Microsoft Dynamics CRM (Archived)

Portals: Is it possible to create custom alerts?

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Posted on by Irena Benja

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Hello everyone,

I have seen that there exists an option to Subscribe to alerts in Portal to follow up forum threads.

In the portal I am working with I do not need the forum, but I find this featur interesting and I want to do something similar for my Incident entity.

For some super-users I am showing an entitylist with the corresponding Incidents and I want also to create a notfication for them every time that a new record is added to this list.

Does anyone tried to do something similar?

I would really appreacciate your ideas to achive this!

Many thanks in advance,

Irena.

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- Matt Bayes - 890 on at

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Hi Ira,

The only alerts that we have used are in regards to profile alerts. In CRM, if you go to a contact record and change the form to "Portal Contact" there should be an Alerts tab. Under there, you can input any text into the Profile Alert Instructions field and flag Profile Alert to Yes. This will present the text on the user's profile.

If you do want to use this, I would recommend creating a workflow on create of an Incident to fill that alert with the text automatically. As for the Profile Alert Date field, I haven't used this but it may act as either an Alert display date or an Alert removal date. This will take some looking into.

If you are envisioning alerts not on the profile, you could create a custom Alerts entity and relate it to a Contact. When an Incident gets created, create an Alert record related to the Contact and display it on the portal in either an Entity List or a custom Liquid Template. The benefit of this is you could set an expiry date field and not show those on the portal if they are expired. This would allow multiple alerts to be setup for an individual contact.

If you have any questions please let me know!

Thanks!

- Matt -

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Dmytro Rutkovskyi 1,835 on at

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Hi,

It's not too complex to create similar functionality, but of course, require some time for customizations:

Create new Entity (you can see Forum Notification as an example, but surely you need fewer fields)

you can call it like Case Notifications and add two fields (Lookup to Case: case, and Lookup to Contact: recipient)

make sure you check "Change tracking notifications"

Create new simple entity form for that entity. Check the checkbox "Associate Current portal user". You can configure it more later

Go to "Customer Service - Edit Case" - > add new button in additional Settings (create related record type):

You can configure it visibility with feth_xml in filter criteria later

Now when you open case in the Portal - you can click this button. Once You click Ok in the popup dialog, it will create a new record in entity "case notification" with current ticket and contact.

You need a workflow to send an email to Contacts about tickets update.

You need Plugin which will send out notifications on ticket update.

Another way is to repeat how forum notifications are working (adding additional entity like adx_communityforumalert to store participant/forum link, and adx_forumnotification to start send notifications workflow).

Surely it far from the finished solution, but you at least have an idea that this is possible.

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Irena Benja 414 on at

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Hello and thank you for your suggestions!

There are some things that I'll have to do differently due to business processes of this project related to incidents but it was very helpfull to sketch a plan.

This requires as you say, more effort and time as well a decision if it is feasable to be implemented for my client.

Before reading your suggestions I started to work on another approach, client-side, adding js on my template to create cookies and work with them for creating this notifications.

Thanks a again!

Regards,

Irena.

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Nirmal_CRM 177 on at

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Hi Irena,

I am looking for pretty much same functionality for my custom entity. Did you able to achieve it?

Thanks for your help !!

Regards,

Nirmal

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