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    Home Madrid Now Platform Capabilities Now Platform capabilities Notify Using Notify with On-Call Scheduling Set up Notify with On-Call Scheduling

    Set up Notify with On-Call Scheduling

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    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 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.
    Related tasks
    • Call a user from the WebRTC UI
    Related concepts
    • Controlling the on-call communication channel with Notify
    Related reference
    • Key differences between on-call scheduling with NotifyNow and with Notify
    • Workflow editor title bar

    Tags:

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    Release version
    Choose your release version

      Set up Notify with On-Call Scheduling

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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 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.
      Related tasks
      • Call a user from the WebRTC UI
      Related concepts
      • Controlling the on-call communication channel with Notify
      Related reference
      • Key differences between on-call scheduling with NotifyNow and with Notify
      • Workflow editor title bar

      Tags:

      Feedback

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