Viewing Notifications (CC'd Tasks)

If someone copies you (cc) on a task, it is not a task for you, but it is for your information only and called a message. These business process record copies are listed in your Notifications log. You will usually be notified by email when you have a new a message. If you receive an email notification, click on the hyperlink at the bottom of the email. You will be directed to the Unifier Sign In screen and, once you log in, to the project or shell or company Notifications log.

Note: Notifications for View-Only projects or shells are listed in the Notifications log, but you cannot add general comments to these messages.

Notifications are view-only snapshots of the form at a particular step and remain available for viewing until the BP is sent to the next step. Notifications received for an end-step will remain available in the log.

To view your messages from:

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

Business Process Forms

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Working with Permissions (Non-Workflow BPs)

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option (Standard View)

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing General Comments

Using or Viewing a Query-Based Tab

QBDE Evaluation Upon Creating Record From Query-Based Tab

Working with File Attachments and Markups

Linking Business Process Records

Linking Mailbox Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding a Hyperlink

Viewing Referencing Records

Spell-Checking a Form

Participating in a Workflow

About Email Notifications for Business Processes

Participating in a Discussion Group (Classic View only)

Copying and Consolidating Comments and Markups

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes



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Last Published Monday, April 11, 2022