dspConduct

Send Workflow Notifications When a Post Fails or Succeeds

Requests are workflow-enabled, meaning that each user assigned to a role in a request receives a notification when the tasks assigned to that role have work assigned.

By default, dspConduct™ does not send notifications when a request has succeeded or failed to post (i.e., when the request’s posting status is Success or Failed).

A Designer can configure settings at the scenario role level for the Post role that determine if users registered in the platform or external users (users who are not registered and cannot log in to the product) receive a notification when a request posts successfully or fails to post.

For example, these notifications can alert users who do not access dspConduct™ that a material was successfully created. They could also inform users who are not assigned to a role for the request about posting success or failure.

The text of these workflow messages is set on the Category Workflow Language Message page for the Posted and Posted with Errors events.

NOTE: Workflow notifications are sent as emails only. A user’s workflow receipt options are not used when sending messages of this type.

NOTE: If the workflow notification contains a link, a user may log in to the DSP® using a valid user name and password to complete a task or view information. If the user is an external user, a login and password must be provided on-site if that user must access the platform via the email’s workflow link.

NOTE: When users are added on the Post Workflow Notification page, those users are also added to the Request Post Workflow Notification page. On that page, a user must be set as active to receive the notifications. Users are set to receive these notifications by default.

NOTE: Sending these types of notifications is optional.

NOTE: When using Auto Post, the Post Workflow Notification records at the specific Scenario's Post role are used to determine which users receive posting success or failure notifications.

To send workflow messages when a post fails or succeeds: