Contents x
- Getting Started with Steps
- Annotation
- Communication
- Dashboard Management
- Create Tile Data Updated
- Events
- Are Events Being Broadcast Step
- Restart Event Broadcast Step
- Send Refresh Steps Overview
- Send Folder And Tree Change Event Step
- Send Folder And Tree Change Event For Group Step
- Send Folder And Tree Change Event For User Step
- Send Folder And Tree Change Event With Params Step
- Send Folder Change Event Step
- Send Folder Change Event For Current User Session Step
- Send Folder Change Event For Group Step
- Send Folder Change Event For User Step
- Send Folder Change Event For User Session Step
- Send Folder Changed Event For Current Folder Step
- Send Refresh Report By Folder And Key Event Step
- Send Refresh Report By Folder And Key Event For User
- Send Refresh Report By Folder And Key Event For Group
- Send Refresh Report By Folder Event For User
- Send Refresh Report By Folder Event For Group
- Send Refresh Report By Folder Event
- Send Refresh Report By Key Event
- Send Refresh Report By Key Event For User
- Send Refresh Report By Key Event For Group
- Create Tile Return
- Get Page Variable Step
- Set Page Variable Step
- Data
- Compare Two Objects
- Advanced
- Objects Are Equal
- BPMN
- Create Data
- Data Pair
- Object is Null
- Dates
- Add Days Steps
- Add Hours From Now Steps
- Add Mins From Now Step
- Add Minutes Step
- Add Months Step
- Add Time Span Step
- Add Seconds From Now Step
- Add Years Step
- Compute Business Time Step
- Compute Business Time For Location Step
- Convert Date From Timezone Step
- Convert From Server Time To Time Zone
- Convert From Server Time To UTC
- Convert from UTC to Server Time
- Convert From UTC To Timezone
- From Unix Time Step
- Get Current Date Steps
- Get Current User Time Zone Id
- Get Date Time String With Current User Culture
- Get Date Without Time
- Get Day of Week
- Get Day of Year
- Get Difference In
- Get Business Days Between Dates For Location Step
- Get Formatted Date Step
- Get Formatted Time Span
- Get Long Time String
- Get Next Month Start/End Date
- Get Previous Month Start/End Date
- Get Short Date
- Get Time of Day
- Get Timespan Average
- Get Time Span Between
- Get Time Without Date Step
- Get System Time Zones
- Get Week of Year
- Get Week of Year by Calendar Type
- Greater Than Date Steps
- Greater Than Or Equal To (Date) Step
- Get Long Date String Step
- Get Long Time String Step
- In Timespan
- Is Between
- Is Date and Time Between
- Is Now Between Step
- Is Same Day Step
- Less Than Date Steps
- Parse Date Step
- Parse Date With Current User Culture
- Parse Date With Format Step
- Set Time On Date Step
- Set Date On Date Time Step
- Subtract Timespan Step
- Timespan is Between
- Timespan Is Greater Than
- Timespan Is Less Than
- To Unix Time Step
- Get Objects of Type
- Documents
- Set Value
- Encryption and Hashing
- Excel & CSV
- Convert Dynamic Data Rows to CSV
- Adding Header/Footer to Excel Documents
- Add Work Sheet
- Convert CSV to Excel
- Convert Excel or CSV to Dynamic Data Rows
- Convert Excel to CSV
- Create New Excel File
- CSV Row Iterator Updated
- CSV To List Mapping Step
- CSV To Object Mapping Step
- CSV To Database Mapping
- Delete Row
- Draw Excel Borders
- Export Entities to CSV
- For Each Excel Or CSV Row Step
- Get Boolean Value
- Get DateTime Value
- Get Excel Row
- Get Line Count
- Get Row as Array
- Get Value
- Get Value in CSV Row
- Get Formula Value
- Get Numeric Value
- Get Worksheet Count
- Get Worksheet Index From Name
- Get Worksheet Name From Index
- Import Excel or CSV
- Import Excel or CSV by Column Names
- Import Excel or CSV (Runtime Mappings) Step
- Import Fixed Position
- Insert Row
- List to CSV Mapping
- Lock and Unlock Excel File
- Replace Row
- Replace Value in Column
- Remove Headers/Footers From Excel Document
