User Notifications

Introduction

When designing a process to address a business problem, it's common to focus on the main workflow and exclude specific tools for email notifications to keep the design simple. However, keeping stakeholders informed is crucial. The User Notification plugin solves this issue by automating email notifications without complicating your process flow.

How does it work?

The User Notification plugin allows you to send automated email notifications across all activities in your app. By configuring SMTP settings and customizing email templates, you can ensure consistent and timely notifications for every user task.

  1. Go to App Composer in your app.
  2. Select Set Plugin Default Properties.
  3. Choose User Notification.
  4. Under the SMTP Settings tab, configure your email server.
    Sometimes, using gmail might cause problems such as not being able to send email. In that case, if one still insists in using gmail, they may opt to set up an app generated password  instead of using the gmail password, or swap to using hotmail instead. The Host for hotmail is smtp-mail.outlook.com , the Port is 587 , the Security is TLS .
  5. Go to the Configure User Notification tab
  6. Create a generic email template, which will be used across all activities in your app.
  7. In the Notification Link section, define the assignment link that users will click on at the end of the email message.
  8. To link to your UI Inbox, enter the absolute URL in the URL field and set the Parameter Name to activityId. Choose As URL Request Parameter in the Parameter Passover Method dropdown.
  9. Choose any activities you wish to exclude from task notifications in the final tab.
Note:
The User Notification plugin is designed for all activities in an app and not just for a selected few; only one User Notification plugin can be configured per app. Nevertheless, it is possible for you to manually handle the notification for a specific activity by placing a tool after that activity in your process design and then excluding it from the Activity Exclusion list in the User Notification plugin.

Related documentation

Created by Julieth Last modified by Aadrian on Dec 13, 2024