Creating Custom Modes of Notification with Notification Flows
  • 21 Mar 2022
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Creating Custom Modes of Notification with Notification Flows

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Article Summary

Overview

Users can create a Notification Flow to deliver custom notification alerts. Once a Notification Flow is created, it is added as a Notification Mode when configuring Notifications for a Folder and can perform similar functions to an Email or PopUp alert. 


Example

The following example demonstrates how to create a Notification Flow that adds a comment to a Designer Project when a document is added and how to create a notification that uses the Notification Flow as a Notification Mode.

  1. In the Designer Studio, right-click on a Designer Project and navigate to Manage > Get Designer Folder ID. Click Copy Text and click DONE.
  2. Navigate to System > Administration > Notifications > Notification Flows. Click ADD PROCESSING FLOW.
  3. In the Create Notification Flow window, provide a Name for the Notification Flow then click CREATE.
  4. In the Toolbox panel, navigate to INTEGRATION > INTERNAL SERVICES. Drag an AddComment step between the Start step and End step. the Flow. On the Properties panel, click Edit Input Mappings.
  5. Set the comment field mapping to Build Data. Expand Notification Message and map the Subject Field to Comment Name and Text to Comment Description.
  6.  and the entityid field to Constant mapping. Click OK.
  7. Set the entityid field to Constant mapping and paste in the Folder ID. Click Save to save changes and close the Flow.
  8. From the Designer Studio, navigate to the Designer Project that is associated with the Folder ID used in the Processing Flow.
  9. Right-click the Designer Project and select Add > Setup > Notification To Me.
  10. Under NOTIFICATION INFORMATION, from the Notification Type dropdown, select Document Created.
  11. Select Flow under Notification Modes and check the Pre-Processing Flow box. Click PICK OR CREATE PRE-PROCESSING FLOW.
  12. Click PICK and choose the created Notification Flow. Click PICK.
  13. Click ADD NOTIFICATION.
  14. Right-click the same Folder and navigate to Add > Entity > Document.
  15. Enter a Title and Description. Click CHOOSE FILE and add a document. Click ADD DOCUMENT.

  16. After the document is added, the comment that was configured will also appear in the list.


For further information on Flows, visit the Decisions Forum.

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