Adding a Notification
Notifications are ways to have greater interaction with the user, being able to inform what is being done so far, or request some more information or what is necessary for the technician to have of the user. That is up to whoever is building the flow and what is useful to them.
What should I do to get started?
To use notifications, it is necessary to understand that there are two ways to carry out sending: sending messages by e-mail and sending system notifications. To facilitate the construction of a message sending, it is possible to build e-mail and notification templates so that the same message can be used in several flows. To learn how to create a template, learn from our documentation – Building Notification Templates – Building E-mail Templates.
Learn how to configure notifications on the system
Sending Message – E-mail
Sending an e-mail message is an easy way to send a well-structured message to the end-user and can be planned in two ways: one of them is using the e-mail templates as mentioned above, which facilitates the configuration in several flows with the same message, the other way is by writing directly into the system sending a slightly simpler and unique message for that specific moment of the flow;
- To create an e-mail notification, click on "Sending Message - E-mail" in the Activities tab in the left side menu and drag to the drawing screen;
- With a double click, open the message sending properties and access the Recipient tab to configure who will receive the message;
- Recipient Type – Select between Group or User;
- Group – in the case of a group, enter the name of the group you want to be notified of;
- User – in the case of a user, enter the name of the user you want to be notified;
- Expression – Select a system expression you want to be the recipient of;
- Add – Click on add so that the selected recipient is added to the message sending;
- Then in the Message tab, select the e-mail template if there is a template already created, or write a message in the E-mail Text.
Sending System Notification
The sending of system notification has the functionality to send a message within the system so that the internal user can see without having to open the e-mail. It is generally used for quick and simple information, but it can be used in many different ways with large or small information;
- To create a system notification for internal users, it is necessary to select the Notification item in the Extensions tab in the left side menu. When selecting the tool, drag to the drawing screen and connect to the desired activity;
- With a double click, open the message sending properties and access the Recipient tab to configure who will receive the message;
- Then in the Configuration tab, select the notification template that was previously created on the system. Set the Alert deadline, and check if you want to require confirmation or not.