Notify Action#

The Notify action is the primary communication hub in FlexiRule, enabling you to send automated emails, system notifications, or real-time UI messages.

1. What is it?#

A Notify block sends messages through three available channels:

• Email: Sends queued emails with optional attachments to internal users or external contacts.
• System Notification: Creates a notification log entry in the user’s bell toolbar.
• UI Message (Toast / Alert): Displays real-time popups directly in the user’s browser window.

2. When to Use#

Use the Notify action when you need to:

• Send automated emails on document events (e.g., sending an order confirmation email to a customer on save).
• Alert internal team members when a high-value transaction requires review.
• Display real-time user feedback (Toasts or Alerts) on form validation events.

3. How to Configure#

1. Add the Action: Add a Notify block to your visual canvas.
2. Select Channel: Choose Email, System Notification, or UI Message.
3. Configure Recipients:
   • Select users, roles, or dynamic email fields using the Smart Value Selector.
4. Compose Subject & Message:
   • Type message text and insert document fields or variables using the Smart Value Selector.
5. Set Attachments (Email Channel):
   • Toggle Attach PDF to automatically attach a PDF print format of the document.

4. Practical Example#

Scenario: Send Order Confirmation Email#

1. Add a Notify action set to Email channel.
2. Recipients: Select Customer Email (@doc.contact_email) using the Smart Value Selector.
3. Subject: "Order Confirmation: {doc.name}" composed via Smart Value Selector.
4. Message: "Dear {doc.customer_name}, thank you for your order on {doc.posting_date}."
5. Attach PDF: Enable PDF attachment with default print format.

5. Related Features#

• Email Notifications: Detailed guide on email options and templates.
• Check (Condition): Filter when notifications are triggered.

6. Developer & Technical Details#

For notification dispatch mechanics and email queue architecture:

• Notify Architecture Reference