Alerts and Notifications to the user are an important part of the Workflow of creating a Transaction, such as an order, an Activity, such as filling in a store audit report, or when a user creates a new Account.
In all these cases, you want to make sure that the user is aware of the data in the order or activity, and you may use Alerts and Notifications to inform them.
First, let's understand the difference between these actions.
The following Workflow Actions allow you to display messages to the user:
- Notification
- Alert
- Alert on Condition
- Stop Condition
In addition to text, you can display the values of any fields (including custom fields) from the Transaction, Activity or Account in the message. Specify the field's API name in curly brackets (make sure the field is active for the transaction in the "Fields" tab).
For example, this Alert on Condition notification includes AgentName - name of the buyer, and AccountTSACreditLimit - a custom field that is the credit limit on the account.
Hi {AgentName}! It seems you've exceeded your credit limit of ${AccountTSACreditLimit}.
We will review your order and get back to you. Thank you!
You may format the text in all Alerts and Notifications. For details see: Format Notification and Alert messages using HTML
Notification
A pop up window that displays a text message to the user. You can display this message at any status transition. A Notification is meant to be informative (as opposed to asking the user to take some action), and only has an "OK" button. It is the simplest form of notification, with no condition being checked. Tapping "OK" leaves you in the same place in the Workflow.
Display a notification to customers that informs them of something, once they tap OK they can continue with the order/activity.
Examples:
When an order is started, before any quantities are added (the order is in status "New" at this point in the Workflow):
- Notify Buyers that you started selling a new Brand that they can look out for in the catalog.
- Remind Reps of a special offer
- Notify buyers that you'll be at a certain trade show
Alerts
Alerts are used to inform the user of an action they may take, such as adding items to an order, selecting a value from the order header, or from a menu on a retail survey.
There are 3 kinds of alerts:
- Alert
- Alert on Condition
- Stop Condition
Users can tap "Cancel" or "Continue" on Alerts, unless it's a Stop condition, in which case they may only tap "Cancel" because the condition that was evaluated does not allow the Workflow to continue.
- Tapping "Cancel" leaves you in the same point in the Workflow.
- Tapping "Continue" goes to the next action in the Workflow, or the next Status if it's the last action.
Examples:
- An Alert on condition in the shopping cart asking if the user would like to order more items, to be eligible for an additional discount. The Alert is displayed on the condition that the total is between $800 to $999.
- A Stop Condition in the shopping cart, blocking the user from continuing the order, looks like this. Note that there is no "Continue" option. The only option is to cancel the notification, go back to the order and fix it, then Submit again with the correct amount.
The stop condition will continue to pop up until the condition is satisfied.
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