Notification Channels & Templates

Notification Channels

Each rule has a Notification Channels child table (Reminder Channel rows). If you leave the table empty, the engine defaults to sending both Email and System notifications.

Channel Types

ChannelHow it Delivers
EmailSends an email to the resolved approver’s email address via your Frappe email outbox.
SystemCreates a Frappe System Notification (the bell icon in the top bar). The recipient sees it the next time they log in, even if they missed the email.

You can add both channels to a single rule — the approver receives an email and a system notification for each reminder.

Email Templates

The reminder message is built from a Frappe Email Template. The template has access to the document’s fields via Jinja2 templating.

Template Priority

  1. The Reminder Template set on the specific rule (highest priority)
  2. The Default Reminder Template set in Approval Reminder Settings
  3. A built-in plain-text default (lowest priority)

Available Template Variables

Inside your Email Template, you can reference:

  • {{ doc.name }} — The document name/ID
  • {{ doc.doctype }} — The DocType
  • {{ doc.workflow_state }} — Current workflow state
  • {{ doc.owner }} — Who created the document
  • {{ doc.modified }} — Last modification date
  • Any other field on the document (e.g., {{ doc.grand_total }} for Purchase Orders)

Creating a Template

  1. Go to Settings > Email Template > New
  2. Name it (e.g., “Purchase Order Approval Reminder”)
  3. Set the Subject (e.g., “Action Required: {{ doc.name }} is awaiting your approval”)
  4. Set the Body using Jinja2 variables
  5. Link it to your rule’s Reminder Template field

Was this article helpful?