- Remove Worksheet By Name
- Remove Worksheet by Index
- Run Flow For CSV Step
- Set Excel & CSV Steps
- Supply Default for Column
- Split Excel Column
- Update File with Data
- Financial
- Generator
- JSON
- Decode JWT
- Create JSON from Data
- Does Property Exist In JSON
- Get Json Schema
- Get Data Pairs For JSON Object Properties
- Get Array From JSON By Name
- Get Value from JSON by Name
- JSON Serialization
- JSON Deserialization Updated
- JSON to Dynamic
- Test Json Is Valid
- Get Path Named Data Pairs For Json
- Get Json Path From Value
- List
- Filter List Step
- Dynamic Rows
- Create List Builder
- Add Item/Items to List
- Collection Sort Step
- Collection Filter Steps
- Evaluate All In List
- Evaluate Any In List
- Find First in List
- Find Last in List
- Get Item by Index
- Is List Empty
- Join Types in Mapping Step
- List Mapping Step Updated
- Remove Item from List
- Remove Item by Index
- Remove Null Item From List
- Reverse List
- Sort Array
- Index of Item in List
- Update Item in List by Index
- MS Word
- Adding Header/Footer to Word Documents
- Appending Word Documents
- Add Image To Word Document
- Combine Multiple Word Documents Step
- Convert Powerpoint To PDF Step
- Get Document Bookmarks Step
- Get Text From Document Bookmark
- Get Rich Text From Word Document Step
- HTML to Word Document Step
- Lock and Unlock Word File
- Match Word Doc Paper Size
- Print Excel Sheet To Pdf Step
- Recognize Bar/QR Codes From Image Data Step
- Recognize Bar/QR Codes From Word Doc Step
- Recognize Text From Word Doc Step
- Remove Headers and Footers From Word Document Step
- Replace Bookmarks With Text (Dynamic)
- Replace Text in a Word Document
- Resize Word Doc
- Set Checkbox Field In Word Doc
- Set Checkbox Fields In Word Doc
- Numbers
- Double
- Format
- Absolute Value
- Add
- Average
- Equals Without Decimal
- Equals (Number)
- Evaluate Expressions
- Evaluate Dynamic Expression
- Evaluate Dynamic Expression As Rule
- Expand By Exponent
- Divide
- Get Numbers From String Step
- Get Random Int
- Get Random Int With Min Max Step
- Greater Than Number Steps
- Is Even Step
- Less Than Number Steps
- Max
- Min
- Mod Step
- Number Ranges Step
- Parse Number
- Parse Number Without Cleaning
- POW Step
- Multiply
- Round
- Subtract
- Sum
- Object
- PDF
- Adding Background Image to a PDF
- Add Image to PDF
- Add PDF Header and Footer
- Add Watermark Text to PDF
- Combine PDF Files
- Convert Image to PDF
- Convert PDF To Tiff Image
- Convert TIFF Image to PDF
- Convert PDF to PCL Step
- Delete Pages From PDF
- Get Text From PDF Step
- Get and Set PDF Form Fields
- Get PDF Colored Page Count
- Get PDF Page Count
- HTML to PDF
- Make PDF Document Read Only
- Merge PDF Documents
- Recognize Text From PDF Step
- Remove Password from PDF
- Set PDF Password
- Set PDF Form Fields Dynamic
- Split PDF Steps
- Recognize Bar/QR Codes From PDF
- Convert PDF to PNG Images
- Optimize PDF File
- QR & Barcodes
- Rules
- Text
- String Builder Steps
- Append HTML Line Steps
- Append HTML Lines
- Base 64 Decode Step
- Base 64 Encode Step
- Base 64 Url Encode Step
- Base 64 Url Decode Step
- Break String List into Sub Lists
- Capitalize
- Character Is Letter
- Character Is Numeric
- Character Is Symbol
- Characters Are Letters
- Characters Are Numeric
- Characters Are Symbol
- Compares Two Text Items
- Convert Base 64 String To Bytes
- Convert Bytes To Base 64 String
- Custom Merge [NVelocity]
- Create Link Step
- Create Text Merge Step
- Create String Builder File Based
- Extract Text From Text
- Format Text Step
- Get All Matching String In String
- Get Distinct List Of Strings
- Get Longest Matching String In String
- Count Instances of String in String
- Get Numbers From String
- Get Shortest Matching String in String
- Get String from Bytes and Bytes from String
- Get String From Unicode Bytes
