Configure Obligation Management notifications

Activate Obligation Management notifications to notify users when an obligation task is created, assigned, submitted, approved, or rejected.

About this task

The Approval Request and Approval Rejected, notifications are triggered when an obligation task is submitted for approval and the obligation task is approved or rejected.

To avoid duplicate notifications for an event, the following notifications are not activated by default:

• Obligation task submitted
• Obligation task approved
• Obligation task rejected

You can activate the notifications specific to obligation tasks and then set up a condition to stop the default system notifications.

For more information about obligation-related notifications, see Obligation Management notifications.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Notification > Email > Notifications.
2. In the Name column, search for Obligation.
3. Select the obligation notification that you want to activate.
4. On the Notification form, select the Active check box.
5. Select Update.
6. Optional: Ensure that default notifications will not be triggered for any events related to obligation tasks.
   1. Navigate to All > System Notification > Email > Notifications.
   2. Search for the default notifications that are triggered when an obligation task is submitted for approval and the obligation task is approved or rejected.
      The default notifications are Approval Request and Approval Rejected.

      Figure 1. Default platform notifications for approval workflow

      

   3. Select the notification.
   4. Select the When to send tab.
   5. In the Conditions field, set the following condition to ensure that the selected notification will not be triggered for any events related to obligations tasks: [Source table] [is not] [sn_cm_obligation_obligation_task].

Result

The obligation task-specific notifications are activated and the default system notifications are stopped for obligation events.