Notify an employee in the notification panel using a business process

Example 

Create the following business process: display a notification in the notification panel to an employee that was added to the list of participants in an activity. 

Business process diagram elements: 

1. Incoming signal that adds an activity participant: when a new participant is added to the activity, activate the signal and start the business process. 

2. Add data: create a notification in the "Notification" object to the participant. 

    

To do this: 

1. Place the Signal element of the Initial events group on the diagram and call it "Participant added". Activate the element when a contact is added to the Participants expanded list of an activity. 
2. Set up the signal parameters (Fig. 1): 
3. Set "Activity participant" in the Object parameter. 
4. Select "Record added" in the Which event should trigger the signal parameter. 
5. Set "Participant = current contact" in the The added record must meet filter conditions area. 

Fig. 1 Signal element 

3. Place an Add data element of the System actions group between the Signal and Terminate elements and call it "Add notification." 
4. Set up the element parameters (Fig. 2): 
5. Select "Notification" in the Which object to add data to? parameter. 
6. Select "One record" in the What is the data adding mode? parameter. 
7. Click Add field in the Which column values to set? parameter. This opens a window. 
8. Select "Created by," "IsRead," "NotificationType," "Object," "Source," "Time," "Title," "To," and "Unique caption Id" columns → Save. 
9. Set Created by to Lookup value → Supervisor. 
10. Set IsRead to Boolean value → "False." 
11. Set NotificationType to Lookup value → "Notification." 
12. Set Object to Lookup value → "Activity." 
13. Set Source to Lookup value → "Created by." 
14. Set Time to Date and time → "Current date and time." 
15. Set Title to "You were added as a participant to an activity." 
16. Set To to "Current user contact." 
17. Set Unique caption Id to Process parameter → Participant added → "Unique identifier of record." 

Fig. 2 Add data element 

5. Save the business process. 

As a result of the business process, every time a user contact is added as a participant to an activity, they will receive the corresponding message to the System messages sidebar of the notification panel.