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 (...) to change the selection of folders.
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| 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.
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Notification Properties Tab
The Type of notification you select determines the fields on the Notification Properties tab.
| Check In (State notifications only)
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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
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| Check Out (State notifications only)
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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
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| Delayed in State (State notifications only)
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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
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| State Lists states that are available in the selected workflow.
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| 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.
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| Resend every n day(s) Sets the frequency with which to resend the notification.
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| Change Workflow State (Transition notifications only)
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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
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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)
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Identifies users who can choose notification recipients and add notification comments when they run the transition. |