Use > Request Fulfillment > Request Fulfillment workflows and user tasks > Send a notification from a request

Send a notification from a request

Security Roles: Requestor, Request Coordinator

You can send a notification to one or more recipients in a particular request phase.

This "Notify" action is available in all request phases. Users who have the “View” right in the “Request” area can run this action.

To send a notification from a request record, follow these steps:

  1. Click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.
  2. Open the request record from which you want to send a notification.
  3. Click More or the More Actions icon, and then click Notify.
  4. Select the date and time to send this notification.
  5. Add one or more recipients to the To text box, or type an assignment group in the Group text box.

  6. Select one of the following notification methods:

    • Mail: Uses the internal Service Manager Mail application (not email).

    • Email: Uses the Service Manager email application.

      If you select Email, you can specify the names of the recipients in the CC and BCC fields as needed. In addition, you can click Attachment > Add Files to add attachments to the email message as needed.

  7. Modify the subject and the message in the notification as needed.

  8. Click Send.

Related topics

Request Fulfillment workflows and user tasks

Example: Search for a record

Create a new request record