Workflow Actions is a single place to manage all the pending actions you can take on Workflows.

Workflow Actions will send email notifications only if the ‘Send Email Alert’ checkbox is ticked in the Workflow that you’ve created.

To access Workflow Actions, go to:

Home > Settings > Workflow Actions

If a User is eligible to take action on some workflows, emails will be sent to the user with the relevant document as attachment. From there the user can Approve or Reject the Workflow.

Also, the users will see entries in their Workflow Action list:

Note:

• You have the option to define an email template for Workflow Actions associated with each state. This template can include instructions or messages guiding users on the next steps for Workflow Actions. However, Workflow Actions will not be generated for transitions to optional states.

Related Topics 

1. Workflows
2. Assignment Rule