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Configure Send Notification Decision Outcomes

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Configure Send Notification Decision Outcomes

Define which notification and email go out for each quote or approval status. For example, alerting an approver when a quote is submitted for unlock, or notifying the quote owner when their quote locks, gets approved, or gets rejected. Each outcome matches a specific status combination and sends the corresponding custom notification, email, and app alert to the right recipient.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure Send Notification decision outcomes: Life Sciences Commercial Admin

Before you start: Complete steps 1–8 of Configure Lock Notification Flow.

For each outcome your approval process needs, configure these actions in order. Use the values in Outcome-Specific Values for each outcome's notification title, body, email subject, and app alert template.

  1. If the outcome changes the quote's status, add an Update Records element.
    Set Field to Id = {!getQuotes.Id}, and set Status to the new value.
  2. To notify a recipient on the web, add an Action element for Custom Notification with these settings.
    • Custom Notification Type ID: {!get_custom_Notification.Id}
    • Recipient IDs
    • Target ID: {!getQuotes.Id}
    • Notification Title and Body using the values in the reference table.
  3. To notify a recipient by email, add an Action element with these settings.
    • Recipient Addresses
    • Sender Type: Org-Wide Email Address
    • Sender Email Address
    • Subject and Body using the values in the reference table.
  4. To notify a recipient on a mobile device, add a Create Records element for App Alert with these settings.
    • Object: App Alert
    • DisplayContextName: Quote
    • DisplayContextType: Object
    • Type: Notification
    • EffectiveDate: {!$Flow.CurrentDateTime}
    • AdditionalMessage (template variable) and Subject. See Outcome-Specific Values.
  5. Repeat steps 2–4 for each recipient the outcome notifies.
    Outcome 4 notifies both the quote owner and the approver — configure both sets of actions.
  6. Save and activate the flow.
 
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