Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How to set up workflow notification for workflow originator?

(0) ShareShare
ReportReport
Posted on by 57

Hello all,

I already read through different posts and topics, but I could not find the right solution for my issue. So I hope that someone of you could give me the right hint to get this problem solved.

What am I trying to do?

We have a workflow implemented where we want to inform the workflow originator that the workflow is Approved. In this case, we do not want to send an email to the workflow originator, we want to inform the originator in the system. This means that I start the workflow, person B approves the workflow and I must receive a notification in the system that my workflow is approved.

What did I set up already?

I set up the workflow which concludes with an automatic approval after a manual decision by person B.

pastedimage1595235202383v1.png

I also activated the notification in the user options:

pastedimage1595235385679v1.png

I also set up the email notification setup (emails are generated according to the "Batch email sending status"). Anyway, this is not what we have as requirement from the customer.

 

What is the actual issue?

At the moment, no notification is sent to the workflow originator when the workflow is approved.

Does anyone of you has an idea how we can solve this issue or what setups are missing? Any input is appreciated as I already read a lot of posts but did not find the right solution for my issue.

Thank you in advance for your support.

Kind regards

Fabian

  • FabianIBK Profile Picture
    57 on at
    RE: How to set up workflow notification for workflow originator?

    Hello Mattguo,

    thank you once more for your feedback. That's what I was already worrying about. So no notification to workflow originator in the system, only via e-mail.

    Thank you for the (unfortunately not satisfying for my customer) solution. But that's how it works.

    All the best

    Fabian

  • Verified answer
    MATTGUO Profile Picture
    22,319 Moderator on at
    RE: How to set up workflow notification for workflow originator?

    Hi Fabian,

    The OOB notification on workflow is to send an email. It does not send the notification in system.

    For now, the feature of Send notifications to Action Center works for the workflow item owner.

  • Suggested answer
    Rahul Mohta Profile Picture
    21,014 on at
    RE: How to set up workflow notification for workflow originator?

    pls see if this blog helps

    community.dynamics.com/.../email-template-for-workflow-in-microsoft-dynamics-365-finance-and-operations-apps

  • FabianIBK Profile Picture
    57 on at
    RE: How to set up workflow notification for workflow originator?

    Hello Mattguo,

    thank you for your reply.

    The status is Waiting, so the email is not sent yet. The sender email is the one I set up accordingly. But in general, I do not want to create an email - I just want to give the workflow originator an notification in the system similar to the one you get when you receive a workflow item.

    All the posts I've read are about the email setup, but what I am trying to achieve is the notification to the workflow originator in the system.

    Kind regards

    Fabian

  • MATTGUO Profile Picture
    22,319 Moderator on at
    RE: How to set up workflow notification for workflow originator?

    Hi Fabian,

    For the first step, can the workflow email be sent normally?

    Which email account and status in Batch email sending status?

    Do you check the Junk email?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,996 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans