What options are available when configuring a business process notification?

When configuring a notification step within a Workday business process, a primary configuration is determining the recipient. Workday provides a robust set of options to define who receives the notification. This includes selecting specific security groups, such as a "User-Based Security Group," which allows an administrator to designate one or more specific Workday Accounts (i.e., individual users) as the recipient. This ensures targeted and precise communication as part of the business process flow.

A. Sender based on Workday Account: The "From" address for a notification is typically a system-defined, generic email address to ensure consistency and is not configured based on an individual's Workday Account.
B. On exit: Business process steps, including notifications, are triggered "On Entry" when the process flow reaches that point. "On Exit" is a condition used for routing to the next step.
C. Trigger on In Progress: "In Progress" is a status of the overall business process instance, not a specific event that can be configured to trigger a notification step within the process definition.

1. Workday Administrator Guide, "Business Process Framework": Chapter on "Configure Business Process Notifications". This chapter details the configuration of notification steps. The "Recipients" tab is explicitly shown to allow selection of Security Groups, including User-Based Security Groups, which directly map to specific Workday Accounts.

2. Workday Community, "Tip: How to configure a notification in a business process": This article outlines the steps for setting up notifications. It specifies that recipients are determined by selecting from options like Role, Security Group, or specific roles related to the transaction (e.g., Initiator, Manager). The use of a User-Based Security Group is a standard method for targeting a specific Workday Account.

3. Workday Pro HCM Core Courseware, "Business Process Fundamentals": Module on "Business Process Configuration". The section on step types explains that notifications are executed upon entry to the step. It also details the recipient determination logic, confirming that individuals (Workday Accounts) can be targeted through security group configurations.