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:
Incoming signal that adds an activity participant: when a new participant is added to the activity, activate the signal and start the business process.
Add data: create a notification in the "Notification" object to the participant.
To do this:
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.
Set up the signal parameters (Fig. 1):
Set "Activity participant" in the Object parameter.
Select "Record added" in the Which event should trigger the signal parameter.
Set "Participant = current contact" in the The added record must meet filter conditions area.
Fig. 1 Signal element
Place an Add data element of the System actions group between the Signal and Terminate elements and call it "Add notification."
Set up the element parameters (Fig. 2):
Select "Notification" in the Which object to add data to? parameter.
Select "One record" in the What is the data adding mode? parameter.
ClickAdd field in the Which column values to set? parameter. This opens a window.
SetNotificationType to Lookup value → "Notification."
SetObject to Lookup value → "Activity."
SetSource to Lookup value → "Created by."
SetTime to Date and time → "Current date and time."
SetTitle to "You were added as a participant to an activity."
SetTo to "Current user contact."
SetUnique caption Id to Process parameter → Participant added → "Unique identifier of record."
Fig. 2 Add data element
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.
I enabled Approvals in the case section and added Approval in the business process. The problem is that counter is not increased in the notification panel but approval itself is shown in the "Approval notification".
We are also facing the same issue. Ours is not a custom code, all we do is create an approval task via business process. While the approval task is seen in notification center, the counter does not get increased.
Please advise
Test process creates an approval task for current user
After process is triggered, task appears for current user, but no badge or counter is seen as highlighted in yellow.
We have set an approval for our invoices. Our users get a notification to approve or reject an invoice. While using the notification center we noticed that the notifications are quite limited in information.
Question: How do we show more info in the notifications like contact name or invoice amount?
First of all you will need to create a custom container that could contain all the needed information (this should be added to the replaced VisaNotificationsSchema view model and the example below is for cases):
Then you will need to control the visibility of this container based on which schema does the visa notification represent:
getContentSchema: function(){
var entityName =this.get("SchemaName");if(entityName=="Case"){returntrue;}else{returnfalse;}},
And finally the most difficult task is to populate needed fields with proper values. The problem here is that the table that is called upon displaying visa notifications is "UsrCaseVisa" and it doesn't contain information on case contact or account and so on so you will need to create some additional logic that will also get data from the case that is related to the visa.