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How to Add a Notification Step to a Legacy Workflow in PromoMats?

  • Updated

Question:

How to add a notification step to a legacy workflow in PromoMats?

Answer:

A notification step can be configured by a user with Admin rights only.

To create the required step, an Admin should open the Configuration tab:

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  1. Navigate to Document Lifecycles.

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  2. Select the relevant Lifecycle. 
  3. Open the Legacy Workflows tab. 

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  4. Select the relevant workflow.
  5. Click on the + symbol where the notification should be configured.

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  6. Type the name into the Label field.

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  7. Click on the Placeholder.

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  8. Click Edit.
  9. Change Type to Notification and select the Message Template and Recipients.

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  10. Click Save. 

Related Documentation:

Vault Help Documentation: Configuring Legacy Workflows: Workflow Process Steps 

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