Creating Custom Modes of Notification with Notification Flows

Overview

In Decisions, Designers can create a Notification Flow that is used to deliver custom notification alerts. Once a Notification Flow is created, it is added as a Notification Mode when configuring notifications for a folder in Decisions. The custom Notification Mode can perform similar functions to an email or popup alert. 

Example

This example will cover how to create a Notification Flow that adds a comment to a folder when a document is added and how to create a notification that uses the Notification Flow as a Notification Mode. 

In the Designer Studio, navigate to System > Administration > Notifications > Notification Flows. Select the Add Processing Flow button from the bottom Action Bar in the Notification Flows folder. In the Create Notification Flow window, provide a Name for the Notification Flow and click Create. This Flow will be built to attach a comment to a folder.

In the Flow Designer, connect the Done path from the Start step to the End step if they are not already connected. Hover over the connected line and click the plus icon when it appears. In the Step Catalog window, navigate to Integrations > All Integrations > Internal Services and select Comment, then click Add to insert the step into the Flow.

The AddComment step is used to configure where the comment should be added (entityid) and what information the comment should contain (comment). Select the AddComment step so that the Properties for this step appear on the right side. Select the Edit Input Mappings (2) button from the top of the Properties panel. 

On the right side of the Input Mapping window, use the blue Ignore button to change the comment input mapping type to Build Data, then change the entityid input mapping type to Constant. 

On the left side of the Input Mapping window, expand the Notification Message input and map Subject to Comment Name by dragging the cursor from one box to the other. Map Text to Comment Description using the same method.

In the text box that appears for entityid under Specified Data due to the Constant mapping type, paste the Folder ID of the folder where the Notification will be applied. Click OK when the mapping is in place, then save and close the Flow once complete.

Back in the Designer Studio, find the folder with which the Folder ID was used. Right-click the folder name to open the Action Menu, then navigate to Add > Setup > Notification To Me. The other Notification option can be used to configure multiple accounts or groups to receive the notification as well.

When the Add Notification To Me window appears, use the dropdown to change the Notification Type to Document Created. The Is Enabled button can be left checked, then check Flow in the Notification Modes list. Under the Notification Flows section, check the Pre-Processing Flow box so the Flow selector appears. Choose the option to Pick, then select the Test Processing Flow from the list, select Pick again and Add Notification.

Now open the Action Menu of the same folder again and navigate to Add > Entity > Document. Upload a sample document and give a Title and Description to it as well, then select Add Document.

Notice that the document has been added to the Folder where the Folder ID was used as entityid in the Notification Flow. The comment that was configured will also appear in this list and if it is the selected line item, the details that were added to the upload appear in the panel on the right.