Using the Notify block

To send notifications to users, you add the Notify block to workflows.

Complete the following steps:

Information tab

1. Select send a Notification, or Email, or both. Notifications are not sent to users who don't have an Oomnitza account. 
2. To automatically include a link to the record that triggered the workflow, select Include Link.

RECIPIENTS tab

Note
Depending on the type of workflow block, the information displayed on the INFORMATION tab might vary.  

Initiator. The user who runs the workflow. Workflows can also be triggered by integrations, imports, API create and update record calls, and user actions such as creating and updating records. In such cases, the initiator is the user who created the workflow.

Roles. The primary role - or the first role - that is assigned to users. (That is, the role that is assigned to the user in their record on the People page.)  Emails aren’t sent to secondary user roles.

Fields. Select one or more fields to send notifications to users referenced in fields such as Contact person.  For example, if you have a field called Manager that references an email address, ensure the email address is valid and follows the correct format, for example, [e-mail].

Users. The users who are added to Oomnitza and listed on the People page.

Emails. External users email addresses. External users cannot receive notifications or complete surveys. 

Send a single email. You can send an email to each user, or send a single email to the email addresses added on the RECIPIENTS tab and CC the users added to the CC tab. If you chose to send notifications on the INFORMATION tab, notifications are sent to users who are added to Oomnitza. External users do not receive notifications.

Message tab

Specify the subject line and message content using the following options:

➢ Consult the Assistant

You can ask the assistant for help generating the message content. For instance, you might ask:

• I want to welcome a new employee to our organization.
• I want to notify an employee about the current status of their order or request.
• I want to inform an administrator about a workflow error that occurred.

Tip
To take your template customization to the next level, you can ask the assistant to incorporate Jinja templating for specific details such as an employee's email, first name, and last name. This allows for the sending of personalized messages. Just make sure that you review the variable name to ensure that it is correct. 

Using the Assistant to create notification messages

➢ Input variables

Click Select a field  to retrieve field values. You can access the following field values:

• Data Model fields, denoted as {{barcode}} or {{email}}
• Values from global settings
• Workflow variables

➢ Use HTML

The Notify block allows the use of HTML in the message.

➢ Incorporate Jinja code

Incorporate Jinja code within the message body to modify the message content before it is sent to the user. For example:

• {{serial_number + "-" + asset_tag}}: Concatenates the Serial Number and the Asset Tag. 
• {{serial_numer.lower()}}: Converts the Serial Number to lowercase.
• {{full_name.split() | first | capitalize}} : Returns the first letter of the full name in upper case.

Using Jinja2 in Oomnitza

➢  Use dot notation for object values

If the field has an Oomnitza object as its data type, use dot notation to access the object's values. For example, the Assigned to field has the Users data type. Access specific information in the User object using the following syntax:

{{assigned_to.address}}
{{assigned_to.first_name}}
{{assigned_to.last_name}}

Accessing metadata fields that have object data types

Note
To configure the email header and footer, click Configuration > General > Global Settings and change the key values for theemail.headerandemail.footer.Learn more

Result
When the workflow is run, an email will be sent for each record identified by the Begin block.