You can customize information workflow for your project.
Navigate to omnWorks \ Projects and select Edit next to a project you want to edit.
Navigate to Workflow section to configure project workflow and what happens in project tasks workflow.
- To configure a common message to be send to each project resource, select Email Message,
- Select Consent if any you want resource to agree to when resource is assigned or tasks is assigned. Learn more about Collecting Customer Consent.
- To configure email notifications on a project task workflow status enter a list of emails in Notify about new data to this email.
- To configure SMS or Text notifications on a project task workflow status, enter a list of phone numbers in Notify phone number.
- To display a message to a resource after accepting assignment, enter message under Display this message after submission.
- You can redirect customer to the specific URL, enter Redirect link.
- If you want, you can redirect resource to the specific page on your site, select page in Redirect to this page after submission.
- If you want to send resource a specific message once assignment is completed, select that Message.
- If you want to kick off a specific message campaign, select that Campaign.