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.

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 workflows: On-Call: Check Assignment Response and On-Call: Assign by Acknowledgement Voice 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 per rota 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() to use the correct from number's sys ID.
9. Close the Workflow Editor
10. Navigate to On-Call Scheduling > Trigger Rules.
11. Select a trigger rule that launches an assignment workflow
12. In the Trigger action field, select Workflow.
13. In the Trigger workflow field, select the On-call: Assign by Acknowledgement workflow.
14. Click Update.
15. 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.