🌞🏗 Setup deep-dive: Enable templates for custom BP notifications

Read time: 3 minutes

Hey there! Here’s the honest truth…

Our guide on custom BP notification setup was SO jam-packed with knowledge, we had to make some cuts for digestibility’s sake 😅

You being here means you’re a dedicated learner, on a noble quest for knowledge 💪 

How AWESOME. We’re celebrating you! And we hope you take a sec to acknowledge yourself too 🎉 🤗

Now, here’s that deep-dive info you came here for…

How to enable templates for your custom BP notifications

When you create a custom notification, the first input you’ll see is Override Email Template.

Every custom BP notification can be associated with just 1 template.

When you click into this dropdown, the options you see come from these 2 places:

1️⃣ Legacy Email Templates enabled for the usage of “Business Process Email”.

AND

2️⃣ Notification Templates enabled for “Custom Business Process Notifications”.

If no options are available to select, neither 1 nor 2 above are enabled. Here’s how to change that…

Enabling Email Templates for your custom notification

Here’s how to make a legacy Email Template available to select within the “Override Email Template” input on your custom BP notification…

Navigate to the task, “Maintain Email Templates”. Within the “Business Process Email” section, ensure your desired template is set to Active…

Your Email Template will then appear as an option in the dropdown…

If you leave Override Email Template blank, Workday automatically applies the Email Template that’s set to both Active and Default to your custom notification…

Note that when you set an Email Template to both Active and Default, you’ll no longer see it as an option within Override Email Template. This is because it’s automatically applied to the notification, unless you select a different template in the input.

If no Email Template is set to Default, and you leave Override Email Template blank, no template is applied to your notification.

Recall that legacy Email Templates can be applied to both System and Custom BP Notifications*. Meanwhile, fancier Notification Templates created with Workday’s Notification Designer can only be applied to Custom BP Notifications.

*This is a correction to our newsletter sent out on November 13, 2024. We incorrectly stated that Email Templates can only be applied to System BP Notifications. Actually, they can be applied to Custom BP Notifications—but it’s unlikely you’d want to since Notification Designer offers more robust design capabilities ☺️

Enabling Notification Templates for your custom notification

There are 2 steps to make a Notification Template (created with Workday’s Notification Designer) available to select on your custom BP notification…

1. Make sure your template is assigned a Notification Category of Custom Business Process Notifications. You can apply this setting by navigating to the Notification Template within your Drive.

2. Navigate to the task, “Maintain Notification Templates”. Within the “Business Processes” section, ensure your desired template is set to Custom Business Process Notifications in the “Active for Notification Types” input.

Once these 2 setup steps are complete, your Notification Template will appear as a selectable option within your custom BP notification…

There you have it—extra info, complete! ✅

👉 Pssstt… if want to upgrade your template setup knowledge, check out these Well Built guides (~13 minutes of reading, total):

Your step-by-step setup guide to Notification Designer (8 minutes)

Your step-by-step setup guide to Email Templates (5 minutes)

As always, thank you for being a reader!

We’re celebrating you and your pursuit of a Well Built Workday 🥳 

Until next time!

Ceci & Mia

Co-Founders of Well Built Solutions