Define Message Recipients

You can define recipients, conditions for recipients, queues, and distribution lists for a message.

Message Section
Action
Required/Optional
Message Recipient Options
Condition
Click the three dots next to the condition text box to define a condition for which users the message is sent to.
If the result of the condition is true, the message is sent to the recipients.
Optional
Recipients List
  1. Click the three dots next to the recipients list text box. Type a body for the message.
  2. Use the Select Type drop-down menu to filter the recipients list.
  3. Select at least one recipient for the message.
  4. Define the recipient's Role and Hierarchy.
    • Direct: Users assigned to the selected role in the current department.
    • X2: Users assigned to the selected role, located one level up in the organization.
    • X3: Users assigned to the selected role, located two levels up in the organization.
    • Top: Users assigned to the selected role, at the top of the organizational structure.
Required
Queue Mode
This option is for messages that are part of a task, and if you selected more than one recipient.
Select a queue mode to distribute the message.
  • Default: The task is sent to all recipients and any recipient can complete the task.
  • Auto Fetch Current User Queue: If one of the users in the queue is the user that completed the previous form, the task is automatically fetched to that user..
  • Load Balancing Queue: The task is sent to the recipient with the least assigned tasks.
  • Broadcast Queue: The task is sent to all recipients and only the recipient that fetches the task can complete the task.
Important: If you select a queue option, you can only select one distribution list.
Optional
Add Distribution List
Select this check box to add an additional distribution list.
Optional