Approval workflow notification e-mails
In the Approval workflow, notification e-mails are sent in response to operations such as application, approval, and rejection.
This page summarizes, for each operation, who receives the e-mail, which setting controls its delivery, and which message template is used.
Overview
| Item | Description |
|---|---|
| Target | Notification e-mails sent in response to approval workflow operations |
| Related settings | [E-mail notification] on the [Basic settings] tab, and [E-mail notification] for each approver on the [Flow settings] tab |
| Editing e-mail bodies | [E-mail settings] on the [Basic settings] tab (approval request e-mails only), and [Message template] |
Recipient types and controlling settings
Approval workflow notification e-mails are sent to the following three types of recipients.
| Recipient | Controlling setting |
|---|---|
| Applicant | None. E-mails to the applicant are sent regardless of the settings. |
| Approvers | [E-mail notification] for each approver on the [Flow settings] tab. E-mails are sent only to approvers with this option checked. |
| E-mail addresses in the basic settings | [E-mail notification] on the [Basic settings] tab. When [Notify] is selected, e-mails are sent to the addresses entered in the field. |
Depending on the [Approver settings] on the [Flow settings] tab, the following members are treated as approvers.
- Group: Members of the specified group
- Member: The specified member
- Custom member filter: Members matching the custom member filter
Even if [E-mail notification] on the [Basic settings] tab is set to [Don't notify] and all [E-mail notification] checkboxes on the [Flow settings] tab are cleared, e-mails to the applicant are still sent.
For the operations that send e-mails to the applicant, see the [Applicant] column in Notification e-mails by operation.
For each type of notification e-mail, if the same e-mail address matches multiple recipients (for example, when the applicant is also an approver), only one e-mail is sent to that address.
When a single operation sends multiple types of notification e-mails (for example, an approval when there is a next phase), each type is sent separately, so the same address may receive more than one e-mail.
Notification e-mails by operation
In the table, "Yes" indicates that the e-mail is sent to the recipient, and "-" indicates that it is not.
Recipients other than the applicant receive e-mails only when the settings described in Recipient types and controlling settings are enabled.
| Operation | Subject | Applicant | Approvers | E-mail addresses in the basic settings | Message template identifier |
|---|---|---|---|---|---|
| Application | [Subject] in [E-mail settings] on the [Basic settings] tab | - | Approvers of the first phase | Yes | None ([Body] in [E-mail settings] on the [Basic settings] tab is used) |
| Approval (all phases) | Notice of approval | Yes | Approvers of the approved phase | Yes | approvalflow/approve_finish |
| Approval (approval request to the next phase) | [Subject] in [E-mail settings] on the [Basic settings] tab | - | Approvers of the next phase | Yes | None ([Body] in [E-mail settings] on the [Basic settings] tab is used) |
| Rejection to the applicant | Notice of rejection | Yes | Approvers of the phase that rejected the application | Yes | approvalflow/approve_reject |
| Rejection to an intermediate phase | Notice of rejection | - | Approvers of the destination phase | Yes | approvalflow/approve_reject_phase |
| Rejection to another workflow | Notice of workflow transfer | Yes | Approvers of the first phase of the destination workflow | Yes (settings of the destination workflow) | approvalflow/approve_flow_move |
| Withdrawal | Notice of withdrawal | - | Approvers of the phase currently awaiting approval | Yes | approvalflow/approve_withdraw |
| Scheduled publication of approved content | Successfully published upon approval | Yes | Approvers of the last approved phase | Yes | approvalflow/scheduled_publish |
| Alert waiting for approval | Alert waiting for approval | - | - | Yes | approvalflow/approval_alert |
Approval
The "Notice of approval" e-mail (approvalflow/approve_finish) is sent each time [Approve] is clicked in any phase, not only in the final phase.
When there is a next phase, an approval request e-mail is also sent to the approvers of the next phase and to the e-mail addresses in the basic settings.
Rejection to another workflow
The approvers and the e-mail addresses in the basic settings of the destination workflow are used. E-mails are not sent to the approvers or the basic-settings e-mail addresses of the source workflow.
Scheduled publication of approved content
When content is approved with a publication date and time, this e-mail is sent once that date and time arrives and the approved changes are applied to the content.
Alert waiting for approval
This e-mail is sent only to the e-mail addresses in the basic settings when all of the following conditions are met.
- The workflow [Status] is enabled.
- [Notify] is selected for [E-mail notification] on the [Basic settings] tab, and a value of 1 or more is entered in [Days until alert].
- Approval has not been completed after the number of days specified in [Days until alert] since the application.
This e-mail is sent once a day, and is sent every day until the approval is completed as long as the conditions are met. The sending time is displayed below [Days until alert] on the [Basic settings] tab.
Editing e-mail bodies
The subject and body of the approval request e-mails sent upon application and to the next phase are edited in [E-mail settings] on the [Basic settings] tab.
For the other e-mails, edit the template with the corresponding identifier in [Message template]. For the variables available in message templates, see List of available variables in the Message template.
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