Sending notifications

When you add a note or similar, you may want to inform your users that their process has been updated. To do this, you can add a Reminder as an Automatic Action Instance after the required note. Then, when a note is created, the required people are automatically notified about that note. The user writing the note will not see the Reminder window, and will not have to specify any additional information.

Before a user can do this, you need to configure both the Note window and the Reminder window to include a number of notification attributes. In this example, we will describe sending notifications after a note has been created, but you can add the reminder in the same way at any stage in your process to notify users of changes made.