Module: Administration
Page: N/A

When a workflow form is submitted or approved at a specific step there are often other members of the staff or outside parties that should be notified. ARMS can build custom email notifications to be sent to:

  • Members of a specified Process Role

  • Individual Members of the University Staff

  • Email Addresses belonging to individuals outside of the University

Requesting Workflow Form Custom Email Notifications

Requests for custom email notifications should be sent to the ARMS Support Team at help@armssoftware.com with the following information:

  • Workflow Form Name

  • Step at which the email should be sent

  • Does the email only get delivered based on the answer to a specified question

  • Who should receive the email (can be Submitter, specified Roles, Users, or direct email addresses)

  • Who should the email be from

  • Subject of the email (can contain fields from the form, e.g. Sport, Name)

  • Are there any fields within the form that should be included in the body of the email as a list or should the full content of the workflow be sent

  • If there should be an introductory paragraph in the email, provide the text (note fields from the workflow can display within the body of the text as well)

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