8.3 Workflows for triggering notifications

Notification templates provide a standardized way to present messages, ensuring clarity and uniformity across different activities. Notifications guide you to take required actions promptly, reducing delays and avoiding missed tasks.

To receive notifications through the application (in-app) or externally through email:

1. Define or create a template using the Case Template feature. For more information, see Creating Case Template.
2. Select the required trigger to configure the notification type (in-app or email), the recipient (user groups, emails), which notification templates to use. For more information, see Add Trigger.
3. Map notification to the required workflows using Workflow Designer feature. For more information, see Add Workflow.