Notifications
Notifications let you send a message when an event occurs in an app. You can send email notifications from any activity, or a form-based app. You can send Salesforce Chatter, SMS, Yammer, or Microsoft Teams notifications from human task activities. AgilePoint NX has several ways for you to create and maintain email notifications:
- The dedicated Email activity
- Salesforce Chatter activities
- Yammer activities
- Microsoft Teams activities
- Email notifications for any activity
- Microsoft Teams, Salesforce Chatter, SMS, and Yammer notifications for any human task activity
- Email notifications for form-based apps
- Global email notification templates
The exact options vary, depending upon the context, such as the type of activity, but in most cases it works almost the same.
Video: Add an E-mail Activity
Video: Process-Based App
Examples
- (Example) Create a Process-Based App (Modern)
- (Example) Configure an Email Activity (Notify Requester If Requested Hours Not Available)
- (Example) Configure an Email Activity (Notify Requester - On Manager Approval)
- (Example) Configure an Email Activity (Notify Requester - On Manager Rejection)
- (Example) Link to a File from an E-mail
- (Example) Show a Subform in an E-mail Notification
- (Example) Create Zoom Meeting
- Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.