Workflow Notification Type

Overview

This document describes the types of notifications sent via Slack Direct Messages (DM) to Workflow requesters, approvers, and executors.

For typical pre-approval Workflows, four types of notifications are sent according to the progress status:

1. Approval request notification

2. Rejection notification

3. Approval completion notification – to the requester

4. Execution available notification

In the case of post-approval (Urgent Mode), the following four types of notifications are sent:

1. Approval request notification

2. Execution available notification

3. Approval completion notification – to the requester

4. Urgent Mode unapproved notification

Approval Request Notification

All five Workflow types (SQL Request, SQL Export Request, DB Access Request, Server Access Request, Access Role Request) are supported.

As soon as the draft is created, a notification is sent to the first-level approver. Once the first-level approval is completed, a notification is sent to the second-level approver. Similarly, when the second-level approval is completed, a notification is sent to the third-level approver.

If there are multiple approvers at any stage, the message is sent to all of them. If any approver has designated a delegate approver, the message is also sent to the delegate. For detailed instructions on setting up delegate approvals, please refer to the Approval Adds-on document.

Depending on the pre-configuration by the QueryPie administrator, approvers who receive the message may approve or reject directly from Slack. For necessary settings, please refer to “Setting up Slack DM” above. Even if there is no action button, the Details button is always included. Clicking this button opens a web browser and displays the QueryPie login page. After successful login, it redirects to the Workflow detail page.

For drafts in post-approval (Urgent Mode), the message will include a notification of this status. Since this is a post-approval request, even if action buttons are enabled, only the Approve button will be displayed.

Rejection Notification

Rejection notifications are supported for all four Workflow types (SQL Request, SQL Export Request, DB Access Request, Server Access Request). If an approver rejects the draft at any stage, a message is sent to the requester immediately. The message includes the rejection reason comment.

No action buttons are included, but the Details button is provided. Clicking this button opens a web browser and displays the QueryPie login page. After successful login, it redirects to the Workflow detail page.

There are no rejection cases for post-approval (Urgent Mode) drafts. Therefore, rejection messages do not exist.

Approval completion notification – to the requester

Approval Completion notifications are supported for all four Workflow types (SQL Request, SQL Export Request, DB Access Request, Server Access Request). When the approval process is fully completed, a message is sent to the requester.

No action buttons are included, but the Details button is provided. Clicking this button opens a web browser and displays the QueryPie login page. After successful login, it redirects to the Workflow detail page.

For post-approval (Urgent Mode) drafts, this message is also sent to the requester once all post-approvals are completed.

Execution Available Notification

This notification is supported for two Workflow types (SQL Request, SQL Export Request).

It alerts approvers when a draft submitted in Urgent Mode has remained unapproved for more than one day. For all such drafts, a notification is sent once each morning to the approvers at the relevant stage.

If there are multiple approvers at any stage, the message is sent to all of them. If any approver has designated a delegate approver, the message is also sent to the delegate. For detailed instructions on setting up delegate approvals, please refer to the Approval Adds-on document on Using Delegate Approval within Request Additional Features.

One message is sent for each unapproved draft. If there are multiple unapproved drafts, multiple messages will be sent. Notifications are sent daily at 10 AM, regardless of business days or holidays.