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Creating Folder Notifications from the Workflow Editor

Administrators can access the Folder Notification dialog box when they are editing workflow state or transition properties in the administration tool.

To create a notification for a workflow transition:

  1. In the Workflow Editor, click a transition to open its Properties dialog box.
  2. On the Notifications tab, click Add Folder Notification.
  3. In the Select Folder dialog box, select the folder for which to create the notification and click OK.

    The Folder Notification dialog box appears.

    For transition notifications, the Type, Source state, Destination state, and State change fields are read only. The transition you are editing dictates these properties.

    For state notifications, you can edit these fields.

  4. If appropriate, select one or both of the following to restrict who the notification is sent to:
    • Only to the file creator
    • Only to the last state modifier
  5. On the Recipients tab, click Add Recipients.
  6. In the Add Recipients dialog box:
    1. Select the users and groups to receive the notification.

      If you select an entire group, the members of that group are automatically selected.

      Type a string in the Filter field to display only users and groups whose names include the string.

    2. Click OK.
  7. In the Folder Notification dialog box, to allow specific users who run this transition to choose notification recipients, select the users and check the box under Dynamic Selection.

    The Dynamic Selection option is not available for folder notifications you create from the State Properties dialog box.

  8. Click OK twice.
  9. Click Save tool_ContainsTabExport to save the change to the workflow.


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