As certain users may not have the time to oversee the approval process for all requests associated with a workflow, they can instead be identified as an additional recipient of the email notifications. This allows users to remain informed about the requests without being an approver.
- Go to Configuration > System Preferences > Workflow Configuration.
- Select an existing workflow. The entry opens on the Configure tab.
- Scroll to the Email Alert section. There are two communication options for additional recipients:
Notify at each approval level: Recipients is copied on every email step in the approval process.
Workflow is complete: Recipients is copied on every email that bears the final approver's approval or when requests are auto-approved or auto-rejected.
Note: If either the Auto-approve or Auto-reject approval type is selected, only the Workflow is complete communication option is available.
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Select which communication options should be implemented for the recipient(s) you are adding.
Note: These options consist of the CC and BCC text fields. They have the Default Approver checkbox that can be checked off to include the workflow’s default approver as an additional recipient.
Tip: It is best practice to always notify the default approver when a workorder is fully approved.
- Add a recipient to the CC or BCC field:
Click + Employee. A pop-up opens of a list of employees.
Select an employee from the list by clicking on their record. The employee’s email opens the CC or BCC text field.
OR
Enter the email in the text field.
Note: When multiple emails are included in the CC or BCC text fields, they should be separated by a “,”. Do not leave any spaces between the comma and each successive emails.
- Click Apply to save your changes or Cancel to revert the changes.