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How to configure flows that generate automatic notification messages

Summary

When you want to configure your flow to automatically send notification messages about assignments, connect a notify shape to the assignment. A notify shape identifies a notify activity.

If you want to:

Suggested Approach

To add a Notify shape to a flow, complete the following steps:

  1. Drag the Notify flow shape from the shape panel onto your flow and connect it to the assignment.
  2. In the Notify Properties pane in the left frame, enter a descriptive name for the task/shape. For example, “NotifyAboutAssignment.”
  3. In the Rule field, enter or select the name of a notify activity. To use one of the standard notify activities, you must type in the name. For information about these activities, see “Correspondence Reference.”
  4. Click Apply. Fields for the input parameters of the activity you selected appear in the Properties panel. Here's the Notify Parameters panel when the Work-.NotifyAssignee activity is specified.
  5. Provide values for the activity's input parameters. CorrName is always required because you have to specify what to send. Note that you can create a new correspondence rule by entering the name and clicking the pencil icon. Process Commander then displays the New dialog for the correspondence rule.
  6. Click Apply.
  7. Save the flow.
  8. Create a work object to test your configuration. When the work object reaches the assignment with the notify shape, click the attachments icon. In the History/Attachments window, expand the Attachments section and verify that the notify message was generated:
Pega Platform 7.1.1 - 8.3.1 Business Architect System Architect Case Management
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