Set Up Workflow Messages

Requests are workflow-enabled, meaning that each user assigned to a role in a request can receive a notification when the role has work assigned. A workflow is a notification method called during an event, in this case, when a role is finished.

When one stage of work has been completed for a request, dspCompose™ sends an email and displays a notification pop-up to that user from within dspCompose™ notifying all members of the next dependent role or roles they have tasks to complete. The email contains a link to trigger specific events and to launch the relevant page in dspCompose™.

Workflow messages can be configured. Refer to Configure Workflow Messages for more information.

NOTE: Workflow messages can be configured for the languages that display in the LANGUAGE ID column. These languages are defined as active in the platform.

dspCompose™ can be configured to use the recipient’s user name or email address in the workflows.

To view the list of delivered workflow messages:

  1. Select Configuration > Workflow Message on the Navigation pane.
  2. Click Messages for a language.

NOTE: The EVENT column lists the event that triggers the message to be sent.

For example, when a user finishes a role by clicking Finish on the Request (Roles) page, the Finish event is triggered, and an email notification and a pop-up notification from within dspCompose™ are sent to the next person(s) responsible for subsequent role(s). The email and notification contain the workflow message associated with the Finish event.

Workflow messages must be enabled for a user.

To enable workflow messages:

  1. Select Configuration > Users on the Navigation pane.
  2. Click the SEND WORKFLOW check box to enable workflow messaging for a user.

To set workflow message to use the recipient’s email or user name:

  1. Select Configuration > Parameters on the Navigation pane.
  2. Click the Use UserID in Workflow check box to enable it or disable it.

NOTE: If the Use UserID in Workflow check box is enabled, dspCompose™ uses the recipient’s user name when sending workflow emails, making the workflow semi-anonymous. If disabled, dspCompose™ uses the recipient’s email address.

The following tables lists the type of workflow messages and the role(s) that receives them.