The Recipients administration screen let you able to setup the recipients of the approval email notifications (Approval Requests and Approval Reply notifications).

If no custom Approval Reply setting is applied, the default behavior is that when an approver approves, rejects, abstains or resets an approval, an email notification is sent to the assignee and to all approvers.

This screen allows to Customize the Default Notification Scheme that will be applied Globally and create specific Notification Scheme that can be applied on a specific Approval Mapping and Single Issue Approval Flow.

Overview

By default, each time an approver provides the approval response, an email notifies the assignee and the approvers.
Here you can customize the Default Notification Scheme that is applied globally and, furthermore, create Custom Notification Schemes to apply on specific Approval Mappings and Single Issue Approval Flow.

The Approval Reply tab looks like as follows:

Customize the Default Notification Scheme

The Default Notification Scheme customization includes the capability to:

specify the recipients of the Approval Reply notification by populating the value of any of the available Properties
- users
- groups
- project roles
- Reporter
- Assignee
- Project Lead
- Approvers
- users dynamically selected in a multi or single User Picker custom field.
specify if the notification will fire case of
- Every approbation and rejection
- Complete Approbation
- Every Rejection
- Complete Approbation and Every Rejection

Follow the steps below in order to customize the Default Notification Scheme:

Navigate the Approval Reply tab on the Recipients Administration screen
Edit the Default Notification Scheme
Choose the option Custom Settings
Populate the value of any of the available Properties in order to enable those users to receive the Approval Reply notifications
Select when the email notification must be sent
1. Check the Every approbation/rejection box in order to send the notification each time that an approval changes status (e.g. from pending to approved)
Check the All approbations box in order to send the notification when all requested approvals have been approved
Check the Every Rejection box in order to send the notification each time that an approval is rejected

The two options Every Rejection and All approbations can be selected together or singularly.
The option Every approbation/rejection excludes the possibility to select the other two options.
Click Save to persist changes

Configure Notification Scheme

The Notification Scheme customization includes the capability to specify expressions identifying the recipients of the Approval Reply notification for each of the following distinct event:

Every Approbation
Every Rejection
Every Abstention
Complete Approbation
Automatic Transition on Approbation
Automatic Transition on Rejection.

Follow the steps below in order to setup a Notification Scheme:

Navigate the Approval Reply tab on the Recipients Administration screen
Click Add Notification Scheme or Edit an existing one

Fill out the Notification Scheme Name (Required) and the Description (Optional)
Click the icon associated to the Event that will trigger the notification

Fill out the How to setup expressions identifying the recipients of the Approval Reply when the related event occurs
Click Save
You are able to specify different expressions for any available event
Click Create to persist changes

Navigate on Approval Mapping Advanced Setting administration screen (Or Single Issue Approval Flow administration screen) in order to apply the Notification on the desired Approval Mapping (or Single issue Approval Flow)

In this section

Related Documentation

Here you can find some links to our customer documentation relating some topics addressed in this page:

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