List of email notification triggers

Triggered when an owner of a created document assigns an RFP question to another user or users.

Triggered when an owner of a created document assigns a subsection, such as data entry, to another user or users.

Triggered when a user is assigned to an RFP in created documents.

Triggered when the due date of a created document is changed.

Triggered when a file is assigned to a user in a created document.

Triggered when the status of a document changes in created documents.

Triggered when an RFP question is emailed from the RFP file section of the Assemble tab when creating a document.

Triggered when an RFP question, with an attachment, is emailed from the RFP file section of the Assemble tab when creating a document.

Triggered when a user adds a new participant to an existing feedback thread. This trigger sends a message to the new recipient.

Triggered when a user submits feedback.

Triggered when a user is added as a recipient to a feedback thread. This trigger sends a message to all recipients in the thread about the addition.

Triggered when a user in the feedback thread provides a reply to the thread.

Triggered when a user closes a feedback thread.

Triggered when a user forwards feedback to another user. This trigger sends an email to all recipients in the thread.

Triggered when a user forwards feedback to another user. This trigger sends an email to the user to whom the thread was forwarded.

Triggered when a user re-opens a closed feedback thread.

Triggered when a content record is edited.

Triggered when a content item has expired, according to the expiration date in the content record properties. The message is sent to the content record owner(s) to remind them that the content needs reviewed.

Triggered when content record will expire, according to the expiration date in the content record properties, in a set number of days as specified in the ContentExpiringInXDays global setting. The message is sent to the content record owner(s) to remind them that the content needs reviewed.

Triggered when a user edits a content record that is linked to another content record via a content management link.

Triggered by the Upland Qvidian system when a user has not logged into Upland Qvidian for the number of days specified in the UserInactivityDisableInterval global setting.

Triggered when a new user is created or reinitialized in Upland Qvidian and the system is set up for mixed login. This trigger is only applicable if your instance has been configured to use Single Sign-On and allows explicit login access.

Triggered when a new user accesses Upland Qvidian with an SSO login. This trigger is only applicable if your instance has been configured to allow Single Sign-On access only

Triggered when a new user is created or an existing user is reinitialized. This trigger is only applicable if your instance has been configured to allow explicit login only, in which the user enters their username and password in Upland Qvidian to log in.

Triggered when a user's password is reset.

Triggered when user attempts to login a specified number of times, as set in Administration > Login Security, with the wrong credentials.

Triggered when a participant is added to a project. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project Notifications panel.

Triggered when a participant is added to a project. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project Notifications panel.

Triggered when a participant is assigned as an owner to a project's File List.

Triggered when a participant is assigned as an owner to a project's RFP File. This is trigger is currently inactive. Project owners will be able to assign owners to RFP files in a later release.

Triggered when a participant is added to a File List assignment workflow. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when a participant is added to an RFP File assignment workflow. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when a contributor submits their reply in the contributor portal.

The send status for this trigger is Auto Send only.

Triggered when the due date of a File List assignment is changed. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when the due date of an RFP File assignment is changed. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when a participant rejects a workflow task in a File List assignment, which sends it back to a previous task.

The send status for this trigger is Auto Send only.

Triggered when a participant rejects a workflow task in a RFP File assignment, which sends it back to a previous task.

The send status for this trigger is Auto Send only.

Triggered when a participant rejects a workflow task in a File List assignment and provides comments, which sends it back to a previous task.

Triggered when a participant rejects a workflow task in a File List assignment and provides comments, which sends it back to a previous task.

Triggered when a Content Manager clicks Reassign from the Actions menu in Manage Content Review Jobs to reassign submitted content to another Content Manager.

Triggered when a participant selects Submit Content from the Actions menu in projects to send new content in a questionnaire to a Content Manager for review.

Triggered when a participant submits new content to the Library from the Submit New Content item on the Home page.

Triggered when a participant unsuccessfully submits RFP content for review using the Submit Content panel within a Project.

Triggered when a participant successfully submits RFP content for review using the Submit Content panel within a Project.

Triggered when the due date of a project is changed. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when the due date of a project is changed. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when the due date of an assignment in an RFP File is changed.

Triggered when the status of an assignment in an RFP File changes.

Triggered when a participant is removed as an owner to a project's File List.

Triggered when a participant is removed as an owner to a project's RFP File. This is trigger is currently inactive. Project owners will be able to assign owners to RFP files in a later release.

Triggered when a user is removed from a project assignment workflow. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when a user is removed from a File List assignment workflow. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when a user is removed from an RFP File assignment workflow. This email will not be sent on its own. The email body produced by this trigger is put into the RFP Project Notification Digest trigger email body and is sent from the project's Notifications panel.

Triggered when an owner sends messages from the project's Notification panel.

This email is a shell holds that the email bodies of the following triggers:

• Assigned as Owner (File List)
• Assigned as Owner (RFP
• Added to Project (File List)
• Added to Project (RFP)
• Project Due Date Changed (File List)
• Project Due Date Changed (RFP)
• Due Date Changed (File List)
• Due Date Changed (RFP)
• Assigned to workflow (File List)
• Assigned to workflow (RFP)
• Removed as Owner (File List)
• Removed as Owner (RFP
• Removed from workflow (File List)
• Removed from workflow (RFP)

The send status for this trigger is Auto Send only.

Triggered when an RFP slice in an RFP File is sent to a contributor.

The send status for this trigger is Auto Send only.

Triggered when the contributor email is deleted from the Emails tab of the slices' Details panel, which cancels the request.

The send status for this trigger is Auto Send only.

This is an automated email that the system will send to participants in the current Project task to let them know their tasks are past due. This email is triggered the day after a task has expired.

The send status for this trigger is Auto Send only.

This is an automated email that the system will send to participants in the current Project task to remind them that they have tasks due soon. This email is triggered based on the “ProjectTaskExpiringInXDays” Global Setting.

The send status for this trigger is Auto Send only.

Triggered when a participant completes their task in a project assignment workflow.

The send status for this trigger is Auto Send only.

Triggered when a participant completes their task in a File List assignment workflow.

The send status for this trigger is Auto Send only.

Triggered when a participant completes their task in an RFP File assignment workflow.

The send status for this trigger is Auto Send only.

Triggered when a project participant replies to a comment thread. The participant who started the thread and all those who previously replied will receive the email.

Triggered when a content manager pushes a reminder to a participant in the content review job

The send status for this trigger is Auto Send only.

Triggered when a reviewer submits their record(s) and it moves to the next task in the workflow.

The send status for this trigger is Auto Send only.

This is an automated email that the system will send to participants in the current Review Job task to let them know their tasks are past due. This email is triggered the day after a task has expired.

The send status for this trigger is Auto Send only.

This is an automated email that the system will send to participants in the current Review Job task to remind them that they have tasks due soon. This email is triggered based on the “ReviewJobTaskExpiringInXDays” Global Setting.

The send status for this trigger is Auto Send only.