Group events that contribute to detailed alerts

In addition to edits made to the workflow itself, a few other actions can lead to task alerts being sent, if a project is set for detailed alerts.

Table 1. Actions that result in alerts
Tab Actions
People
  • If a user uses the find and replace feature to change a workflow, HCL® Marketing Operations sends an alert to both the previous and new task owners.
  • If a user clicks Assign work by role, Marketing Operations sends an alert to each user assigned (or unassigned) tasks.
Tasks
  • If a user clicks Complete Selected, Skip Selected, or Reassign Selected, HCL Marketing Operations sends an alert that indicates the affected tasks.
  • If a user edits a task from the screen, Marketing Operations sends an alert indicating the changes to the task.
Teams If a team manager or member reassigns tasks, HCL Marketing Operations sends an alert to both the previous and new task owners.
Approvals If a user edits an approval task that is part of a workflow, HCL Marketing Operations sends an alert indicating changes to the task.