Workflow Actions

Workflow Actions is a single place to manage all the pending actions you can take on Workflows.

• Workflow Actions will send email notifications only if the 'Send Email Alert' checkbox is ticked in the Workflow that you've created.

You can access Workflow Actions via:

Settings > Workflow > Workflow Action

• If a User is eligible to take action on some workflows, emails will be sent to the user with the relevant document as attachment.

• From there the user can Approve or Reject the Workflow.

Also the users will see entries in their Workflow Action list:

Note:

• You can set email template for Workflow Actions on each state. The template might consist of a message for users to proceed with the next Workflow Actions.

• Workflow Actions will not be created for a transition to optional states.