Workflow - Notification Task

When creating apps for different processes like Customer Management, Leave Management, Payroll management, and so on, you would need to have some notifications sent to the related parties. These notifications would be sent to the app on the mobile apps as and when they are triggered.

Studio provides you a Notification task that allows you to trigger a notification after some other action or task is completed. Moreover, you also have the choice of selecting the receiver of the notification like a specific user or a group of users.

Now let us see how we can do it. Typically a notification task would be a part of the workflow that contains another task that will precede the notification task and trigger the notification task.

Under Tasks select the Notification task. The two important parts of the Notification task are to specify the assignee of the notification and configure the notification details like title and description.

Enter the Task name and Description (optional). Click Next to now configure the notification settings.

Select assignee

First, we would select the user to whom the task is to be assigned. You have several options to select the user like directly to the initiator of the action, directly to a user related to the initiator, or even a group of users.

If you want to send the notification to the manager of the initiator, then you can select “To a user related to the initiator or the one who finished the previous input task” , select Who as Initiator and Relation as Manager from the dropdown list.

Notification configuration

After you set the assignee details, you need to move to Notification Configuration where you can now set the Description of the notification. You also have the option to mark an email to the assignee of the notification.

Now add a Title and Description. You can customize the message by adding the variables which can be derived using values from Formulas and Keywords. Say for example you have added the {{users}} variable in the description. This would be used to display the name of the initiator as defined using INPUTBYNAME.

Set the notification and variable details and click Done. Your Notification task is now created. This will be triggered after the previous task is completed.

Make sure that the Workflow is linked to the Submit button.

Now whenever you run this form, the Submit action would trigger the Notification task after the initial action task is completed.

It is important to remember that you need to publish your app first before your notifications can be received by the respective users or group of users.

You can add Notification tasks also as part of the workflow and as a notification after some set of actions or action is done, which would make your app interactive and enable customizations to give the users a personalized experience.

You can also refer to the videos and tutorial to further under how to use the Notification task.