Business process setup guide (BPMS)
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Notifying a user about a comment to their message in the feed

Example

Create the following business process: when adding a new comment to the message in the feed, an email is sent to the author of this message.

Business process diagram (Fig. 1) elements:

1.Incoming signal for adding a message comment – when a new comment is added, the signal is activated and the business process is started.

2.Reading the id of the added comment – reading the new comment data for use in the email template.

3.Reading the parent message - reading the data of the main message for use in the email template.

4.Sending email – an email to a contact with the selected text and new comment data.

Fig. 1 The "Comment to a message in the feed notification" business process

scr_process_creation_designer_case_feed_comment.png 

Place on the schema the [Signal] element of the [Initial events] group — "Comment added". The element will be activated when a comment is added to the feed. Set up the signal parameters:

1.In the [Object] field, set "Message/comment".

2.In the [What event should happen?] field, select "Add record".

3.In the [Added record must correspond to conditions] field, select "Parent message populated.

Fig. 2 The "Comment added" element properties

scr_process_creation_designer_case_feedcomment_starting_signal_settings.png 

Add two [Read data] elements of the [System actions] group.

The "Read comment data" element will read data from the added record in the feed. Set up the element parameters:

1.In the [Which data read mode to use?] field, select “Read the first record in the selection“.

2.In the [Which object to read data from?] field, select ”Message/comment”.

3.In the [How to filter records?] area, set the filter “Id = Comment added. Unique record Id”. To do this, click <Add condition>, select the “Id” column, then in the appeared menu, select [Compare with parameter]. In the opened window, select the [Record ID] parameter of the "Comment added" element.

4.In the [Which column values to read?], select "All columns".

Fig. 3 The "Read comment title" element properties

scr_process_creation_designer_case_feedcomment_read_comment.png 

The "Read primary message" element will read data of the message to which a comment has been left. Set up the element parameters:

1.In the [Which data read mode to use?] field, select “Read the first record in the selection“.

2.In the [Which object to read data from?] field, select ”Message/comment”.

3.In the [How to filter records] area, set up filter "id = Read comment data.First element of the resulting collection.Parent message". To do this, click <Add condition>, select the “Id” column, then in the appeared menu, select [Compare with parameter]. In the opened window, select the [Parent message] parameter of the "read comment data" element.

4.In the [Which column values to read?], select "All columns".

Fig. 4 The "Read primary message" element properties

scr_process_creation_designer_case_feedcomment_read_mainpost.png 

Add the “Send e-mail” element of the [System actions] group and set the following parameters:

1.In the [From] field, specify the return address in the message. To do this, select [Select from lookup] in the parameter value menu, then in the [Synchronization with mailbox settings] lookup, select one of the configured email accounts.

2.In the [To] field, specify the email of the recipient. In the parameter value menu, click the [Contact]>[Process parameter], select the [Read contact data] element, and the [Email] parameter.

3.In the [What is the message?] field select “Template message”.

4.Select the existing template in the [Template message] field. The [Subject] field is populated automatically.

5.Select “Send email automatically” in the [How is the message sent?] field.

Fig. 5 The "Send email" element properties

scr_process_creation_designer_case_feedcomment_send_email.png 

After creating the process elements, connect each element with the next one by dragging the icn_process_elements_connection_straight00047.png element in the upper right corner of the selected process element.

Save the created business process.

See also

Notifying employees by email when a lead has been received via a landing page

Notifying an employee when they become an activity participant

Reallocating rights to read and modify records if an owner is changed

Process parameters

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