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: notify_view, or notify_setup_admin
About this task
Set up Notify with On-Call Scheduling for the first time or migrate from On-Call Scheduling with NotifyNow.
Procedure
Navigate to All > Notify > Numbers.
Select the phone number you want to use to send and receive on-call scheduling messages.
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 Responseand On-Call: Assign by Acknowledgement Voice by default.
Navigate to Workflow > Workflow Editor.
Select the On-Call: Assign by Acknowledgement workflow.
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.
Select a Send SMS activity.
In the To (script) field, modify the getRecipientsAndNumberToSendFrom() to use the correct value from getNotifyNumber() notify number's sys ID.
Close the Workflow Editor
Navigate to On-Call Scheduling > Trigger Rules.
Select a trigger rule that launches an assignment workflow
In the Trigger action field, select Workflow.
In the Trigger workflow field, select the On-call: Assign by Acknowledgement workflow.
Click Update.
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.
Parent Topic:Using Notify with On-Call Scheduling
Related topics
Controlling the on-call communication channel with Notify
Call a user from the WebRTC UI
Key differences between on-call scheduling with NotifyNow and with Notify