Workflow Alerts

Workflow Alerts

Workflow Alerts are one type of action which can be associated with a workflow rule. Alerts are email or SMS triggers that are sent to candidates, contacts, and users. If you associate a workflow alert with a workflow rule, the specified email or SMS is automatically sent to the selected recipients when the rule is triggered for records meeting the criteria specified in the rule.

Availability 

Profile Permission Required: Users with the Manage Workflow profile permission can access this feature. 

To create an email workflow alert:

  1. Go to Setup > Automation > Action > Alerts.
  2. In the Workflow Alerts page, click +Create Alert.
  3. In the New Workflow Alert page:
    • Choose Email as the Alert Type.
    • Enter a Name for the alert.
    • Select the module from the dropdown list.
    • Browse for and associate an existing email template from the module's template folder. If you don't have a template, you can create a template by clicking New Template.
    • Choose the recipients for the email. Everyone associated with the email will be displayed. If you choose roles, groups, territories, or subordinates, the email will be sent to all users in the selected category.

To create an SMS workflow alert:

Go to Setup > Automation > Action > Alerts.

In the Workflow Alerts page, click +Create Alert.

In the Create New Alert page: 

  • Choose SMS as the Alert Type.
  • Enter a Name for the alert.
  • Select the module from the dropdown list.
  • Browse for and associate an existing email template from the module's template folder. If you don't have a template, click Create Templates. 

Note
If the email is to be sent to users in your organization, it is sent as a notification from the email address support@zohorecruit.com.

    • Related Articles

    • Workflow Alerts

      Workflow Alerts are among the actions associated with a workflow rule. Alerts are nothing but emails or SMS triggers that are sent to Temps, Contacts, and Users. When you associate a workflow alert to a workflow rule, the selected email or SMS is ...

    • Managing Workflow

      Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: Workflow ...

    • How many alerts, tasks and field updates can I associate to a workflow rule?

      You can associate a maximum of 5 alerts, 5 tasks and 3 field updates to each action (Instant or Scheduled) to a workflow rule. However, this count varies on edition you are using. In the Free Edition, you can associate a maximum of 5 alerts and 5 ...

    • How many emails can be sent per day using the workflow alerts?

      You can send either (No. of Users x 100) or 5000 emails, whichever is lower, using workflow alerts in the Paid Accounts. In the Free Accounts, the limit is 200 emails per day while for the trial accounts, it is 10 emails per day.

    • Workflow Tasks

      Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when ...