Discussion

Notification framework: How to raise a new Notification

Notification framework:

This framework is aimed to provide end-to-end infrastructure for applications to deal with notifications related capabilities on any channels and to help users stay informed about the important events in the application.

Framework components:

  • Notification rule: To capture Notification related data.
    • What to send?
    • Whom to send?
    • Where to send?
  • Notification channels
    • Web gadget (Pega 7.3) (Bell icon in Case manager portal)
    • Email (Pega 7.3)
    • Mobile push notifications (Pega 7.3.1)
    • Ability to define custom channels
  • Different ways to trigger a notification:
    • pxNotify API
    • Smart shape in flows
    • Smart step in Case designer
  • User preferences
    • Ability for end users to opt in or out for receiving notifications across channels

How to configure and send a new Notification:

Let's say we have a business requirement of sending out Notification to the sales team when a new Lead (case) is created.

  • Step 1: Create a new Notification rule in Lead class
    • Rule can be created from New --> Process --> Notification
    • Primarily there are three important details that need to be captured as part of a Notification rule form
      • Message: What is the message that needs to be conveyed
        • A field value to ensure localization
        • Can be parameterized to ensure content is rich enough to convey event information
      • Recipients: Who are the intended users that need to be informed about the event that occurred
      • Channels: How to convey the message to the intended users
  • Step 2: Raise this notification
    • Below options are provided to send the Notification
      • Send notification smart shape
      • pxNotify API activity
      • Send notification step in case designer
    • All these options take notification rule name as parameter

Comments

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Pega
December 23, 2018 - 11:56am

Hi,

What is meant by pxNotify API here? Is it an Activity rule or like Pega API with a different set of actions?

And where can we find this Notification framework in the Designer studio?

 

 

 

December 23, 2018 - 6:55pm

May 11, 2019 - 8:35am
Response to PraveenKVM_Incessant

HI Praveen,

Small help...I understood the above explanation but how would you show the notification in the bell icon...

When pxNotify activity is called, it invokes the notification rule but how does it show the message in the bell icon. how do you link it to the bell icon.

May 11, 2019 - 8:36am

I understood the above explanation but how would you show the notification in the bell icon...

When pxNotify activity is called, it invokes the notification rule but how does it show the message in the bell icon. how do you link it to the bell icon.

May 15, 2019 - 12:35am
Response to SantoshAnisetty

Did you get any solution or documentation for it?

May 16, 2019 - 7:50am
Response to SantoshAnisetty

Hi Santosh,

even i am looking for the same configuration. please let me know if you got the solution.

thank you

 

May 29, 2019 - 8:34am
Response to Prashanth6584

Please set all these parameters in one Data transform and configure Notification

June 3, 2019 - 9:50am
Response to ChethanB5838

Where/what does this data transform do? I have a similar issue where I am to the point where notifications are getting created, and I can verify recipients from the database but they are not appearing on the recipient's portal in real time. The recipient has to refresh the screen or portal and only then the red notification number shows up on the bell icon. Is there any specific configuration needed to be have it appear in real time without a refresh needed?

June 4, 2019 - 2:41am
Response to PranavS6

This Data transform i wrote to set required parameters for pxNotify Activity which will trigger Notification and accepts just the Notiification name as parameter.

And in Notification you have to configure Receipts in correct way using Data Page and intern a Report Definition to fetch the Operator ID to send Notify.

And no refresh is required the bell notification will come automatically.

 

Thanks

Chethan

June 4, 2019 - 1:11pm
Response to ChethanB5838

In my setup right now the Notification is getting created correctly and the Recipients are also getting set correctly. I have verified those in the database tables and as well as by just simply clicking on the bell icon, that fetches the new notification. 

The automatic refresh is still the issue that I am facing. Is there any configuration needed for that?

Thanks

June 5, 2019 - 2:39pm
Response to PranavS6

Hi Pranav, Can you please share the pega version?

Just make sure your data stores PC_WORK_Notification and pc_data_notiftn_param 

Check you notification included with section pzSubscribeDesktopNotifications

I have tried with pega OOTB, it works fine

June 5, 2019 - 3:08pm
Response to JohnPaulRaja,C

Hi John, 

I am using Pega 7.4 right now. I did verify that the actual notification data is getting stored in the PC_work_notifcation but I was unaware of the second table you mentioned. I just went into verify and none of my records have entries there but I do see pulse and attachment notifications in this table. So I guess I am missing something on this end, what and where do I configure for this particular table?

I had been checking the PR_DATA_NOTIFICATION_RECIPIENT table and see entries being added in there but nothing in this Param table. 

Thanks for your help.

Pega
June 6, 2019 - 1:17am
Response to PranavS6

Hi Pranav. Automatic bell icon refresh uses web sockets. Can you check for errors in chrome console?

Also, could you share the screenshots for your configuration of bell icon? Are you using OOTB manager portal that comes with bell icon by default.

June 6, 2019 - 11:29am
Response to PranavS6

share your notification rule configuration details, mainly data transform configured in recipient box.

And also

1. If you are using pega pulse,  by adding @<Operatorid> post some message, check the recipient dashboard alert icon- share the result with us 

2 .Try using pega OOTB pyAddUserMentionedPost in the place of your notification - if it is works, issue with your notification rule configuration 

June 13, 2019 - 10:22am
Response to JohnPaulRaja,C

Hi John, sorry for the late response but below are a few additional details I've gathered. 

1. Adding a notification via Pulse did not trigger the bell icon either. 

2. Again trying this approach also did not trigger the bell icon. 

I noticed you mentioned the agent pyProcessNotification in another post, I tried to search for this particular agent in my system and did not find it. I found a few when I searched for "Notification" and those are attached in screenshot, along with a few others for information. 

Thanks again for your help. 

June 14, 2019 - 2:32am
Response to PranavS6

I think there is some issue with the websocket creation. Can you please check the settings mentioned in https://community1.pega.com/community/pega-support/question/using-pydesktopnotificationgadget-real-time-notifications the discussion thread.

June 6, 2019 - 11:45am