Brief and detailed task alerts

When someone makes edits to a workflow, they can make numerous edits that affect several tasks, members, dates, and so on. HCL® Marketing Operations allows you to determine whether users should receive detailed or brief alerts (through notification by email and within Marketing Operations) about the workflow changes:

  • Brief mode: The notification informs users that changes were made to the workflow. In certain cases, the field changed and new value are shown.
  • Detailed mode: The notification contains a section for each task that changed. For each change, both the previous and current values are listed in the alert.

Determine the correct level of information, and set the Detailed workflow change notification alert accordingly.

Note the following:

  • If a project is set up to deliver detailed alerts to owners and participants, any changes to workflow tasks leads to a detailed alert being sent to project owners and affected task members (that is, specific participants who are task members). In this case, brief alerts related to workflow tasks (such as Task Assigned or Task Started) are not sent.
  • If a project is set up to deliver detailed alerts to owners only, then changes to workflow task rows lead to a detailed alert being sent to project owners only. Affected task members (project participants) receive brief alerts.