Zap Notifications / Alerts App allows you to configure different types of notifications which could be shown to Users based on any event in the system or any action performed.
The use-cases covered by this solution are quite vast… in this blog we will focus only on Notifications displayed to User when accessing a particular Record (namely called as Form Notifications). (For other types of Notifications supported… please refer features page: https://zapobjects.com/apps/zap-notifications/ )
Form Notifications are of 2 types:
- Fixed Form Notification: To manually add notification to a particular record, use fixed form notification
- Conditional Form Notification: To add notification to multiple records (group of similar records), use conditional form notification.
Lets go through Fixed form notification… (to learn more about Conditional Form Notification, refer blog link)
Use-Case: Whenever a particular account record is accessed, display message “Account is on credit-hold”
To add this notification, please follow below steps:
- Browse to the Account record related section and click “Zap No Form Notification”. Now click “New”
- Fill-in the General Section (add severity level, start date and end date,select message to be shown in form inline or pop-up)
- Add the message
- Publish the record
Whenever a user accesses this account record, notification will be displayed as shown in below screenshot:
The user will also have the option to dismiss this notification (from the pop-up).
Besides you could also track the users who have dismissed this notification:
For more information, please refer below links:
Zap Notifications / Alerts App feature page: https://zapobjects.com/apps/zap-notifications/
KB Article: How to configure Fixed Form Notification
For list of all Zap Apps check-out: https://zapobjects.com/
Please note that Zap Notifications App works with Dynamics 365 CE as well as Power Apps (Model-Driven)!