How to use message notification alerts
As a key feature of YIDA, message notification covers alert issues encountered in most work scenarios.
What can the current message notification do? How to implement it?
The following five classic cases help you figure it out!
1. Send a message notification when submitting new data
1.1 Classic Cases
Lao Zhang recently posted an activity registration form in the circle of friends. You need to know who filled in the registration form in time and contact the applicant.
Past: Lao Zhang has to go to the background of registration form to check if anyone has filled in the registration form.
Now: use the message notification function of YIDA to send a message reminder when new data is submitted.
1.2 Effect display
1.3 Operation method
1.3.1 Design YIDA form in registration form
1.3.2 add a message notification template
For more information about message notification template configuration, see:Message notification template
Configure the message template, and use variable replacement in the template to automatically obtain the component values of each form, as shown in the following figure:
1.3.3 configure message notification
Open the form Page Settings> message notification> create notification, and make the following settings:
2. Send a message notification after modifying the data
2.1 Classic Cases
Xiao Tao is responsible for the personnel management of the company. Recently, the company has started to pay some employees in different ranges and needs to notify the corresponding employees one by one.
Past: communicate with employees one by one. Xiao Tao's workload is very heavy.
Now: use YIDA to modify the salary. The system automatically notifies the corresponding person.
2.2 Effect display
2.3 Operation method
2.3.1 Design employee information management form YIDA
2.3.2 add a message notification template
For more information about message notification template configuration, see:Message notification template
Configure the message template, as shown in the following figure:
2.3.3 configure message notification
Open the form Page Settings> message notification> create notification, and make the following settings:
3. Customize message notifications based on the date component in the form
3.1 Classic Cases
Xiao Wang's company requires employees to fill in daily newspapers every day, which is easy for employees to forget.
Past: It depends on employee consciousness + personnel supervision reminder
Now: set the scheduled message notification to the corresponding member through YIDA, which can only be monitored.
3.2 effect display
3.3 Operation method
3.3.1 Design Daily report push form and daily report form on YIDA
Daily Report filling push form: enter the daily report filling link for daily pushing to fixed members. Some members click the link to enter the daily report filling page to fill in the content.
Fill in the link configuration method for Daily reports:
(1) drag the graphic display component to the page and click set advanced content.
(2) after entering the settings advanced content interface, select insert link. In the pop-up dialog box, enter the display text and the link to fill in the daily report form, as shown in the following figure. After setting, click OK, you can adjust the font style. After the configuration is complete, click OK and save.
Daily Report filling: enter through the link of the daily report filling push form, fill in the content
3.3.2 add a message notification template
For more information about message notification template configuration, see:Message notification template
Configure the message template, as shown in the following figure:
3.3.3 configure message notification
Open the form Page Settings> message notification> create notification, and make the following settings:
Note: You can also configure weekly reminders by setting the custom repeat type in the rule.
4. Advanced process timeout reminder
4.1 classic cases
Lao Chai is the financial director of the company. He needs to assign the approval application sent by sales to his financial department for review. However, he often forgets to assign tasks because of busy workload, which leads to the delay of approval tasks.
Past: reimbursement applications are often delayed and Lao Chai's leadership is questioned.
Now: remind Lao Chai through the DingTalk to-do list. When using the advanced process, you can transfer the process to others for approval when the limited time is exceeded.
4.2 effect display
4.3 Operation method
4.3.1 design the reimbursement application form on YIDA
4.3.2 add message notification template
For more information about message notification template configuration, see:Message notification template
Configure the DingTalk to-do message template, as shown in the following figure:
4.3.3 configure message notification
Simple process editor: Open the form Page Settings> message notification> create notification, and make the following settings:
Advanced process editor: Process Design> selected nodes> Advanced Settings> common messages
4.4 timeout rule configuration
The advanced process editor contains timeout rule configuration methods, which are divided into the following two types:
- Set and send notifications for approval timeout jump node rules
- Approval timeout transfer task rule settings and send notifications
For more information about how to configure timeout rules, see:Approval timeout rules
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