Event-Based Alert
Last updated
Last updated
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To understand how this provision works in case of Event-Based Alerts, let’s consider that the user wants to create an alert notification to be shown when the value of a ‘Subject’ field of the case record changes. And later, user wants this alert to auto-dismiss once the case is resolved.
Navigate to Advanced Settings --> Settings --> Process --> New Process.
Select category as ‘Workflow’ and choose the Entity --> Click on OK.
Go to ‘Record fields change’ --> Select the field ‘Subject’ from the list.
Create a notification request record to create an alert.
Select ‘Notification Request’.
Click on ‘Set Properties’.
Perform the dynamic field selection as required.
To display alert on the case record, set the ‘Notification Associated With’ as shown below:
After creating an alert, now add a ‘Wait’ condition which will wait till the case is resolved.
Let’s further configure the condition.
To auto-dismiss the alert once the case is resolved, select the row and add a new step as shown below:
Select the below assembly from the list for auto dismissing the alert notification.
Click on ‘Set Properties’.
Select the below option from the list for ‘Look for’ field. This is a first step description that was added to create a notification request record.
Click on ‘Add’.
Click on ‘OK’.
Click on ‘Save and Close’.
Next, activate the workflow.
Navigate back to Case --> Open a case record --> Change the value of the field ‘Subject’.
Change the subject from ‘Delivery’ to ‘Query’.
Click on ‘Save’.
Once saved successfully, an alert will be shown as a Dialog on the case record. It will continue showing up until the case is resolved.
Now, let’s mark this case record as resolved.
Once the case is resolved, the alert is dismissed automatically.
For any queries, reach out to us at crm@inogic.com
