Sending SMS Text Notification Within a FlowLast Updated: 07/15/2016 Introduced in Verision: 2.0
The portal supports notifications in the form of email, popup within the portal, SMS text, Instant Message, Twitter, and a custom notification method. In order for the system to know a user’s email address, phone number to text, etc., the respective contact information must be provided for the user under his/her user account settings.
The general set up to enable SMS notifications is as follows:
- Add SMS carrier under System > Notifications > SMS Carriers.
- Configure user accounts to receive SMS text messaging.
- Configure the notification itself to deliver via text either under System > Notifications > Default Notifications, or within a flow using a notification, within the notification step itself.
In this example, we will create a flow that sends a text message to the user currently logged in. The example assumes steps 1 and 2 above are complete for the current user.
In a Designer Projects folder, click the Create Flow button. Name the flow “Send Text and Email” and click OK.
In the Flow Designer start-up window, expand the category All Steps [Catalog] > Communication category, and select a Send Notification component. Click Add to add it to the workspace.
Connect the paths accordingly.
Click on the Send Notification step and select the Properties tab. Under Notify To, select SMS from the Notification Type drop-down menu.
Under Notify User, click Add and select the current user. Click OK.
For the subject and message of the text message, select Constant as the mapping type, and simply enter the text “hello” as the value.
Save and close the flow. When the flow executes, the recipient should receive a text message stating “hello.”
NOTE: As a test to see if the phone can receive text messaging in general, compose a new email to the phone number and use the carrier’s email suffix as the domain. For example, for a Sprint phone, send an email to firstname.lastname@example.org (with the “6195555555” representing the actual user’s phone number). The message should appear as a text on the phone.