Set Up Notification Emails

Designated users receive Workflow Report via email. The report,  sent at intervals, lists workflow instance failures and successes, according to the client’s notification rules.

The notification setup involves two types of tasks:

• Set up users and roles:

  • Add users to Cloudsnap account. See Create/Remove Users.

  • Create user roles on the Permissions page. See Manage Roles and Permissions.

• Define notification rules:

  • Conditions and recipients on the Edit Workflow page.

  • Set intervals for corporate notifications on the Edit Corporation page.

To define notification conditions and recipients

Note: Because the notification rules require selecting an existing Role on the Edit Workflow, we recommended creating the user roles first. Individuals are added to a workflow through these roles.

These steps can be part of the initial workflow setup.

1. Under Integration Management on the Cloudsnap platform, click Workflows.

2. On My Workflows, click a workflow name.

3. On the Workflow page, click Workflow Options > Edit.

4. On the Edit Workflow page, scroll to the fields Notify Failure and Notify Success.

   

5. Select:

   • Active: notify users of workflow failure and/or success.

   • Inactive: Do not notify users of workflow failure and/or success.

6. Once at least one of the two notifications is active, two more fields pop up below Helper Workflow.

   • Template is the type of email sent.

   • Role is the user role that receives the notification. The list contains the client’s role created on the User Roles and Permission page.

7. Click Update Workflow.

To set notification intervals

Note: Notification intervals are set for the entire corporate, not just the role.

1. On the User Roles and Permissions page, find the needed role.

2. Click the Edit Corporation icon.
   

    

3. On the Edit Corporation page, select an interval under Failure email frequency,

4. Scroll down then click Update.