Dynamic Notifications

One of the key elements of OpenProcess is the ability to notify someone when a process moves from step a to step b. Even with OpenProcess core it is possible to send text/facebook messenger messages containing content specific to the step that's just started or completed.

Various OpenProcess Action Types

With OpenProcess Flex you can have branches in processes meaning the level of contextualisation in these messages can be taken even further. E.g. if it's a high priority issue send standard message a. If it is medium priority send standard message b when the step completes.

In OpenProcess Flex, you have the means to use the case details present on a process to dynamically personalise these notifications.

By way of a recap - by case details on a process - we mean the data that is held in the form of 'Fields'. Fields are data items that have been mapped automatically by:

• a form (built in eDesigner) or

• the Create Process API by an external application or

• manually as a part of a process.

The following are fields associated with a process in its set up:

Fields on a process that can be used in notifications

Using a new template field function, you are able to personalise the messages that are sent using data held on the case as well as the form reference for the form that they completed if relevant.

To add fields to notifications you need to add the following where the field's code is Field1:

{% FieldValue Code="Field1" %}

So, if the Field's Code was as follows for a person's mobile number:

Field Code to use in the dynamic notification placeholder

The format would be:

{% FieldValue Code="MOBILENO" %}

This is the format for all fields except for the following two exceptions:

1) Form Reference

Where a process was triggered by an IEG4 form, it is possible to use this in the notifications you send. This is not a field per se, it is a process attribute.

So to add the form reference to a notification use the following:

{% ProcessAttribute name="ExternalReference" %}

2) Today's date

If you want a notification to show today's date in it - particularly relevant if you want to tell someone to do something within say 7 days from today's date, you use the following:

{% DateTime FormatString="dd/MM/yyyy" %}

The format above is the default and will show it as 19/11/2021. However, all of the variations found here are supported. E.g.

"MMMM dd, yyyy" will give November 19, 2021

"dddd, MMMM dd, yyyy" will give Friday, November 19, 2021