- Get String From UTF
- Hash String With SHA 256
- Hash String With SHA 512
- Get String From ISO 8559 Bytes
- Get String From Windows 1255 Bytes
- Get Bytes From Windows 1255 String
- Get Bytes From String With Encoding
- Get Bytes From ISO 8559 String
- Get Guid From String
- Get String Length
- Get String From Bytes With Encoding
- Get Unicode Bytes From String
- Get UTF 8 Bytes From String
- Html To Ascii Step
- Html To Ascii With Options Step
- Index Of Text Within Text
- Is Empty
- Is HTML Empty
- Is Not Empty
- Is Character Equal Step
- Join Strings
- Join String with Special Character
- Join Strings Without Separator
- Length Steps
- List Concat Step
- Longer Than
- Lower Case
- Merge To HTML
- Merge String List by Line step
- Merge To Plain String
- Pad String to Left/Right
- Regular Expression Steps
- Regex Replace Step
- Remove Chars From Start
- Remove Spaces
- Remove String Steps
- Replace Text
- Rtf To HTML
- String Does Not End With Any or Start With Any Steps
- Sort Strings
- Sign String With SHA256
- String Ends With and String Starts With Steps
- String Ends With Any and Starts With Any In List Steps
- String Contains
- String Equals Steps
- String List Contains
- String List Contains Any
- String List Contains All
- String List Contains At Position
- String List Contains # Of
- String List Does Not Contain Steps
- Split String
- Split Camel Case
- Split String By Character Positions
- Split String by New Line
- String In List Steps
- String Match Step
- Strip Characters
- Strip Special Characters (New Line)
- Strip Non Ascii Characters from String
- Substring
- Text Equals at Position
- TextA Alphabetically Comes Before TextB
- Translate Text
- Trim String
- Upper Case
- Value List
- XML
- XSD
- Database
- Attach Extension To Entity
- Connection String
- Batch Insert Entities Step
- Leasing
- Transaction
- Batch Insert Entities (auto queue) Step
- Batch Insert Entities (save pending) Step
- Delete All of Type Steps
- Delete Entity
- Delete and Clear Entity
- Delete Entities
- Fetch Entities Step
- Get Changed Fields
- Get Count
- Get Field Names
- Get Sample File
- Hide Entity
- Import From CSV
- Is Changed
- Is Field Changed
- Is Valid
- Is Change Tracking Entity
- Move Entity
- Rename Entity
- Save Entities
- Set Entity Description
- Set Entity State
- Unhide Entity
- Update Entities
- Update Entity
- Designer Entities
- File Management
- Append Text File Steps
- Compression
- Create, Move and Delete File Steps
- Count Lines in File steps
- Directory Steps
- File Exists
- Open Fast File Writer
- Close Fast File Writer
- Write Line
- Find Files
- Fix File Line Break
- Get Temp Path
- Get Last Write Time
- List Files in Directories
- List Files in Directory By Extension
- List Sub Directories
- Load File
- Load All Files
- Load All Files with Extension
- Load and Delete File
- Load and Move File
- Load and Rename File
- Load From File Data
- Load From Path
- Read Text File Steps
- Read All Lines from Text File
- Rename Directory
- List Sub Directories
- Network Steps
- Advanced ZIP Step
- Run Command Line Program On File
- Rename File
- Match File
- Touch File
- Flow Management
- Form Rules
- Clear All Validations
- Clear File Upload Control Value
- Clear Multiple Control Validations
- Clear Particular Validation
- Clear Validations
- Disable Control
- Disable Multiple Controls
- Enable Control
- Enable Multiple Controls
- Exit Form
- Hide Control
- Hide Multiple Controls
- Get Control Value
- Get Form Data Value
- Set Control Value
- Set Validations
- Show Control
- Show Multiple Controls
- Integration
- Azure Key Vault
- ActiveMQ
- Salesforce Steps
- Active Directory
- Bulk Insert to [Database Name] Updated
- Amazon AWS
- Integrated Database Steps
- Wait On External System
- Azure Service Bus
- Web Service Steps
- Azure Storage
- Create Azure Blob Container
