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, Viva Engage, 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
- Viva Engage activities
- Microsoft Teams activities
- Email notifications for any activity
- Microsoft Teams, Salesforce Chatter, SMS, and Viva Engage 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.