2087863 - Email Notifications: Notification Controls - BizX Platform

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2087863 - Email Notifications: Notification Controls - BizX Platform


  • How can I control who receives email notifications?


  • BizX Platform


  • As of b1207, you have more control over certain types of email notifications.  You can set emails to be sent only to certain roles (example: Employee, Manager, Matrix Manager), and can customize the settings by each form and goal template.
  • Note: Although this enhancement is universal, no changes are made to your email settings unless you update them.  To do so, go to Admin Tools > Company Settings> Email Notification Template Settings.
  • Choose the email template to be updated, then click the new link Customize Settings for Form Templates. 


  • A pop-up screen appears with each active form template listed.  Click whether to Enable notifications for each template, whether emails are sent at specific intervals, and which roles should receive them.


  • Email templates which allow this level of customization include:
  • For Documents: Creation, Routing, Reject, Forward and Completion notifications
  • For Goals: Creation, Deletion and Modification notifications
  • For Reports: Failure, Warning and Success notifications


KBA , sf email notifications , LOD-SF-PLT , Foundational Capabilities & Tools , How To


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