Adding Notification Actions

Delectable Bonsai wants to improve visibility for new applications. They also want to automate updates for applicants, notifying them when their application is received, approved, or denied. Here you’ll add these notification actions to the Distributor Application object.

Action for Application Submitted

1. Begin editing the Distributer Application object.

2. Go to the Actions tab and click Add ( ).

3. Enter these values in the Basic Info tab:

   Field	Value
   Action Label	Application Submitted
   Action Name	applicationSubmitted
   Description	On After Add, send notifications to administrative users.
   Active	True

   

4. Go to the Action Builder tab and set these values:

   Field	Value
   Trigger	On After Add
   Condition	N/A
   Action	Notification
   Notification Template	Application Submitted, Admin, User

   

5. Click Save.

Action for Application Received

1. In the Actions tab, click Add ( ).

2. Enter these values for Basic Info:

   Field	Value
   Action Label	Application Received
   Action Name	applicationReceived
   Description	On After Add, send notifications to applicants.
   Active	True

3. Go to the Action Builder tab and set these values:

   Field	Value
   Trigger	On After Add
   Condition	N/A
   Action	Notification
   Notification Template	Application Received, Applicant, Email

4. Click Save.

Action for Application Approved

1. In the Actions tab, click Add ( ).

2. Enter these values for Basic Info:

   Field	Value
   Action Label	Application Approved
   Action Name	applicationApproved
   Description	On After Update, send notifications to applicants when state is ‘Approved’.
   Active	True

3. Go to the Action Builder tab and set these values:

   Field	Value
   Trigger	On After Update
   Condition	applicationState == "approved" AND status == 0
   Action	Notification
   Notification Template	Application Approved, Applicant, Email

4. Click Save.

Action for Application Denied

1. In the Actions tab, click Add ( ).

2. Enter these values for Basic Info:

   Field	Value
   Action Label	Application Denied
   Action Name	applicationDenied
   Description	On After Update, send notifications to applicants when state is ‘Denied’.
   Active	True

3. Go to the Action Builder tab and set these values:

   Field	Value
   Trigger	On After Update
   Condition	applicationState == "denied" AND status == 0
   Action	Notification
   Notification Template	Application Denied, Applicant, Email

4. Click Save.

Triggering the Notification Actions

Now that you’ve added and activated the notification actions, you can trigger them by adding and updating object entries:

1. Go to the Distributor Applications page and create an new entry.

2. Verify the Application Submitted and Application Received actions run.

   

3. Update the application’s state to Approved.

4. Verify the Application Approved action runs.

   

5. Update the application’s state to Denied.

6. Verify the Application Denied action runs.

   

Great! These notifications can help improve visibility for new applications and keep applicants up to date on the state of their applications.

Now Delectable Bonsai wants to provide their Business Development Managers with a way to create business accounts for approved applicants easily.

Next: Automating Account Creation

Relevant Concepts

• Defining Object Actions
• Notification Actions