What are Workflow Advanced Notifications?

Workflow Advanced Notifications give you additional options for who is notified during the workflow process and how notifications are sent. 

Mid-Workflow Notifications

Mid-workflow notifications happen either when a submission is handed off to another user or when that user receives the handoff. 

The standard mid-workflow notifications only asks the type of notification that gets sent.

With advanced notifications, you get a much more robust set of options and you'll be able to make these choices for every handoff, giving you a highly-customized notification experience throughout the entire submission. 

What triggers an email/push notification

This setting allows you to determine at which point the notification is activated.

Submitting

When the user completes their portion of the submission and has submitted it.

Receiving

When the handoff is received by the next user in the workflow.

Both

Two notifications are sent, one for each of the two events.

What gets sent

This setting allows you to determine what kind of notification is sent.

Push Notification

Pop-up on mobile.

Email

Notification via email.

Both

Two notifications are sent, an email and a push notification.

Who gets an email/push notification

This setting allows you to determine which user involved in the handoff will get the notification. Any or all of these options can be chosen at each point in the workflow.

Recipient

The user receiving the handoff.

Submitter

The user initiating the current handoff.

First Submitter

The user who first created the submission. Only available in cases of more than one handoff.

Submission Complete Notifications

Settings for when the final user is ready to complete the submission. These settings allow you to determine what type of notification is sent and who receives the notification once the user has synced their device. 

First Submitter

The user who first created the submission.

Last Submitter

The user who completed the submission after the very last handoff.

All Submitters

Every user who participated in the completion of the submission.