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Enhancing User Notifications in FSM: Popup Trigger via Business Rules and Policy Customization


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  • Sidekick (Partner)
  • 27 replies

Hi Team,

 

We are exploring options to enhance user notifications in the FSM client screen and would like to know if it is possible to trigger a popup using business rules based on specific column values. Currently, we are aware of the "Type Alert" option, which allows us to display messages. However, we are looking for a solution that can throw a popup directly from a business rule trigger, rather than just displaying a message value.

 

Additionally, we would like to understand if it is feasible to throw an alert or popup from business policies customization to inform the user. For instance, we have an OOTB method for attachments that triggers our customization policy. We want to return a message or alert in case of success or failure.

 

Specific Requirements:

 

1. Popup Trigger: Ability to trigger a popup based on certain column values using business rules.

 

2. Customization Policy: Capability to throw an alert or popup from business policies customization, especially when an OOTB method is called.

 

Could you please provide guidance on how to achieve this within IFS FSM? Any examples or documentation references would be greatly appreciated

Best answer by Shneor Cheshin

ajayifs wrote:

Hello ​@Shneor Cheshin 

 

Thanks again for your response, i have some more questions

We are currently using FSM 6 update 27.

  1. The proposal about adding a lobby element, do you mean to add an extra tab containing the information of a run log?
  2. Is the mail functionality supported on our version? Do we need to use an mpm for this, is there any documentation for that?
  3. For perform_create_alert have you ever used the parameter secondstodisplay (does not seem to work for us). Do you know if parameter noise can take specific values?
  4. Are you storing the excel file in the database in order to parse and validate it?

Thanks again for your time!!

@ajayifs 

  1. Add wherever you think is best for your users from UI/UX perspective.
  2. Email notifications are supported. Have a look at the ‘Notification’ chapter in the documentation

     

  3. Not familiar with the specifics of this MPM
  4. At a high level, we use the integration maps. We stored the file as well.
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5 replies

Shneor Cheshin
Superhero (Employee)
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  • Superhero (Employee)
  • 1173 replies
  • May 6, 2025

Hi ​@ajayifs 

  • Can you please clarify? What is “we are aware of the "Type Alert" option, which allows us to display messages. However, we are looking for a solution that can throw a popup directly from a business rule trigger, rather than just displaying a message value.”
  • Which client are you referring to? Smart or Web?
  • Have you checked the notification process?
  • AFAIK, in general, if a process happens in the background/server, you cannot display a message on the client side.

Cheers!


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  • Author
  • Sidekick (Partner)
  • 27 replies
  • May 8, 2025

Hello ​@Shneor Cheshin 

 

Thank you for the response, i give you some more information about the whole demand

 

The demand is the user to upload an excel file from web client, the system to parse and validate the file and if it is invalid to through an alert, the user should be informed with something blocking that needs his attention. We have implemented this functionality by overriding after insert policy on table attachment. The file is stored, parsed and can go through validation.

 

We have already cheeked the perform_create_alert perfom_definition but does not fit our requirements for the reasons below

1.The notification is shown for some seconds and then disappears, even if we add value on secondstodisplay parameter.

2.The frame is too small to show something to describe the business error

3.Ideally we would need something that demanded a user action, like pressing ok. The alerts that client scripts are showing could fit the demand but we cannot use a client scipt as we using attachment policy for the functionality.

 

Is there any ideas on how we could manage this demand?


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1173 replies
  • May 8, 2025

Hi ​@ajayifs 

We made a similar functionality, but we have a run log instead of a pop-up or notification.

We then display the status to the users, who need to take action in some cases.

You can enhance this flow by adding a lobby element and/or sending an email notification.

Example of the file upload screen

 

Cheers!


Forum|alt.badge.img+8
  • Author
  • Sidekick (Partner)
  • 27 replies
  • May 15, 2025

Hello ​@Shneor Cheshin 

 

Thanks again for your response, i have some more questions

We are currently using FSM 6 update 27.

  • The proposal about adding a lobby element, do you mean to add an extra tab containing the information of a run log?
  • Is the mail functionality supported on our version? Do we need to use an mpm for this, is there any documentation for that?
  • For perform_create_alert have you ever used the parameter secondstodisplay (does not seem to work for us). Do you know if parameter noise can take specific values?
  • Are you storing the excel file in the database in order to parse and validate it?

Thanks again for your time!!


Shneor Cheshin
Superhero (Employee)
Forum|alt.badge.img+28
  • Superhero (Employee)
  • 1173 replies
  • Answer
  • May 15, 2025
ajayifs wrote:

Hello ​@Shneor Cheshin 

 

Thanks again for your response, i have some more questions

We are currently using FSM 6 update 27.

  1. The proposal about adding a lobby element, do you mean to add an extra tab containing the information of a run log?
  2. Is the mail functionality supported on our version? Do we need to use an mpm for this, is there any documentation for that?
  3. For perform_create_alert have you ever used the parameter secondstodisplay (does not seem to work for us). Do you know if parameter noise can take specific values?
  4. Are you storing the excel file in the database in order to parse and validate it?

Thanks again for your time!!

@ajayifs 

  1. Add wherever you think is best for your users from UI/UX perspective.
  2. Email notifications are supported. Have a look at the ‘Notification’ chapter in the documentation

     

  3. Not familiar with the specifics of this MPM
  4. At a high level, we use the integration maps. We stored the file as well.

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