Business Process Designer > Sequence diagrams > Steps / Notification

Notification

clip0042 Notifications are a handy tool to inform participants about process events. Place the Notification step in those parts of the process diagram where important events occur. For instance, after one of the process participants signs a document. A sales rep concludes an agreement with a customer, and a notification is used to keep his or her manager informed. Employees can view notifications in the Activity Stream.

To go to the step’s settings window, hover the mouse over the step number and click on the gear icon.

General Tab

Noti1

  • Name* – enter the text that will be displayed on the process diagram.
  • Message subject* – create a short and informative subject that would provide the key information right away. The subject is used as the message header in the activity stream. If you wish, you may add context variables to the text. To do this, click on the {+} icon in the right corner of the field.
  • Message text – in this field you can specify the detailed information that the employee needs to know. For example, using context variables, you can insert a participant's comment here. To add a variable, click on the {+} icon in the right corner of the field.
  • Author – select a user who will be specified as an author of the notification.
    • Current user - if you choose this option, an employee who performed any preceding activity will be specified as an author of the notification. For example, if there is a task that is completed before the notification, then its executor will be the author.
    • Context variable - you can determine the author of the notification with the "User" type variable from the process context.
    • System- the system will be the author of the notifications.
  • Associated object – determine which stream will store the notifications.
    • Current process – notifications are saved in the stream associated with the process instance.
    • Context variable – this option allows you to select a variable that refers to a specific object, for example, an app. Notifications will be saved to the stream associated with this object. If this variable is not determined during the process, notifications will be displayed in the process stream.

Noti2

Regardless of the option, you select, the recipient will also see the notification in their Activity stream.

Note that depending on the process general settings, an associated business process stream or an App or File stream will be displayed the pages of tasks and process instances (in the Assigned by me tab).

Recipients Tab

Noti3

On the Recipients tab, you can specify all employees who should be informed about the process event.

To add recipients, click the Add button and start typing the position, department, group or username.

Noti4