Sending event notifications from a case

You can send notifications to a user when an event, such as one user following another user, occurs in a case. By defining different types of notifications in your application, you can communicate with users in a format that is specific to their channel.

Ensure that you have at least one notification rule defined in your application.

For more information about the different types of notifications that you can create, see Creating a notification.

The following approach identifies notification recipients at design time, by configuring the Send Notification shape. If you need to identify recipients at run time, you can call the @baseclass.pxNotify activity instead. For more information, see the Activity form for this API.
  1. Add the Send Notification shape to the life cycle of your case.
    1. In the navigation panel of Dev Studio, click Case types, and then click the case type that you want to open.
    2. On the Workflow tab, click Life cycle if Optional actions is selected.
    3. Hover over a process in a stage, and then click +Step > More > Utilities > Send Notification.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
    4. Click Select.
  2. In the Notification name field, press the Down Arrow key, and then select a notification rule that defines a message, enabled channels, and notification recipients.
  3. Click Save.

You can test your changes by setting your notification preferences and creating a case.