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🔔Worked Example: Notification Route

Worked Example: Notification Route

Build a notification route when users need to know something happened but do not need to make a formal decision.

Notification Center screen type.

Notification Center screen type.

Scenario

When a high-priority record is created, notify the assigned owner and show the alert in Notification Center.

Setup steps

  1. Choose the source page.

  2. Choose the trigger: record created, status changed, or launcher action.

  3. Choose recipient: owner, assigned user, team, or role.

  4. Write a message with the record title and expected next step.

  5. Choose Notification Center as destination.

  6. Add Workflow Status if the requester needs progress.

  7. Validate.

  8. Create a high-priority test record.

  9. Preview as recipient and confirm the notification appears.

Good message example

High-priority support request {{Title}} is assigned to you. Open the request and respond before {{Due date}}.

Verification

The route is ready when the recipient sees the notification, understands what to do, opens the related item, and the source record shows the expected status or activity.