Send workflow assignment emails - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
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Data Integrity Suite
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en-US
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pt_product_guide
copyrightfirst
2000
copyrightlast
2026

When an assignment is triggered, a new entry will be added to Your Assignments on the home page for the relevant recipient.

You can notify users about their open assignments via email. When building a workflow with a Form activity, you can select an option to send an email each time a new form assignment is triggered. You can also enable an option to send a daily email to users with outstanding workflow assignments, summarizing their open tasks.

Note: These settings are independent of each other. You can choose to enable one, both or neither.

Send notifications for each assignment

Enable email notifications when a new form assignment is triggered.

When you add a new Form activity to a workflow, there is an option to enable email notification as part of the Form step.

Enable the email notification option on the Form activity.
An email notification will be sent to the user or users listed, with a link to complete the form. An email is sent each time a new form assignment is triggered.
Tip: If you want to control the number of emails a user receives, you can choose not to select this option, and instead enable daily workflow summary emails.

Send workflow summary emails

Group a user's open assignments into a daily or weekly summary email.

You can group a user's open assignments into a workflow summary email, which is sent on the days of the week that you select.

  1. Go to the Settings tab on the Workflow page.
  2. Enable the workflow summary email option and select the days of the week for delivery.
    A summary email is sent to users who have outstanding workflow assignments on the selected days. The summary email details any outstanding workflow assignments that were generated from a Form step in a workflow. The subject indicates how many items require attention, and the body lists the open assignments by workflow, version, and step.
Tip: If you have enabled the option to send workflow summary emails, you can optionally choose to disable the email notification option on Form activities in workflows to reduce the number of notifications a user receives.
Note: Emails sent as part of Email Notification workflow steps are not included in workflow summary emails and will continue to be sent separately.