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Overview

  • The Bulk Notify action serves the purpose of sending notifications to a large group of recipients simultaneously.

  • This action is highly efficient for workflows that need to broadcast the same information or update to multiple users or groups at once.

  • Instead of generating and sending individual notifications, this action consolidates the message and delivers it in bulk, saving time and system resources.

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For example, it is particularly useful in scenarios where a mass communication is required, such as sending company-wide announcements, notifying all team members of a system update, or informing customers of important product changes.

  • Let’s explore the screens that follow, after drag-n-drop of Bulk Notify action on workflow canvas.

Config

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Config Field

Description

Bulk Notify Source

It enables to choose from various sources to bulk notify. Sources include:

  1. Variable

  2. Model

  3. Input

Input Source

It enables to choose the exact input source depending upon earlier chosen field.

info

Note: By default, this field is invisible. Once you input in bulk notify source, this field will get populated.

Business Event

It enables to choose the event or update for which the bulk notifications are to be sent.

Mapping

It enables to map the fields for input conditions to notify. //Crosscheck
You can explore more about Mapping here.

Info

Reference: Mapping

Mapping

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Note:

  • By default, the Source Type is Static.

Note:
  • It is disabled until you fill above first condition field.

Config Fields

Description

Fields

It enables to enter fields for which notifications to be triggered.

Operator

It is specifically operator value such as Equals, Not Equals, In.

Info

Note: It is disabled until you fill above first condition field.

Source Type

In this option, you can select various sources from which you want to display values. You can explore Source Type here.

Info
Info
Info

Reference: Source Type

Value

The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value.

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Note: It is disabled until you fill above first condition field.

Source Type

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Source Type

Description

Static

Use this option to provide a fixed static value.

Model

Choose the field from other models whose value you want to include.

Input Variable

Select from the variables created in the layout whose value you want to use.

User

You can also select fields from the current logged-in user in your organization to include in the merge.

info

Note: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed.

Action Details

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Include Page
Action Details
Action Details

Input

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Include Page
Manage Input Variable
Manage Input Variable