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Folder Notification Dialog Box (Workflow Editor)

Use the Folder Notification dialog box to add or edit automatic notifications for all files in a folder.

To open the Folder Notification dialog box, open the Properties dialog box for a state or transition. On the Notifications tab, click Add Folder Notification. In the Select Folder dialog box, select a folder and click OK.

Folder and Type

Folder Identifies the folder for which the notification is being created.

Click the browse control EPDM_browse to change the selection of folders.

Type Specifies the type of notification to create.

For a notification for a state, the available types are:

  • Check in
  • Check out
  • Delayed in State

For a notification for a transition, the notification type is always Change Workflow State.

Notification Properties Tab

The Type of notification you select determines the fields on the Notification Properties tab.

Check In

(State notifications only)

Sends a notification when the file is checked in to the vault.

You can restrict the notification to:

  • Only to file creator
  • Only to last state modifier
Check Out

(State notifications only)

Sends a notification when the file is checked out of the vault.

You can restrict the notification to:

  • Only to file creator
  • Only to last state modifier
Delayed in State

(State notifications only)

Sends a notification when the file has been in the workflow state for an amount of time that you specify.

Workflow

Indicates the workflow to use.

State

Lists states that are available in the selected workflow.

Trigger after n day(s) in state 'xxx'

Sets the number of days the file is in the selected state before the notification is sent.

Resend every n day(s)

Sets the frequency with which to resend the notification.

Change Workflow State

(Transition notifications only)

Sends a notification when the workflow state of a file in the selected folder changes.

The state fields are determined by the transition and cannot be edited.

You can restrict the notification to:

  • Only to file creator
  • Only to last state modifier

Recipients Tab

Use the Recipients tab to specify the users who receive the notifications.

Add Recipients Opens the Add recipients dialog box, where you can choose users and groups to receive the notification.
Remove Removes the selected recipients.
Recipient Lists the users and groups that the notification will be sent to.
Dynamic Selection

(Transitions only)

Identifies users who can choose notification recipients and add notification comments when they run the transition.


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