Transform

Assign a User as a Recipient of the Report Readiness Notification

To receive the workflow notification when an actionable report has records that must be reviewed, the user must be set as a recipient of the notification.

To set a user as a recipient of the notification in Transform:

  1. Click the Objects icon in the Process Area Launch page.
  2. Click the Report Readiness Notification icon for an object.
  3. Select the desired USER NAME.
  4. Click the Add Recipient icon (“+” symbol); a check mark displays in the RECIPIENT column for the selected user.

NOTE: Stop the workflow notifications from being sent to a user by selecting that user and clicking the Remove Recipient icon on the Page toolbar.