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Workflow: Send notifications to group that reviewer belongs to

I am creating a workflow.  In the workflow, I select a reviewer and the Department.  I have a property called 'Department' with value list that has the departments.

The workflow ends with sending a notification to the department (i.e., department@company.com).  How can I find in the metadata the reviewer belongs to?  The reviewer belongs to a User Group that is the same name as the Department.

Please assist.  Thanks.

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  • In addition, I also want to send notification to the document author's department.  Please advise or point me to the right direction.  Thank you.

  • I think this requires some changes to your vault structure. Instead of having Department as a value list, you could convert it into an object type so that you could link each department to the corresponding user group in the object metadata. Then in the workflow notification settings you can pick the recipient user group from metadata, for instance as Reviewer.Department.Department's user group. (This requires also that the Reviewer is selected from a list of Employee objects instead of using the built-in Users value list.)

  • Thanks  .  You're right.  I may have to redo the vault structure.  Ugh!

    I just created a Department Object.  Now, how do I call the User Group in the Workflow Notification Recipients?  When I click on add recipients, I have 3 options:  User or user groups, user from metadata, and user from state transitions. 

    How do I enter reviewer.department.department?  If I select User Groups, I only have the option to select the actual user group and not a variable 'reviewer.department.department.

  • It's the "User from metadata" option. There you should be able to reference the user group on the Department object via the Reviewer.

  • Thanks.  Yes, I selected the 'User from Metadata' and chose the Reviewer property.

    I do not see on the window where to associate the User Group.  I ran the workflow, and the user group did not receive the notification.  Only the reviewer did.

  • Ah, I get it now after a few more tries. 

    I created the Department Object with properties: manager and User group.

    This resulted in the Manager and User Group to pop up automatically when I saved a document.  In doing so, the Manager and User Group properties are filled in and I can use them as a "User in Metadata" for notifications.

    Thank you again.

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  • Ah, I get it now after a few more tries. 

    I created the Department Object with properties: manager and User group.

    This resulted in the Manager and User Group to pop up automatically when I saved a document.  In doing so, the Manager and User Group properties are filled in and I can use them as a "User in Metadata" for notifications.

    Thank you again.

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