How do I notify team members of a potential action to-do if they are not assigned to the action?
Since a WorkflowGen action can only be assigned to one user at a time, there are options to automatically target the assigned user when sending out a notification. When configuring an additional action notification you can do this by selecting the Action assignee recipient option. No matter which selected event is used when configuring an additional notification, selecting Action assignee will always target the current assigned user.
In some cases an action is not assigned to a specific user but is instead to be handled by a team using the Self-Service assignment method. In this case, even though the action is technically not assigned to a user, WorkflowGen will automatically interpret the Action assignee recipient option to mean all team members, and therefore all team members will receive the email*.
When sending an Automatic: To do email and the action is assigned, the recipient will receive an email with a link to directly launch the action from the email. If the same event (To do) is used when sending an additional notification to a team (with the action not assigned), the team will receive a similar default email, but since the action is not assigned to a user, the link to directly launch the action will not be present.
*The number of users receiving this email will be limited to the number provided in the Maximum number of users to notify setting, under User notification on the Portal tab in the Configuration Panel.