- Delete Container from Azure Storage
- Delete File from Azure Storage Blob
- Get Azure Storage Blob
- Get Containers From Azure Storage
- Get List Directories Azure Storage Blob
- Get List Files Azure Storage Blob
- Move File from Azure Storage Blob
- Upload Azure Storage Blob
- Upload with Directory Azure Storage Blob
- Box
- Database
- DocuSign
- Dropbox
- Entity Framework
- FHIR
- Google Drive
- Google Cloud
- HTTP
- ICAL
- Internal Services
- MSMQ
- Okta
- Activate User
- Add User To Group
- Create Group
- Create User
- Deactivate User
- Expire User Password
- Get All Deprovisioned Users
- Get All Groups
- Get All Users
- Get Custom Attribute From User
- Get Group By Id
- Get Group By Name
- Get Groups For User
- Get Groups To Sync
- Get Sync Group Flow Id
- Get Sync User Flow Id
- Get User By Id
- Get User By Username
- Get Users In Group
- Remove User From Group
- Reset User Password
- Should Sync Okta Group
- Should Sync Okta User
- Suspend User
- Unlock User
- Unsuspend User
- Update Group
- Update User
- Project Conversion
- Python
- QR Codes
- R
- RABBITMQ
- Slack Messenger
- SFTP/FTP
- TruBot
- TruCap+
- Twilio
- USPS
- Internal
- HL7 Module
- PGP Steps
- Message Queues
- Process
- Add Comment
- Add Expected State
- Add File References To Folder
- Add File References To Process
- Attach To Folder
- Add File
- Cancel Process
- Clear Process Assignment Description
- Has Persistence Folder
- Get FileReferences in Folder
- Get State
- Is Complete
- Is Complete With Sub State
- Is Current
- Save Process Data
- Save Sample Data
- Set Process Assignment Description
- Set Percent Complete
- Set Process Name
- Set Process View Page Id
- Set Process Type Name
- Set Process Type Name and Sub Name
- Set State Steps
- Setup Process Folder
- Setup Process Folder And Run Flow
- System
- Run Flows for List Step
- Accounts
- Advanced
- Context Providers
- Client Statistics
- Debugger
- Ended In Exception
- Exit Step On Path
- Force Garbage Collection
- Get Call Stack
- Get Current Step Information
- Get Historical Step Information
- Get Running Time
- Get Outbound Path
- Get Current Step
- Get Number Of Steps
- Get Number Of Sub Contexts
- Get Start and End Time Steps
- Get Number of Exceptions
- List Sub Contexts
- Get Rule Result
- Get Rule Execution Result
- Log Current Flow State
- Reload Flow Tracking Data
- Size Current Data
- Rollback To Step
- Remove Data From Flow
- Import - Export
- Add Extra Entities
- Attach to Module
- Export Folder
- Export Module
- Export Module Into Zip
- Export Module Into Zip File Return Path
- Get All Module Names
- Get Dependencies
- Cancel Import
- Zip Directory For Module
- Get Missing Required Modules
- Export Single Object Step
- Export Module For Entity
- Dont Skip Import Entities
- Dont Skip Import Entity
- Get Current Import Stats
- Get Error Message List
- Get Export Data For Folder
- Get Import Session Entities
- Get Import Session Entities With Issues
- Finish Import And Get Error List
- Finish Import
- Finish Import Async
- Get Export Module For Entity
- Get Export Module Data
- Publish File To Server
- Publish Single Entity To Server
- Publish Module To Server
- Start Import Session
- Get Import Status
- Set Parent Folder Id
- Get Import Validation Issues
- Ignore All Issues
- Has Import Issues
- Get Import Directory
- Is Evaluate Current Import Completed
- Skip Import Entity
- Skip Import Entities
- Skip Import Entities With Same Issue
- Add File Reference To Current Import Session
- Add File Data To Current Import Session
- Export Single Object
- Get Module Zip File For Entity
- Studio
- Clone Designer Project
- Copy Flow
- Generate Report For Folder Id
- Generate Report For Module Name
- Get All Steps In Current Flow
- Get All Steps In Flow
- Get Instance Steps
- Get Database Size
- Get Designer Id From Path And Name
