Configure Business Process System Notifications
Security:
Set Up: System
domain in the System functional area.Email templates determine the layout of system notifications generated from business processes. Users that belong to security groups with
Modify
permission in the Set Up: System
domain can configure email content of system notifications, including a different system notification resulting from a send back action.- Access theConfigure Content of Business Process System Notificationstask.You can access theView Configured Content of Business Process System Notificationsreport to view current notification configuration.In the report, you can preview configured system notifications which are sent to a specified email. In the sample notification, we display field names and not actual values.
- Configure theEmail Content for All System Notificationssection. In theSubjectandBodygrids, you can select these options:
- Text: Enter content for the subject line of the email or the body of the email.
- External Field: Select a report field to use for the subject or the body of the email, such asAssigned to Worker,Status, orDue Date. Similar to creating a report, you can use report fields in an email that returns specific information or data for the business process and that's specific to the recipient. However, report fields you can use in system notifications are restricted to global report fields and event record report fields.
In theSubjectandBodygrids, you can use a combination of both text and report fields in the system notification. You also can configure the order of each item.Example: In the body of system notifications, you want to display the name of the person that the task is about. In theBodygrid, you add:- Row 1:Textand enterComplete this action for:
- Row 2:External Fieldand theWorker for Stepreport field.
When an approver receives a system notification for a time-off request, Workday displays the:- Subjectas:A Task Awaits You: Approval by Manager - Mike Rooney.
- Bodyas:Complete this action for: Mike Rooney.
- (Optional) Configure theEmail Content for "Send Back" System Notificationssection for notifications resulting from aSend Backaction. Similar to step 2, in theSubjectandBodygrids, you can use a combination of these options:
- Text: Enter content for the subject line of the email or the body of the email.
- External Field: Select a report field to use for the subject or the body of the email.
Example: In the subject of system notifications, you want to display the name of the business process that’s sent back. In theSubjectgrid, you add:- Row 1:Textand enterA task was sent back for:
- Row 2:External Fieldand theBusiness Process Definitionreport field.
When the recipient receives a system notification for a time-off request that’s sent back by their manager, Workday displays the:- Subjectas:A task was sent back for: Request Time Off for 1000 Global Modern Services
- Bodyas:Please log into the Workday system to complete this action.
Workday generates a system notification for business processes using the content configured on this task. To use the default system notification content, you can remove the configuration in the grids.
We also display the system notification content on the
Full Process Record
. On the All Events
tab, the All Notifications
grid displays the content in these columns:
- Email Subject.
- Email Body.
For system notifications, the
Informational
column displays No
.You can disable sending system notifications by accessing the business process definition. On the
Notifications
tab, click Maintain System Notifications
and select the Disabled
check box for steps you don’t want to send system notifications for.If the system account of the recipient is:
- Disabled, we don't send the system notification.
- Expired, we send the system notification.