Create a Notification Center Alert Action

Use the Notification Center Alert action to create a workflow that sends a notification to a selected person or group when the conditions that you specify for the workflow are met. You can create these actions for user initiated workflows or scheduled workflows.

To create a notification center alert action:

1. In the Navigation pane, select Settings > Workflow, and then select either User Initiated Workflows or Scheduled Workflows.
2. On the User Initiated Workflows form or Scheduled Workflows form, use the drop-down list in the header field to select the hub or other area, such as employees or billing terms.
3. In the Workflows grid (or Scheduled Workflows grid), select the workflow row (event) to which you want to add the action.
4. In the Actions grid, click Add Action > Notification Center Alert.
5. In the Recipient Options section of the Notification Configuration dialog box, use the Select Attendees From field to refine the list of notification recipients.
   • Users: Select this setting to display a list of users so that you can select one or more of them to receive the notification when the event is triggered.
   • Roles: Select this setting to display a list of security roles so that you can select one or more of them to receive the notification when the event is triggered. All members of the role receive the notification.
   • Employee Fields: Select this setting to display a list of employee fields that are associated with the workflow type so that you can then select one or more of them.

     For example, for the Projects hub, there are Project Manager, Supervisor, Principal, and other key employee fields. DPS duplicates each field with one of the versions being denoted as (Old). This designation allows you to choose either the original (old) project manager or the new project manager for situations when the workflow is being triggered due to a change in project manager assignment. When the event is triggered, the notification is sent to the employees that are associated with the selected fields.

6. To add employees to the notification distribution, click the +TO option. You can enter individual email addresses or send notifications to all users, to all members of a security role, to members of multiple security roles, and so on.
7. In the Message Options section, enter text directly in the Subject field, click Insert Field and use the Insert Field dialog box to select a field code that serves as the subject placeholder, or both. If you insert a field code, it is replaced with the appropriate information from the corresponding record when DPS sends the notification.
8. To enter the text for the notification, enter text directly in the Message field, click Insert Field and use the Insert Field dialog box to select a field code that serves as a placeholder for the body of the notification, or both. If you insert a field code, it is replaced with the appropriate information from the corresponding record when DPS sends the notification.

   To add formatting to any text that you enter, click to open the Text Editor.

9. Optional: To include a link to the associated hub record in the notification, select the Display Subject as Application Link check box.
10. Click Apply on the Notification Configuration dialog box to save the action. The action that you created is now listed in the Actions grid of the User Initiated Workflows form or Scheduled Workflows form.