How to Adjust Notifications in the Out-of-Box Single Approver Workflow

Workflow app comes with the Single Approver workflow out-of-the-box. You can tailor it to your liking and change how it works for you. Here is an example of how to adjust Single Approver workflow's notifications so that it only sends notifications to specific role groups.

Resolution

From the Kaleo Designer's Interface:

  • Go to Product Menu > Control Panel > Configuration > Kaleo Designer
  • Select the Single Approver workflow and edit it
  • Select the "review" node
  • On the left hand window, click Assignments
  • Remove or adjust the notification recipients to your requirements

If you would like to adjust the XML:

  • Identify the following area of the Single Approver XML, and adjust to your needs.
<assignments>
    <roles>
        <role>
            <role-type>organization</role-type>
            <name>Organization Administrator</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>organization</role-type>
            <name>Organization Content Reviewer</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>organization</role-type>
            <name>Organization Owner</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>regular</role-type>
            <name>Administrator</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>regular</role-type>
            <name>Portal Content Reviewer</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>site</role-type>
            <name>Site Administrator</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>site</role-type>
            <name>Site Content Reviewer</name>
            <auto-create>false</auto-create>
        </role>
        <role>
            <role-type>site</role-type>
            <name>Site Owner</name>
            <auto-create>false</auto-create>
        </role>
    </roles>
</assignments>

Additional Information

For additional information, please refer to the following article in our Official Documentation: Creating Tasks in Kaleo Designer

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