- Get Designer Name From Id
- Get Designer Type From Id
- Get Designer Type Name From Id
- Get Free Disk Space
- Get Free RAM
- Get Framework Version Number
- Get Last SHMBoot Record
- Get License Type
- Get License Expiration Date
- Get Machine Name
- Get Total RAM
- Get Total Disk Space
- Navigate to Folder
- Get Queued Flow Count
- Get Steps In Flow By Group Id
- Get Steps In Current Flow By Group Id
- Get Server Name
- Open Data Structure Editor
- Get Domain Name
- Get Processor Count
- Get SHMUptime
- Get Stored Flow Count
- Get System Uptime
- Get System Usage Data
- Open Designer
- Open Form Designer
- Open Report Designer
- Open Page Designer
- Open Matrix Rule Designer
- Open Text Merge Designer
- Get CPU Percent
- Scheduled Jobs
- Execute Command
- Execute Command Async
- Assignment
- Add Groups On Assignment Role
- Add Users On Assignment Role
- Clear Inbox Count Cache
- Get Accounts For Assignment Role
- Get All Groups And Users For Folder And Role
- Set Users On Assignment Role
- Get Assignment Role For Folder By Name Or Id
- Get My Assignment Count
- Get Groups On Assignment Role
- Set Groups On Assignment Role
- Auditing
- Caching
- Folders
- Testing
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Send Notification To Accounts and Groups
- Updated on 11 Nov 2024
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Article summary
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Step Details | |
Introduced in Version | --- |
Modified in Version | 7.12.0 |
Location | Communication > Notification |
The Send Notification To Accounts and Groups step allows the ability to use a Flow to send one of three types of notifications; SMS, Email, or PopUp; to designated Accounts and/or Groups within the Decisions environment.
Depending on the type selected, such notifications can be received from within or external to the Decisions environment. This step can be useful in providing reminders on important deadlines such as a payment reminder or a due date for a completed form.
Properties
Notify To
The Notify To category provides options for designating who the notification is sent and who receives it.
Property | Description | Data Type |
---|---|---|
Notification | Dictates how the notification is sent; either as an Email, PopUp, or SMS. Selected via dropdown. | --- |
NotifyGroup | Used to map the desired Groups that will receive the notification. Entries are added via ADD NEW. | Group |
NotifyUser | Designates mapped in user Accounts as the recipients of the notification. Selected via dropdown. | Account |
Inputs
Properties | Description | Data Type | |
---|---|---|---|
Subject | Designates the Subject line of the popup. | String | |
Message | Provides the popup with its Body content. | String | |
Entity Id | Attaches an Entity to the popup; selecting the popup message at runtime opens the Action Menu for the specified entity. | String | |
Entity Type Name | Maps in the Entity Type for the Entity defined in Entity Id | String |
Inputs
Property | Description | Data Type |
---|---|---|
Accounts and Groups | Allows the mapping of the notification's recipients in String format. | List of String |
Message | Provides the message content for the notification. | String |
Subject | Dictates the Subject line of the notification. | String |
Outputs
Property | Description | Data Type |
---|---|---|
None | --- | --- |
Related Information
Document Links:
Creating Custom Modes of Notification with Notification Flows
Example Labs:
Triggering an Activity on Initial Assignment
Forum Posts:
How To Change The "From" Address In Notifications
Creating Custom Modes of Notification with Notification Flows
Example Labs:
Triggering an Activity on Initial Assignment
Forum Posts:
How To Change The "From" Address In Notifications
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