Forum Discussion

darpan13's avatar
darpan13
Contributor
3 years ago

Email Setup for RCM Steps / WF Steps ?

SOURCE: ONESTREAM CHAMPIONS Hi Team, Did anyone successfully able to set up the email configuration for RCM or Workflow profile completion or certification. Best Regards and Thanks Darpan Bha...
Workflow
AndyR's avatar
AndyR
New Contributor III

Hi Darpan,
Since none of us are internal to your company and therefore can’t see the solution would you be willing to post it here so we can all learn?
Thanks,
Andy

oscaruchavez's avatar
oscaruchavez
New Contributor
3 years ago

Hi Andy,
for sure i like the community of learners in this forum! so I was working with Darpan on this issue and here the solution which is very simple:
We do have the RCM version PV630 SV100 so in order to receive notifications you should have an active role on the process, nevertheless on this version the default role is: viewer (viewer does not receive any notification) so when you activate the notify flag for your users make sure to update also the role they are playing. (please referrer to the below flow to understand it better).
Cheers.

 

 

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