Lesson 5.3: Sending email reminders to pending approvers
You can add the Send Email policy to send email reminders
to reviewers at a regular interval.
Before You Begin
Add reviewers and select the Approver check
box for the reviewers who must cast a vote on the asset.
This lesson applies the Send Email policy to an asset lifecycle,
however, you can apply this policy to any lifecycle type you have
permission to edit.
Select the Review state and click Go.
Click Add Policy.
Select Default Policies > Send Email Policy.
Click Add.
The default times this runs is on Asset Save and Entrance
to State. Clear the check box for Asset Save.
Click Configure to add more details
on the policy.
Select Pending approvers to receive
a reminder email.
Enter a subject for the email.
Enter a message for the email.
Click Save. You
are given a warning that This policy is currently not
used in any exit conditions. Select a transition to configure conditions. For
this policy type, you do not need to add an exit transition condition.
Click Save to finish editing the
asset lifecycle.
When the asset enters the review state, the policy runs at
the timer interval to email reminders to reviewers and anyone else
included in the configuration.
Lesson checkpoint
You learned how to apply and configure the Send Email policy.