Rounds Notification Workflow

Create a workflow that emails selected recipients whenever a round is submitted, so they are informed immediately without logging in to check.

A notification workflow sets what mRounds sends when a round is submitted. It is separate from approving a round plan; for approval, see Round Plans Approval Workflow.

  1. Expand Workflows and select My Workflows.

    My Workflows lists the predefined workflows.

    Figure 1. My Workflows


  2. Click Create New on the right side in the Workflow Details screen.
    Figure 2. Workflow Details Screen


  3. Enter the workflow name in the Workflow Name field.
  4. Enter the description in the Workflow Description field.
  5. Select Plant, Unit, Module, and Object (Round Plan) from the list.
  6. Select a round plan from the Select Round Plan Name list.
  7. Click Go Next in the top-right corner.
  8. In the Workflow Setup screen, open the Select Trigger dropdown next to When Round is and choose Submitted.
  9. Click Add Action, then select Send Notification.
  10. In the Notify To dialog, choose recipients from the Users, User Groups, or Positions tabs.
  11. Click Done.
  12. Click Save & Activate.
    Figure 3. Rounds Notification Workflow


The workflow is created and set to Active. Recipients receive an email whenever a matching round is submitted.
  • Recipients can open the round from the email link (if they have access) or download it as a PDF.