Set up Notify with on-call scheduling

You can configure on-call scheduling to use Notify functionality to send SMS alerts and assign users to tasks based on the SMS responses.

Before you begin

Ensure that the Notify and On-Call Scheduling plugins on your instance are activated.

Role required: admin

About this task

Set up Notify with On-call scheduling for the first time or migrate from On-call scheduling with NotifyNow.

Procedure

  1. Navigate to Notify > Numbers.
  2. Select the phone number you want to use to send and receive on-call scheduling messages.
  3. In the Notify group field, select the On-Call Group.
    The On-Call Group is configured with the on-call workflow by default.
  4. Navigate to Workflow > Workflow Editor.
  5. Select the On-Call: Assign by Acknowledgement workflow.
    If migrating from NotifyNow, and you have previously customized this workflow, you must import the new version of the workflow manually. See KB0551603 for more information.
  6. Click the workflow menu icon in the title bar and select Copy to copy the On-Call: Assign by Acknowledgement workflow. Save the copied workflow under a different name than what it is named by default.
    Note: You must avoid modifying default workflows and instead choose to copy and then modify the required workflow.
  7. Select a Send SMS activity.
  8. In the To (script) field, modify the getRecipientsAndNumberToSendFrom() function and uncomment the line //notify_number : getNotifyNumber(),.
  9. Perform one of the following actions.
    OptionDescription
    Specify a static number Within the getRecipientsAndNumberToSendFromChange() function, change getNotifyNumber() to the sys_id of the Notify phone number you selected in step 2.
    Specify a number procedurally Update the getNotifyNumber() function to return the sys_id of the Notify phone number you selected in step 2.
  10. Repeat the previous 2 steps for each Send SMS activity on the workflow.
  11. Click the workflow actions icon and select Publish.
  12. Close the workflow editor interface.
  13. Navigate to On-Call Scheduling > Trigger Rules.
  14. Select a trigger rule that launches an assignment workflow
  15. In the Trigger action field, select Workflow.
  16. In the Trigger workflow field, select the On-call: Assign by Acknowledgement workflow.
  17. Click Update.
  18. Repeat the previous 3 steps for each assignment trigger rule.
    Each time the conditions for one of these trigger rules is met, the On-call: Assign by Acknowledgement workflow runs.