Workflow Notification Detail Window (Reference)

You can access the Workflow Notification Detail Window from the Workflow Notification List Window. The Detail Window features four tabs and the following buttons:

alt="New
New Button

Opens a new blank Detail Window to create a new workflow notification


alt="Save
Save Button

Saves any new changes to the current notification


alt="Duplicate
Duplicate Button

Makes a copy of the current workflow notification


alt="Revert
Revert Button

Returns the current workflow notification to its last saved state


alt="Delete
Delete Button

Deletes the current workflow notification (for audit keeping purposes, only records without associated sent notifications can be deleted)


Edits Tab   Top

Workflow Notifications Detail Window >> Edits Tab
Workflow Notifications Detail Window >> Edits Tab

On this tab, you set the following components of a workflow notification:

  • Select the letter that the notification will use
  • Specify which type of action will trigger a notification (added record, changed record, and/or deleted record)
  • Write a brief description of the purpose of the notification for future reference
  • Control which actions will trigger a notification based on the employee's access groups

Recipients Tab   Top

Workflow Notifications Detail Window >> Recipients Tab
Workflow Notifications Detail Window >> Recipients Tab

This tab provides a list of active employees in last name alphabetical order. From here, you can choose which employees should receive the email notifications associated with this workflow notification.

Notifications Sent Tab   Top

Workflow Notifications Detail Window >> Notifications Sent Tab
Workflow Notifications Detail Window >> Notifications Sent Tab

This tab lists all email notifications that have been sent as part of this workflow notification. Use the filter dropdown and search icon to filter the list as required.

Usage Tab   Top

Workflow Notifications Detail Window >> Usage Tab
Workflow Notifications Detail Window >> Usage Tab

This tab lists all of the items in Theatre Manager that are currently attached to this workflow notifications. These are the items that will trigger a notification in coordination with the settings on the Edits Tab.