Configure notifications and approval for team creation

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • The system sends an email to the requester of a new SR Ops team when the request is approved or rejected. You can configure the email messages and configure which user role can approve requests for a team.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    In the default flow, a System Administrator must approve requests to create a team. This procedure shows you how to change the approver.

    The default flow includes email message notification. This procedure shows how to customize the content of the notification messages for any of the following cases:

    1. Validation of the request failed. Team is not created. Record of the request is updated.
    2. Validation of the request passed. Change request to create the SR Ops team is rejected. Team is not created. Record of the request is updated.
    3. Validation of the request passed. Change request to create the SR Ops team is approved. Attempt to create the SR Ops team succeeded. Team is created. Record of the request is updated.
    4. Validation of the request passed. Change request to create the SR Ops team is approved. Attempt to create the SR Ops team failed. Team is not created. Record of the request is updated.
    Figura 1. Approval and rejection email messages
    Approval and rejection email messages and approval configuration are identified in the flow.

    Procedimento

    1. Navigate to All > Flow Designer > Designer and click Create New SR Ops Team.
    2. Follow this procedure to change the approver:
      1. Select Requested Item Admin Approval and click the Subflow Designer icon (Subflow Designer icon.).
      2. On the Subflow Designer, click Ask For Approval.
        Figura 2. Fields in the email template form
        Fields in the email template form that you can update.
      3. On the Ask For Approval form, specify the role that should approve or reject requests to create an SR Ops team and then click Close.
        Figura 3. Fields in the email template form that you can update
        Fields in the email template form that you can update.
    3. To update an email template, click the Send Email command in the flow, edit the fields as needed, and then click Done.
      Example email template form:
      Figura 4. Fields in the email template form that you can update
      Fields in the email template form that you can update.
    4. Click Save to save your updates to the flow.
    5. Click Activate to make the flow available for use.