Configure workflow notifications
Use agent tasks to trigger automated actions when a workflow is submitted, accepted, rejected or resubmitted.
This guide is designed for project manager.
Steps
Step 1: Open the workflow notifications step
In the public page creation wizard, navigate to the Workflow notifications step to see all available notification triggers for your project.
Step 2: Review available agent tasks
Browse the list of agent tasks loaded for your project to understand which automations you can attach to workflow events.
Step 3: Assign a task for form submission
Use the task picker next to the "On submit" label to search by task name, description or agent title, then select the task to run whenever a user submits the workflow.
Step 4: Assign a task for approval
Open the picker next to the "On accept" label and choose an agent task that should be triggered automatically when a submission is approved.
Step 5: Assign a task for rejection
From the "On reject" picker, search and select the task that will run when a submission is rejected, such as notifying the requester or logging the outcome.
Step 6: Assign a task for resubmission
Use the "On resubmission" picker to select the agent task that should execute when a previously rejected or updated submission is resubmitted.
Step 7: Clear a previously selected task
If you change your mind, use the clear option on a picker to remove the current task so that no automation runs for that event.
Step 8: Configure document ingestion (optional)
In the Document ingestion section, adjust how supporting documents are handled so that downstream agent tasks receive the right context.
Step 9: Save and continue the wizard
When you are satisfied with your notification settings, proceed to the next step of the public page wizard to continue configuring your workflow.
Related Tasks
Last updated: 2026-06-26