What are Workflow Advanced Notifications?

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

Note

Contact your Account Representative to activate this feature.

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. 

Form Settings_Workflow_Advanced Mid-Workflow Notifications.png

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.

Form Settings_Workflow_Advanced Notifications_Who.png

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. 

Form Settings_Workflow_Advanced Submission Complete Notifications.png

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.

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  • Question: if a submission depends on more than one user to complete their stages before it is 'complete', where is the information in an incomplete record stored? E.g, if we have 2 stages, 'receiving' and 'packing', how can I check how many records are in the 'receiving' stage, if it is not complete until 'packed'? Are temporary or incomplete rows submitted to the Submissions database? And when they are complete, do they overwrite the incomplete ones or create a duplicate?

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  • Hi Camille,

    You can look at where things are in workflows from the Workflow & Dispatch page on the web: 

    In the advanced notifications on mobile, you can see that in the Workflow tab: 


    If you want more of a dashboard (which would give you that count of how many are in each stage), you'll want to look at doing a Zapier integration, which you can learn more about here: https://help.gocanvas.com/hc/en-us/community/posts/360001848794-Would-LOVE-a-reporting-dashboard-per-app-with-charts-graphs-etc-.

    You can also now download this data from the Workflow & Dispatch page, and you'll get those incomplete Submissions as individual rows. Scroll all the way down the page and it'll be the box on your right to export the CSV. 

    Hope that helps!

    0
  • It would be nice to add a feature where you could have set users that would be contacted at each step of the workflow, similar to email options at the end where you could specify who gets notified rather than the only option being submitters/recipients.

    1