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Create a distribution list
Create a distribution list

Creating distribution lists in Aletiq for automatic distribution tasks in your workflows

Pierre-Marie POCH avatar
Written by Pierre-Marie POCH
Updated over a week ago

Aletiq's distribution lists are a powerful tool for automating the distribution of documents and items in your workflows. They allow you to automatically send notifications and emails to specific groups of users, simplifying the management of business processes. This article takes you through the steps involved in creating and using mailing lists in Aletiq.

⚠️ Only for Administrator roles on Aletiq ⚠️

Creating a Distribution List

  1. Access the Tenant Administration

    1. Connect to your Aletiq account.

    2. Go to the tenant's administration.

  2. Access the Distribution Lists

    1. In the administration menu, select ‘Distribution lists’.

  3. Create a new distribution list

    1. Click on the ‘+ New distribution list’ button.

  4. Give a Name and Description

    1. Enter a name for the mailing list (required).

    2. Add a description (optional) to provide additional information about the list.

  5. Add Users

    1. Add the users you wish to attach to this mailing list. This identifies the people who will receive notifications and emails.

  6. Create the Distribution List

    1. Click on ‘Create’ to finalise the creation of the mailing list.

Managing distribution lists

  • Once created, you can manage your mailing list by :

  • Following it to see associated activities.

  • Deleting it if it is no longer required.

  • Adding or removing users.

  • Modifying its name or description.

Using Distribution Lists in Workflows

Accessing a Workflow

Open the workflow in which you wish to add an automatic distribution task.

Adding a Distribution Task

If the object of your workflow is a document or part revision, add a distribution task.

Configuring the Distribution Task

In the "People to Notify" field, select the distribution list you created in the Aletiq administration space.

Conclusion

Distribution lists in Aletiq are an effective way to manage the automatic distribution of documents and parts in your workflows. By following these simple steps, you can create and manage distribution lists to automate notifications and emails, thereby enhancing the efficiency of your business processes.

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