Workflow Engine - Email Administration

Most of the existing email notifications for forms and approvals are used for Workflow Engine to notify users of actions and assignments.

To create an email, go to Admin > Tools > Core Functions > Email Management.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Email Digest Administration - Manage Grants ability to create, edit, view, and delete email digests. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The permission constraints determine which email digests the administrator can edit and delete. This is an administrator permission. Performance - Administration

The following emails are available for Form Management:

  • Form Assigned
  • Form Completed
  • Form Approval Required

For more information about creating an email, see See Email - Create.