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Workday User Guide
Last Updated: 2023-06-23
Concept: Managing Notification Templates

Concept: Managing Notification Templates

This table summarizes some of the actions that you can take with notification templates. Users must have access to the
Drive
domain to create, copy, share, and delete notification templates.
Action
Description
Create a notification template
From Drive, select
Add New
>
Notification Template
.
Copy a notification template
From Drive, select the notification template and click
Make a Copy
.
Copying a notification template from Drive creates a new, unpublished template.
Share a notification template
From Drive, or from an open notification template, select
Share
.
When you share a notification template you can:
  • Enable link sharing and provide the URL to multiple users at once.
  • Select specific users, or groups, to share with.
  • Select a permission level for the actions that users can do.
The ability to use group sharing is a system setting that requires additional Drive configuration.
When you share a notification template with a specific user, Workday sends a notification and an email (if the Workday administrator enabled email notifications). When you enable link sharing and provide a URL, or when you share with a group, Workday doesn't send notifications.
Remove (move to Trash) a notification template
From Drive, select the notification template and click
Remove
.
You can't permanently delete notification templates; they remain in
Trash
. Removing a notification template from Drive won’t delete the published version of the template.
If you move a notification template to
Trash
you can no longer edit it, enable it for notification categories, configure it for use in notifications, or select it for ad hoc messages such as Invite to Apply and Send Message. However, templates previously configured in instances such as Job Alerts and custom notifications for business processes will continue to use the published template unless you replace it with a different notification template.
Restore a notification template from Trash
From
Trash
in Drive, select the notification template and then click
Restore
. Workday places the restored notification template in
My Files
.
You can restore a notification template only if you're the person who created it.
If you remove a notification template that was shared with you but you're not the owner, you remove your access to the notification template. The notification template disappears from Drive and it doesn't display in
Trash
.