Why am I not getting notifications for the actions performed by my delegate?
By default, notifications are not generated for the actions performed by the delegate. However, your admin can configure a workflow rule in Zoho Spend to trigger custom notifications to employees when the delegate approves or rejects expense reports or trips. Here’s how:
- Go to Settings on the left sidebar. (OR)
- Click Settings in the top right corner.
- Select Workflow Rules under Automation.
- Click + New Workflow Rule in the top right corner.
- Provide a Name for your workflow, select the Module, provide a Description, and click Next.
- Select the Workflow Type, select when to trigger the workflow, and click Next.
- Click + New Criteria.
- Select the action to be performed and the employee role for which the custom action must be generated.
- Click + Immediate Actions.
- Select In-App Notifications as the Type and select the Name of the notification.
- Click Save. Now, you will receive in-app notifications when your delegate performs any actions on trips or expense reports.