Email Notifications
Overview
Fynapse provides a functionality which sends out notification emails to a recipient list when a selected triggering event occurs.
Such subscriptions for email notifications can be configured for:
- Approval Workflow events
- Ingestion events
- Extraction events
Email notifications for ingestion and extraction events appear on the Email Notifications screen, where they can be enabled or disabled. However, they are created and can also be managed via REST API.
Approval Workflow Email Notifications
To use this feature, you need to enable the Email subscriptions feature flag.
Fynapse sends out email notifications about new approval requests or status changes of a request to both the requestor and the approver.
These notification sets are automatically enabled when you turn on the Approval Workflow functionality and create a workflow for a given product area where Workflow Approval can be enabled:
- Accounting Rules Navigator
- Finance Data Service (uploading data files via the Uploads screen)
- Adjustment Portal
- Chart of Accounts
- Data Structure Definition
- Period Locking
Email Notification Types
By default, Fynapse provides a set of 10 types of notifications for each product area:
These messages have a fixed content and are enabled for distribution once you enable the Approval Workflow feature flag and create a workflow in a given area.
It is not possible to edit the default messages.
Email Notifications Screen
The Email Notifications screen allows you to browse the list of existing email notifications for workflow approval and manage their distribution.
Custom email notifications for ingestion and extraction events also appear on the Email Notifications screen. However, you can only view them in the grid and disable/enabled them. You cannot view the details, as the View action is unavailable for these types of notifications.
The screen comprises of a grid with the list existing email notifications, which is populated based on the approval workflow you configure on the Approval Workflows screen:
- Name and description - name and description of the email notification which comprises of Approval workflows and product area
- Event - group of events triggering the email notification
- Event filter - allows you to filter events by product area
- Status - information if the email notification is active or inactive
- Actions - actions available for the email notifications:
- View - redirects you to the Details screen
- Deactivate/Activate - allows you to deactivate or activate a notification; all notifications are by default active
Details Screen
The Details screen allows you to browse the details of an email notification.
The left-hand section comprises of:
- Name - name of the approval workflow
- Description - description of the approval workflow
- Event - - type of event triggering the email notification
- Event filter - allows you to filter events by product area
- Recipients - who receives the email notification, for approval workflows the recipients are Requestor and Approver
The right-hand section comprises of the list of email notifications for a given approval workflow. All approval workflows by default receive 10 types of notification emails, 5 for the requestor and 5 fo the approver.
Each email notification has a toggle which allows to enable or disable it. You can also view a sample of the email notification by clicking on the View example email link.
How to deactivate or activate all notifications?
- Go to the Email Notifications screen.
- Select the approval workflow for which you want to deactivate or activate all notifications and in the Actions column click on the View action.
- Click the Deactivate all/Activate all button at the top of the screen.
- Click Save changes to confirm your action or Cancel to discard your changes.