- 02 Sep 2024
- 1 minute to read
Configure approval workflows notifications
- Updated on 02 Sep 2024
- 1 minute to read
There are a number of notifications that can be triggered for approval workflows. These notifications are part of Totara's centralised notification system, meaning they can be configured at the site level (via Quick-access menu > Notifications) or for an individual workflow.
Create a notification
To create a new notification for an approval workflows trigger event, follow these steps:
- Navigate to the workflow dashboard (/mod/approval/workflow/index.php).
- Select the workflow and the stage for which you wish to configure notifications.
- In the left-hand panel, select Notifications.
- Click a notification trigger to see the notifications related to that event.
- Click the icon of three dots () next to the event for which you want to add a notification, then click Create notification.
- Give the notification a Name.
- Select all users you want to receive the notification using the Recipient checkboxes.
- For the Schedule setting, decide if you want the notification to be sent when the trigger happens, a number of days after it happens, or for some events (e.g. due dates), a number of days before it happens.
- Tick the Forced checkboxes for any Delivery channels which users should not be able to disable.
- Enter the Subject line and the Body notification content.
- Use the Status checkbox to determine whether your new notification is enabled or not.
- Click Save.
Edit a notification
To access the notifications for a specific workflow, follow these steps:
- Navigate to the workflow dashboard (/mod/approval/workflow/index.php).
- Select the workflow and the stage for which you wish to configure notifications.
- In the left-hand panel, select Notifications.
- Click a notification trigger to see the notifications related to that event.
- You can disable notifications individually using the toggle buttons, or you can disable the whole trigger. However, note that if a trigger is disabled at the system level, it won't ever be shown in lower contexts (e.g. for individual approval workflows).
- Click the icon of three dots () next to the notification, then select Edit.
- Complete the settings and add your notification content.
- Click Save.
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