WorkPoint Automate - Create a notification – Welcome! How can we help?

Article last updated on the 26^th of June, 2024.

The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.

Once the Notification Service has been enabled for a WorkPoint solution, the Create a notification step can be used to create notifications for users under various circumstances.

The notifications are saved in the hidden Notifications list on the root site of the solution.

You can read more about the Notification Service in this article.

A use case could be to send a notification when a new case is created in the system, or if a user has been assigned to a task.

Such a process could look something like this:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Create a notification step:

Step specific parameters

Parameter name	Type	Required	Description
Notification title	String	Yes	Use this field to define a title for the notification.
Notification type	String	Yes	Use this field to select a notification type. These are defined in a tenant scoped term set.
Status	String	Yes	Use this field to select a status for the notification upon delivery.
Priority	String	Yes	Use this field to select a priority for the notification.
Message	String	Yes	Use this field to type a message displayed in the notification.
Deadline	String	No	Use this field to define a deadline for the notification.
Delivery date	String	No	Use this field to define when the notification should be delivered.
Recipient	String	Yes	Use this field to select who should receive the notification. Note that recipients must subscribe to the specified notification type to receive the notification. This field accepts both single- and multi-user fields, e.g., "wpProjectManager" or "wpProjectTeam".
Duplicate behavior	String	Yes	Use this field to define what should happen if an existing notification with the same configuration already exists in the Notifications list. To identify a duplicate, the system will look for other notifications with the same notification type, recipient, and reference to the same entity on the same business module. In that case, with the Duplicate behaviour field set to "UpdateExisting", the existing notification will be updated with the information coming from this step.
Business module	String	Yes	Use this field to define the business module related to the notification.
Business module entity	Integer	Yes	Use this field to define the entity related to the notification.
List	String	No	Use this field to define the list related to the notification.
Item	Integer	No	Use this field to define the item related to the notification.

Step specific parameters

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