Post Notification Configuration
With the Post feature, you can create and deliver custom post messages to users by tagging them directly from the CRM record form.
Follow the below steps to enable the post feature:
Go to Advanced Settings -> Activity Feeds Configuration.
Select “Post Configurations” in the system view.
Select your desired entity to enable the post feature for that specific entity. Here we will select the ‘Contact’ entity.
Note:
You can also enable the post feature for custom entities.
To activate the post feature for the contact entity, click on 'Activate'.
Once you have successfully enabled the post feature for the Contact entity, visit - https://make.powerapps.com to add the post section to the timeline of the contact record form.
Make sure you are using the same CRM instance in PowerApps that you are using in your CRM.
CRM:
Powerapps:
Go to ‘Tables’.
Select ‘Contact’.
Select ‘Forms’.
Select main ‘Contact’ form.
Select the ‘Timeline’ section.
Select ‘Posts’.
Under the posts section, choose ‘Enable User Posts’.
Click ‘Save and Publish’ to publish changes.
Once you have successfully configured the post-notification feature for your desired entity, you need to set up a workflow in CRM to trigger post-notifications for your specific needs.
For example, here we will create a workflow for triggering post notifications when a single user is tagged with a custom post message on the timeline of the contact record form.
Follow the steps below to configure the workflow:
Navigate to Advanced Settings -> Processes.
Click on ‘New’.
Process Name: Enter a desired process name.
Category: Select ‘Workflow’.
Entity: Select ‘Post’.
Click ‘OK’.
Click on ‘Add Step’ and select ‘Create Record’.
Select ‘Notification Request’.
Click on ‘Set Properties’.
Fill in the following details:
Name: Enter a Desired Name.
Pop Up: Set it to ‘Yes’.
Form Notification: Set it to ‘Yes’.
Is Dismissible: Set it to ‘Yes’.
Display As: Set it to ‘Dialog’.
Alert Level: Set it to ‘Information’.
Note: Post feature gives priority to text in the Message Rich Text field. For example, if a user has added text to the message text, message rich text, and post sections on timeline, then while sending the notification to the user, first priority will be given to the text in the Message Rich Text field.
Select ‘Regarding (Contact)’ and ‘Contact’ from the ‘Look for’ field.
Click on ‘Add’ button and then ‘OK’ to add it to the Regarding field.
Select ‘Regarding (Contact)’ from the ‘Look for’ field.
Select ‘Record URL (Dynamic)’.
Click on the ‘Add’ button and then ‘OK’ to add it to the ‘Notification Associated With’ field.
Now to fill out the ‘Current Record URL’ field, go to the Look for field and select ‘Post’ entity.
And then select ‘Record URL (Dynamic)’.
Click on the ‘Add’ button and then ‘OK’ to add selected options in the ‘Current Record Url’ field.
Note: Current Record URL field is a unique field only for post-notification workflow.
Click on ‘Save and Close’.
Now Save and Activate the workflow.
You can see the result of the above configuration here.
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