Announce

You can use the Announce automation to post updates to the Web Announcement Portal.

To add an Announce automation to a workflow: 

1. Hover over a transition line below the Action to view and click the icon. Select the Announce automation in the Select automation drop-down. The Automation Properties Panel displays.

2. In the Name field, enter the name of the automation.

3. Optionally, enter a Description of the automation.

4. In the Status drop-down menu, select the state that you want the created Announcement to be.

   Tip: Select Published if you want the Announcement directly published to the Announcement Portal.

5. Click Edit to create the announcement.

   Note: To create an announcement with the same subject and body as the RFC, use the variables $(Parent.Summary) in the Subject field and $(Parent.Description) in the Body field.

6. To add recipients, click the button and double-click a recipient, or select a recipient and click Add. You can select recipients from the Users, Teams, Roles, Dynamic Roles, or Contacts tabs. If you do not want to e-mail the announcement, leave this field blank.

   Note: Make sure the action is enabled.

7. Optionally, select the Rules tab to use the Criteria Builder to add conditions to the automation.

8. Click the 3-dot menu next to the workflow name, then Save or Publish the workflow to see your changes.

   

 

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