How to Configure a Send Notification Action for Work Plan Automations in OnePlan

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Direct Answer: How to Configure a Send Notification Action for Work Plan Automations in OnePlan

To configure a Send Notification action for Work Plan Automations in OnePlan, open the automation editor, select Add Automation Action, choose Send Notification, configure the recipients (To), Subject, Fields Sent, and Message Body, then select Update to save.

What This Article Covers: Send Notification Action

This article explains how to configure the Send Notification action for Work Plan Automations in OnePlan. Use this action to automatically send an email notification to selected recipients when the automation runs.

What you will accomplish
By the end of this article, you will be able to add and configure a Send Notification action, including recipient selection, notification content, and the work item fields included in the email.

Before You Begin: Send Notification Action

Before you begin, make sure you have:

  • A OnePlan account with Licensed access
  • Contributor or Owner access to the plan
  • A Work Plan Automation trigger already configured

Why This Matters: Send Notification Action

Context: How Send Notification Works in Work Plan Automations

The Send Notification action in OnePlan sends an email to the selected recipients when the automation runs. In Work Plan Automations, the To field supports a Work Field recipient type in addition to the plan-level and team-based options available in Plan Automations, making it easy to notify the users assigned to specific work item fields.

Step-by-Step: Configuring a Send Notification Action in OnePlan

Task: Add the Send Notification Action

  1. In the automation editor, select Add Automation Action.
  2. Choose Send Notification from the dropdown.

The configuration panel opens on the right side of the screen.

Task: Configure Recipients (To)

In the To field, select a recipient type. Options include:

  • Plan Field — Select a plan-level user field.

    28JAN26_Send Notification Action to Plan User Field.png

  • Work Field — Select a work-level user field. Users assigned to that field on the triggering work item receive the notification. This option is unique to Work Plan Automations.

    28JAN26_Send Notification Action to Work User Field.png

  • Shared-With Level — Select one or more Shared With permission levels.

    28JAN26_Send Notification Action to Shared With Levels.png

  • Specific User — Select one or more individual users.

    28JAN26_Send Notification Action to Specific User.png

  • Specific Team — Select one or more resource teams.

    28JAN26_Send Notification Action to Specific Team.png

Task: Configure Notification Content

  1. Subject — Enter the email subject line for the notification.
  2. Fields Sent — Select up to 10 work item fields to include in the notification body. These fields provide context about the work item that triggered the automation.
  3. Message Body — Write the message to include in the notification email.

Send Notification Config.png

Task: Save the Action

  1. Select Update to save the Send Notification action.
  2. When finished configuring the automation, select Save.

Frequently Asked Questions: Send Notification Action

Q: What is the Work Field recipient type in Send Notification for Work Plan Automations in OnePlan?
A: The Work Field recipient type in OnePlan allows you to send a notification to the user stored in a specific work item field (for example, the Assigned To or Reviewed By field). This option is unique to Work Plan Automations and is not available in Plan Automations.

Q: How many fields can I include in a Send Notification action in OnePlan?
A: In OnePlan, you can include up to 10 fields in a single Send Notification action. Choose fields that provide the most relevant context for the notification recipient.

Q: What is the difference between Send Notification and Request Update in Work Plan Automations in OnePlan?
A: Send Notification sends a general email message to configurable recipients. Request Update is specifically designed to prompt assigned resources to update work item fields and does not require recipient selection — it always goes to the work item's assigned resources. Use Send Notification for informational messages and Request Update when you need assignees to actively submit updates.

What to Do Next: Send Notification Action

Add more actions to your automation:

Review the full configuration process:

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