Workflow preferences - client options
Set the workflow preferences for all users of the document management system to determine when they receive email notification about tasks and workflow changes.
To set the global workflow preferences
- In the Web Client, go to Administration Panel > System Configuration > Client Options > Workflow Preferences.
- Use the following table to set the global workflow preferences for the document management software:
Option |
Values |
Default Value |
---|---|---|
Notification when a task is assigned or delegated to user |
Enabled Disabled |
Enabled |
Notification when a task assigned to user is overdue |
Enabled Disabled |
Enabled |
Notification when a task assigned to user is overridden |
Enabled Disabled |
Enabled |
Notification when a task assigned to me is reserved by another participant |
Enabled Disabled |
Enabled |
Notification when a task assigned to user is cancelled |
Enabled Disabled |
Enabled |
Notification when a task assigned to user is restarted |
Enabled Disabled |
Enabled |
Notification when a document associated with a task assigned to user is added or removed |
Enabled Disabled |
Enabled |
Notification when a document associated with a task assigned to user is checked out or checked in |
Enabled Disabled |
Enabled |
Notification if tasks in workflow user is the initiator of are overdue |
Enabled Disabled |
Enabled |
Notification when activity is completed for a workflow user initiated |
Enabled Disabled |
Enabled |
Notification when activity is completed for a document that user owns |
Enabled Disabled |
Enabled |
Notification when workflow is completed for a workflow user initiated |
Enabled Disabled |
Enabled |
Notification when workflow is restarted for a workflow user initiated |
Enabled Disabled |
Enabled |
Notification when document is added or removed from a workflow user initiated |
Enabled Disabled |
Enabled |
Notification when workflow is completed for a workflow user is an observer of |
Enabled Disabled |
Enabled |
Notification when workflow is restarted for a workflow user is an observer of |
Enabled Disabled |
Enabled |
Notification when document is added or removed from a workflow user is an observer of |
Enabled Disabled |
Enabled |
Notification when activity is completed for a document that user owns |
Enabled Disabled |
Enabled |
Notification when transmission initiated by user is completed or cancelled (Courier) |
Enabled Disabled |
Enabled |
Notification when transmission initiated by user is overdue (Courier) |
Enabled Disabled |
Enabled |
Notification when workflow initiator is delegated |
Enabled Disabled |
Enabled |
Notification when one-time review is added to a workflow user is an observer of |
Enabled Disabled |
Enabled |
Notification when one-time review is added a workflow user initiated |
Enabled Disabled |
Enabled |
Email Alerts Frequency |
Immediately Daily Weekly |
Immediately |
- Select the Enforce check box next to the preference you want to be imposed on all users. Users will not be able to modify this setting in their personal workfow preferences. Administrators may be able to modify their personal workflow preferences which are dependent upon the setting in System Configuration > Settings > General.
- To reset the value for all users, click the Reset button next to the option name. At the prompt message, click OK. The settings will take effect the next time the user logs into FileHold.
- To reset all workflow preference options to their original default values, click Reset All Settings.
- Click Save. The changes will be pushed out to all end users unless their workflow preferences have been previously modified. If the option is set to “enforced” then their preferences will be changed and locked down (meaning they cannot be modified by the end user) except for possibly Library Administrators or higher.