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 Conditional form notification… (to learn more about Fixed Form Notification, refer blog link)
Use-Case: Notify of 10% discount campaign for all Open Opportunities (Sales period between 18 and 30th May 2020 on occasion of Memorial Day Sale)
To add this notification, please follow below steps:
- Browse to “Zap NO Conditional Form Notification” and click New.
- Fill-in the fields in General Section (Here select the Entity as “Opportunity” and View as “Open Opportunities” – which will be used to filter the records)
- Add the message
- Publish the notification
Whenever a user accesses an opportunity record which matches the filter condition in the view specified (as in point 2 above), 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)!