Communication templates and workflow

You can design a workflow process to generate notifications about the progress of a specific record. Notifications can be made through email or through pager, providing that your paging system supports email.

When you design a workflow process that includes email notifications, you can create the notification, and apply a communication template and change or complete the notification.

For workflow processes, you create templates that use roles as a recipient. You can add one or more roles. You can add more than one category of recipient, such as persons, person groups, or email addresses. In the Workflow Designer application, you can create a template-based communication. A template-based communication uses all the features available in a communication template, including attachments. The default values for role or recipient, subject, and message are derived from the template. You cannot change these values in the Workflow Designer application.