Notifications provide immediate alerts when a workflow encounters errors, allowing you to quickly identify and address the problem. By staying informed about errors as they occur, you can take swift corrective actions, minimizing any potential downtime. This is particularly important in workflows that are critical to customer interactions, sales processes, or other key business operations. By following this guide, you will learn how to leverage email notifications to maintain operational efficiency and minimize the risks associated with workflow disruptions.
Accessing Workflow Settings
Begin by navigating to the Automation section from your account Dashboard, and then select the Global Workflow Settings tab located on the upper panel. This will direct you to a detailed settings page where you can configure your email notification preferences.
Customizing Notification Preferences
Here, you can manage your email notification preferences. By default, this option is toggled "on," ensuring that all account administrators receive immediate email notifications when an error occurs within a workflow. This proactive alert system helps you stay informed of any workflow failures, allowing you to take swift action to maintain a consistent and reliable customer experience.
To customize the recipients of the notifications, select the desired users from the dropdown menu. This option provides you with greater control over who receives alerts, allowing you to tailor notifications to specific individuals based on their roles and responsibilities.
📌NOTE: Users will receive only one email every 24 hours, with additional notifications sent if new errors are detected after these 24 hours.
Once you are satisfied with your configuration, be sure to click the Save button to apply and maintain your changes.
Pause Workflow
The Pause Workflow feature allows you to temporarily stop specific workflows, or all workflows, within a chosen date range. You can also set date ranges to repeat annually, automatically pausing the selected workflows on these dates every year.
Setting Up Workflow Pausing
In Global Workflow Settings, scroll down to Pause Workflow, choose the Start Date and End Date for the period you want the workflows paused, and then select the workflows you wish to pause from the list. You can choose "All Published Workflows" or individual workflows as needed. Tick the "Annually" checkbox if you want the workflows to pause on these dates every year. Use the Clone or Delete icons to duplicate or remove date ranges as needed. Click the Save button to apply the changes.
Example Use Case
If you want to pause workflows during the holiday season, like from December 25th to January 2nd, to avoid sending communications during that time, simply set the date range, select the workflows, and save.
Reviewing ErrorsÂ
If any errors are detected in your workflows, they will be displayed in the Workflow Needs Review tab. To acknowledge these errors, mark them as read.
To view the details of the errors, click on the Workflow Name. This action will redirect you to the Execution logs, where you can examine the specific errors within the workflow. Once reviewed, ensure you mark the errors as read to indicate that they have been addressed.
By configuring your notification preferences and staying informed of any issues as they arise, you can ensure timely corrective actions and uphold the reliability of critical workflows. Following this guide will help you leverage notifications to keep your business processes running smoothly and enhance overall performance.
FAQ
Q: How do I pause workflows on specific dates?
- A: To pause workflows on certain dates, go to Global Workflow Settings, select the date range you want, choose the workflows to pause, and click Save. You can also set the date range to repeat annually if needed.
Q: Can I set workflows to pause automatically on the same dates every year?
- A: Yes, you can check the "Annually" option when setting up a date range. This will ensure that workflows pause on the same dates each year.
Q: What is the maximum time limit I can pause workflows?
- A: You can pause workflows for a maximum of 15 days within a single date range.
Q: Can I apply multiple date ranges for pausing workflows?
- A: Yes, you can add up to 15 date ranges. However, they should not overlap for the same workflow.
Q: Who can access the pause feature for workflows?
- A: The pause feature is only available for Admin roles.