Defining the Notification Workflow Key

With the new Personify Workflow Designer Studio Tool, you can create workflows that trigger a notification event. In order to use a notification event in a workflow, you must have already enabled it when you created the event. By default, the Workflow Key associated with a workflow-enabled event is “Email.” The Notification Maintenance screen provides you with an option of creating custom Workflow Keys.

To create a workflow key:

1.    Click Add.

2.    Enter an API Property Name.

3.    Enter a Workflow Column Name.

4.    Modify the event’s SP to include the WORKFLOW_KEY (the text bolded below).


/* EMAIL_ADDRESSES */

SELECT      DISTINCT

[FORMATTED_PHONE_ADDRESS]            [EMAIL],

[CUS_ADDRESS_ID]                [WORKFLOW_KEY]

The example above uses the workflow key name of “CUS_ADDRESS_ID.” This name is user-defined, so make sure to enter something easily understood.

Possible Workflow Keys for Events

Event SP Name

Workflow Enable?

Workflow Key (in NTS_Notification)

usp_NOTIFY_ADDRESS_CHANGE

Y

CusAddressId

or

MasterCustomerId|SubCustomerId

usp_NOTIFY_AFTER_MEMBER_RENEWAL

N

<none>

usp_NOTIFY_AFTER_NEW_MEMBERSHIP

N

<none>

usp_NOTIFY_CUS_DEMOGRAPHIC_CHANGE

Y

CusDemographicId

or

MasterCustomerId|SubCustomerId

usp_NOTIFY_CUSTOMER_BALANCE_OVERDUE

N

<none>

usp_NOTIFY_INDIV_WALKER_REGISTRATION

Y

MasterCustomerId|SubCustomerId

usp_NOTIFY_LOW_INVENTORY

N

<none>

usp_NOTIFY_MEMBER_RENEWAL

N

<none>

usp_NOTIFY_MRM_ALERTS

Y

UserName

usp_NOTIFY_MRM_ALERTS_ASSIGNED

Y

UserName

usp_NOTIFY_NEW_CUSTOMER

Y

MasterCustomerId|SubCustomerId

usp_NOTIFY_NEW_FUND_RAISING_DONATION

Y

OrderNumber

usp_NOTIFY_NEW_MEETING_ORDER

Y

OrderNumber

usp_NOTIFY_NEW_MEMBERSHIP

Y

OrderNumber

usp_NOTIFY_NEW_MEMBERSHIP_WEB

Y

OrderNumber

usp_NOTIFY_NEW_ORDER

Y

OrderNumber

usp_NOTIFY_NEW_PRIMARY_SEARCH_GROUP_CHANGE

Y

LabelName

usp_NOTIFY_NEW_WEB_ORDER

Y

OrderNumber

usp_NOTIFY_OLD_PRIMARY_SEARCH_GROUP_CHANGE

Y

LabelName

usp_NOTIFY_ORD660_BASE_ACKN.OWLEDGEMENT

Y

<none>

usp_NOTIFY_ORD660_BASE_INVOICE

Y

<none>

usp_NOTIFY_PAYMENT_ENTERED

Y

MasterCustomerId|SubCustomerId

usp_NOTIFY_PRODUCT_MGR_INV_PRODUCT_SOLD

Y

ProductId

Or

ProductCode

usp_NOTIFY_SUBSCRIPTION_RENEWAL

Y

<none>

usp_NOTIFY_TEAM_CAPTAIN_REGISTRATION

Y

MasterCustomerId|SubCustomerId

usp_NOTIFY_TEAM_JOIN

N

MasterCustomerId|SubCustomerId

usp_NOTIFY_TEAM_WALKER_REGISTRATION

N

MasterCustomerId|SubCustomerId

usp_NOTIFY_WEB_USER_PASSWORD_CHANGE

Y

MasterCustomerId|SubCustomerId