRLVL

• Notification Subject: %docid% has reached approval level %lvl%.”

• Notification Message: Your transaction has reached this approval level due to the successful evaluation of the corresponding approval condition. Depending on the approval rule, zero, one, or more users have been assigned to approve your transaction for this approval level. No action is required on your part.

If Automatic Escalation check box is turned on for an approval level, then Warning / Escalate Template ID field can be selected with the Notification ID WARN_ESCL on the Approval Rules (IWF08) page, to send warning and escalation emails based on Warning and Escalation Threshold Age to the Actual Assignee and to the Escalation Assignee IDs 1 and 2, respectively. Note that sites can choose to create their new own template and select it for warnings and escalations.

• ID: 2

• Notification ID: WARN_ESCL

• Notification Subject: This text can be customized by users and the given text is appended after the prefix for warning and escalation notification subject line individually as below. The prefix is appended by default based on the notification type before the subject line provided on the template.

  • Warning emails to the Actual Assignee will be sent as: Workflow Warning- %subject provided on the template%

  • Escalation emails to Escalate Assignee will be sent as: Workflow Escalation to Escalate Assignee- %subject provided on the template%

  • Notification emails to the Actual Assignee will be sent as: Workflow Notification- %subject provided on the template%

• Notification Message: This text can be customized by sites and the given text is displayed in the notification email message. The message content also contains the transaction details provided in a tabular format.

• Note: Notification Subject and Message are picked up by the Automated Workflow Escalations batch process whenever it is run to generate warning and escalation email notifications based on the thresholds set up on the Approval Rules (IWF08) page. Refer to the Advantage Administration Utilities Run Sheets Guide for detailed information about Automated Workflow Escalations job.

If the Resubmission checkbox  is selected in the Creator and/or Submitter Notifications sections in the Notifications tab on the Approval Rules (IWF08) page for an approval rule, then this notification is sent to the Creator, Submitter, or both, accordingly, as soon as the transaction is resubmitted.

• ID: 4

• Notification ID: RESUBT

• Notification Subject: Transaction Resubmitted: % doc id %

• Notification Message: A transaction you previously submitted or approved has been resubmitted and may have been modified. You may review the transaction using the following link %DOC ID% < DOC ID Link>

If the Recall checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to all approvers that are set up in all approval levels, when the transaction is recalled by the submitter of the transaction.

• ID: 5

• Notification ID: SUB_RCL

• Notification Subject: Submitter Recall Transaction:%doc% 

• Notification Message: A transaction you are on the approval path has been recalled by the submitter of a transaction. 

• ID: 6

• Notification ID: DOCCOLU

• Notification Subject: Transaction Collaboration: % doc id %

• Notification Message: A transaction has been routed to you for collaboration. You may review the transaction using the following link %DOC ID% < DOC ID Link>

• ID: 7

• Notification ID: DOCCOLR

• Notification Subject: Transaction Collaboration: % doc id %

• Notification Message: As a member of group %Role ID% you have been assigned to Collaboration for the following: %DOC ID Link%%DOC ID% < DOC ID Link>

• ID: 8

• Notification ID: DOCCOLC

• Notification Subject: Transaction Collaboration: %DOC ID% has reached %ASSIGNEE%

• Notification Message: Your transaction has reached this collaboration user/role based on the successful route. Depending on the collaboration rule, zero, one, or more users have been assigned to collaborate your transaction. No action is required on your part.

If Rejection to Draft Phase checkbox is selected in the Creator and/or Submitter Notifications sections in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the Creator, Submitter, or both, accordingly, when the transaction is rejected from workflow and came back to Draft phase with Reject/Reject All/Unapprove actions performed by an approver.

• ID: 13

• Notification ID:  TRANS_REJ

• Notification Subject: Transaction Rejected %DOC ID%

• Notification Message: The transaction (%DOC ID%) you previously created or submitted has been rejected to draft phase. Please review the rejection comments to make required changes and re-submit the transaction for approval. Reach out to submitter for re-submission, in case you haven’t submitted it earlier.

If the Final Approval checkbox is selected in the Creator, Submitter and or Notifications sections in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the Creator, Submitter, or both, accordingly, when the transaction completes all approval levels and is submitted to Final phase.

• ID: 14

• Notification ID: TRANS_FNL

• Notification Subject: Transaction Phase-Final %DOC ID%

• Notification Message: The transaction (%DOC ID%) you previously created or submitted has been approved to final phase. No action is required from your end at this moment.

If the Recall checkbox is selected in the Creator and/or Submitter Notifications sections in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the Creator, Submitter, or both, accordingly, when the transaction is recalled by the submitter of the transaction.

• ID: 15

• Notification ID: TRANS_RCLS

• Notification Subject:  Transaction Recalled %DOC ID%

• Notification Message: The transaction (%DOC ID%) you previously created or submitted has been recalled by the submitter. Please make required changes and re-submit. Reach out to the submitter for re-submission, in case you haven’t submitted it earlier.

• ID: 16

• Notification ID: TRANS_PNDS

• Notification Subject: Transaction phase- Pending %DOC ID%

• Notification Message: The transaction (%DOC ID%) you previously created or submitted has entered pending phase and being routed for approvals based on approval levels and approval conditions. No action is required from your end at this moment.

If the Submit to Workflow (At All Levels) checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to all the approvers that are set up in all approval levels when the transaction is submitted to workflow (entered from Draft to Pending phase).

• ID: 17

• Notification ID: TRANS_PNDA

• Notification Subject:  Transaction phase- Pending %DOC ID%

• Notification Message: The transaction (%DOC ID%) you are on approval path has entered pending phase and being routed for approvals based on approval levels and approval conditions. It may be assigned to your worklist based on conditions met and earlier approvals being applied.

If the checkbox Reassignment is selected and the Original Approver checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the original approver of the transaction when the transaction is reassigned to another approver.

• ID: 18

• Notification ID: TRANS_RSNO

• Notification Subject: Transaction Approval Re-Assignment: %DOC ID%

• Notification Message: The transaction (%DOC ID%) has been reassigned from your worklist to another approver %APRV NM%. No action is required from your end at this moment.

If the Reassignment checkbox is selected and the Reassigned Approver checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the reassigned approver of the transaction when the transaction is reassigned to approver by the original approver.

• ID: 19

• Notification ID: TRANS_RSNN

• Notification Subject: Transaction Approval Re-Assignment: %DOC ID%

• Notification Message: The transaction (%DOC ID%) has been reassigned to your worklist from another approver %APRV NM%. Please review the task in your worklist based on Worklist priority assignment and apply the necessary approval action.

If the Manual Route check box is selected and the Original Approver checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the original approver of the transaction when the transaction is manually routed to another approver.

• ID: 20

• Notification ID: TRANS_MANO

• Notification Subject: Transaction Approval Manual Route: %DOC ID%

• Notification Message: The transaction (%DOC ID%) from your Worklist has been manual routed to another approver %APRV NM%. Based on the priority- one of you can apply the necessary approvals.

If the Manual Route checkbox is selected and the Manual Routed Approver checkbox is selected in the Approver Notifications section in the Notifications tab on the Approval Rules (IWF08) page, then this notification is sent to the manually routed approver of the transaction when the transaction is manually routed to them by the original approver.

• ID: 21

• Notification ID: TRANS_MANN

• Notification Subject: Transaction Approval Manual Route: %DOC ID%

• Notification Message: The transaction (%DOC ID%) from another approver %APRV NM% Worklist has been manual routed to your Worklist. Based on the priority- one of you can apply the necessary approvals.