In the Merge Options section of the Quick Workflow Details screen, the QWF can be configured to send notifications via one or more of the following methods:
Banner Alert - posts for a specific resource type associated with the target assignment.
Email - sends email notification to one or more recipients.
Portal Notification - posts on the Mobile Employee Experience (MEE) portal for employees. This tab is only available if the selected Data Type field of the QWF is "Assignment".
Push Notification - sends Mobile Push Notifications to the registered mobile devices of the employee. This tab is only available if the selected Data Type field of the QWF is "Assignment".
Additionally, the QWF can trigger to call a custom code (stored procedure) that will allow you to populate other fields or make updates to other areas within the Equus Platform.
Automation - takes action such as Calculating Tax Service Eligibility or adding an entry to an employee's Compensation Data Repository
Webhook - triggers a message to be sent to a target URL or listener endpoint, in another system. To be used tandem with the People API.
A list of merge data fields can be found by clicking on the Merge Data Fields Documentation link under the Merge Options section. These may refer to as "Magic Fields". The standard Merge Data Sources can be supplemented by making a selection in the User Report for Merge field. This will allow for a user report to be part of the merge data source for Banner Alert, Email, Portal Notifications, Push Notifications, and Webhook notifications.
To correctly supplement the merge data source with a user report, click on the type-ahead search drop down User Report for Merging field to select the user report. When a user report is selected, a navigation link appears that takes you to the user report details screen. Keep the following in mind when using User Reports:
The user report must be a system level report
Only limited information will be passed to the user report used for merging. This includes the ID associated with the QWF Data Type, (e.g. Assignment ID) as well as the ID associated with the QWF Data Source. Other User Report parameters/filters marked for prompting will be supplied, the Comparison Value specified in the User Report definition will be provided by default.
Be sure that the User Report includes the ID of the row the QWF is triggered from if detailed information from that record should be included in the Banner Alert or Email Notification.
For example, if a QWF is set to trigger when a voucher status changes and the details from that voucher are to be included in the QWF. Therefore, the User Report should include Voucher ID as a prompting parameter/filter.
When fields from User Report use the same merge codes as the default Data Source, the result from the User Report will be used.
The Merge Tags used on a Pulse Check Template will be replaced with values from the selected User Report for Merging on the configured QWF; the Data Source for Merging does not apply.
Thing to Note:
When using an Email Template within a QWF, if you have automation in the same QWF you need to make sure to select user report under the Merge Option before picking an Email Template