Posted Fri, 31 Aug 2018 17:47:05 GMT by Christen Breedlove Billing

Is there a way to set up email notifications for outside users in a workflow? This particular work flow involves payments and we want an email to go out to our vendors when the check is cut.

Posted Fri, 31 Aug 2018 18:01:09 GMT by Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

Christen,
DocuWare 6.10 and above (I'm not sure about earlier versions), there is an Email Task that you can select in the workflow designer. So you can plug this task in to the workflow after the Check Cut Task and it will allow you to configure the email recipients (which can be a hard coded email address, a DocuWare user, or a global variable). Someone needs to add to the workflow design how the appropriate email address is assigned to a variable so that it can be used.

 

Phil Robson
Senior Director Support Americas

 

 

Posted Tue, 04 Sep 2018 10:55:41 GMT by Casey Miller Solutions Manager

We do this with workflow manager and the eforms. A public user will fill out the form, we have an email address field that is required. That email address fills the global variable and then you can use that to send email notifications from within the workflow manager piece.

You must be signed in to post in this forum.