2087864 - Email Notifications: Step Exit Notification - BizX Platform

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2087864 - Email Notifications: Step Exit Notification - BizX Platform


  • How to enable or disable step exit notifications


  • BizX Platform


  • Enabled from Admin Tools > Email Notifications.
  • You can disable if for a specific template while leaving it on for all others. Admin Tools > Performance > Manage Templates > select a template > Disable Step Exit Notification (this is not recommended as users lose insight into the form moving, especially when forms are autorouted)


Disable Step Exit Notification

Specifies that PerformanceManager no longer sends an email notification informing users that the form is moving from one workflow stage to another.

By default, if you set your company settings to include receiving email notifications for system events, your users will receive an email notification whenever a form moves to a different stage.

When you select this option, you're turning off the email notification for this form only.

Change timing

Immediate, including existing forms.

Applies to

PM  360  Comp’    PM Note


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


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