Custom Workflow Notifications

[siyamndebele57]

Hi experts, I would like to find out if I don't need to create a business rule to trigger the custom workflow notification after I am done with configuring the notification.

I am asking because I am trying to create an exit survey workflow notification, I have followed all the steps but when testing the notification doesn't come through.

[nlgro02343]

If it's for a portlet like job info or termination info, you'll definitely require a business rule.
It could be that something in the business rule is not working as desired or that a job in provisioning (EC Alerts & Notifications) is not scheduled that is required for this.

[siyamndebele57]

If I create a business rule, I will also need to create an alert message on manage data so that I can reference it on the business rule. Therefore, how will the message I created on manage document template still trigger when on the business rule its not the one referenced?

[nlgro02343]

It won't the alert message always has to be included (maybe that's what is currently causing it not to trigger).
Below an example of a valid criteria and statements to ensure the alert is sent (in this case 1 month before the designated probation date). As you may observe we first define what message to use, then when to send it, we add a flag to ensure it doesn't get duplicates and in the final step we define the workflow that determines who will get it.