Send templated notification¶
General information¶
The “Send Templated Notification” step is designed to send notifications to users or groups of users using pre-configured templates. This step provides flexibility in choosing the delivery method and the recipients of the notification.
Parameters¶
Step Settings:
| Setting Field | Value Options | Purpose |
|---|---|---|
| Step name | - | Name of the step |
| Source step | - | Selecting the previous step |
| Notification type | Smtp, Mail, SignalR | Type of notification delivery channel |
| User info field | - | List of users to be notified |
| User routing | - | Routing the user to deliver the notification |
| User name | - | Specific user to be notified |
| Template | - | Selection from pre-configured notification templates |
| Render type | Text, Html, Docx, Xlsx, Pdf | Type of notification template rendering |
| Message theme | Text | Subject line for email notifications |
Cases¶
- Automated Notifications: Used to send notifications to users using preset templates to ensure consistent and accurate messages.
- Flexibility of Message Delivery: Allows you to choose between different delivery channels (e.g., SMTP, Mail, SignalR) which increases the coverage and efficiency of communications.
- Notification Personalization: Supports customizing notifications for specific users or groups, as well as various content formats (text, HTML, Docx, Xlsx).
Exceptions¶
- Requirement of a Configured Delivery Channel: In order for notifications to be sent successfully, you must have a functioning delivery channel, such as an SMTP server for email notifications.