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Posted: November 29, 2018
Last activity: February 7, 2020
Notification framework: How to raise a new Notification
Notification framework:
This framework is aimed to provide end-to-end infrastructure for applications to deal with notifications related capabilities on any channels and to help users stay informed about the important events in the application.
Framework components:
- Notification rule: To capture Notification related data.
- What to send?
- Whom to send?
- Where to send?
- Notification channels
- Web gadget (Pega 7.3) (Bell icon in Case manager portal)
- Email (Pega 7.3)
- Mobile push notifications (Pega 7.3.1)
- Ability to define custom channels
- Different ways to trigger a notification:
- pxNotify API
- Smart shape in flows
- Smart step in Case designer
- User preferences
- Ability for end users to opt in or out for receiving notifications across channels
How to configure and send a new Notification:
Let's say we have a business requirement of sending out Notification to the sales team when a new Lead (case) is created.
- Step 1: Create a new Notification rule in Lead class
- Rule can be created from New --> Process --> Notification
- Primarily there are three important details that need to be captured as part of a Notification rule form
- Message: What is the message that needs to be conveyed
- A field value to ensure localization
- Can be parameterized to ensure content is rich enough to convey event information
- Recipients: Who are the intended users that need to be informed about the event that occurred
- Channels: How to convey the message to the intended users
- Message: What is the message that needs to be conveyed
- Step 2: Raise this notification
- Below options are provided to send the Notification
- Send notification smart shape
- pxNotify API activity
- Send notification step in case designer
- All these options take notification rule name as parameter
- Below options are provided to send the Notification
Hi,
What is meant by pxNotify API here? Is it an Activity rule or like Pega API with a different set of actions?
And where can we find this Notification framework in the Designer studio?