Notifying Reviewers Added to an Activity

In the last post I showed how to create a review activity and add reviewers to the new activity. An issue arises with the notification when a user is added to a review activity. By default reviewers can be notified when a review activity is created in the console and users are added at the time of creation. When Orchestrator is used we create the review activity first – then add the reviewers later.

To overcome this I can create a new workflow and use the stage field for the approval to trigger the change. In my Runbook when I create the review activity I set the stage to Initiate.

After all the reviewers have been added I change the stage to something else (normally Approve). This will be the trigger to my workflow.

For the actual workflow it is just using the out of the box settings as below – instead of triggering on an object create it triggers when the review activity changes status.