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Question

RDM users in Approval workflow without email notifications

  • March 29, 2025
  • 1 reply
  • 17 views

Elena Bu
Data Voyager
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Hi All,

I have a question regarding RDM approval workflow. In our project, we have stages Initiator → Review → Publish. We have a customer request to allow RDM_admin users to participate in the approval process (i.e., they must be able to review and publish records) but not receive any email notifications.

We tried removing RDM_admin role from Notifications section, but that didn’t help because this role remains in Workflows section. We can’t remove RDM_admin role from Workflows section, since that would prevent RDM_admin users from reviewing or rejecting records at all, they wouldn’t be able to participate in Approval workflow.

The following settings don’t work, RDM_admin users still receive emails:

Is there a way to keep RDM_admin’s ability to review and publish without receiving emails? Perhaps by checking user’s role or username in the Conditions section, so that Approval workflow gets skipped for certain users?

The documentation for version 15.4 mentions something like meta.username, but when we tried, RDM did not recognize meta.username and threw an error.

here is the related part in the documentation: 

 

Thank you in advance for any guidance!

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1 reply

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Hi ​@Elena Bu 
As far as I know you should not be receiving emails if it isn't configured in any of the workflow steps.
You can have the workflow work without email configuration. That is not a mandatory field and can be left empty.

Keep in mind you also have fields for email templates within the workflow individual steps as well. So ensure that those are also empty (If you don't want emails). Along with the top level, publish reject emails.
I can see in the screenshot it looks like you have emails setup for notifications after the steps completes, possibly for rejects as well I cannot see from the screenshot.
Make sure the RDM_admin is not included in those lists, or it will trigger an email notification for them. 

Also if the any user belongs to multiple roles such as (RDM_admin and RDM_GEO_admin) they will still receive email if they belong to either one.
So for specific users you may also need to keep that in mind when testing, as they might be receiving emails from another group that they could be part of, if configured that that. Example: if you remove RDM_admin from the email list and still receive email, make sure that user doesn't also belong to RDM_GEO_admin

See screenshot below of example where you can find email field within a workflow specific step.

 


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