wMobile’s SMS Notification Service

by Mihai Marinescu on November 29, 2018

This article applies to wMobile 4.0.0547 and above.

This article will walk you through how the SMS notification service can be used in wMobile. To learn more about configuring SMS information on notification rules, read this blog post.

The following wMobile SMS Notification rules were added to match Email Notification Rules:

  • SMS on pending activity added with Notify Via SMS checked
  • SMS on pending activity changed with Notify Via SMS checked
  • SMS on activity completion with RSVP checked
  • SMS on pending activity deletion with RSVP checked
  • SMS on pending activity series created with Notify Via SMS checked
  • SMS on pending activity series changed with Notify Via SMS checked
  • SMS on pending activity series completed with RSVP checked
  • SMS on pending activity series deleted with RSVP checked
  • SMS when wrong email account credentials detected

New SMS rules added in wMobile's notifications settings menu

New SMS rules added in Notification Settings

Activity Notifications

In this section, we’ll show how activity notifications work for both single activities and an activity series. Initially, we’ll focus on two types of notifications for each case:

  • Notify via SMS – occurs when the Notify via SMS checkbox is ticked when scheduling or updating an activity. In this case, the assigned user(s) will be notified when other users schedule or modify the activity he/she has been assigned to.

Setting up SMS activity notifications in wMobile

  • RSVP notifications – occur when Auto-generate RSVP checkbox is ticked, and a user will complete or delete the specified activity. In this case, the user that created the activity will be notified when somebody else completes or deletes the activity.

Setting up RSVP notifications in wMobile

Single Activity Notifications

In this section, we’ll see how SMS notifications are sent when users are creating, changing, deleting or completing individual activities.

Notify via SMS

We’ll see how notifications are sent to the assigned user if he/she is different than the creator, when an activity is scheduled. The assigned user will also receive a change notification if somebody else changes the activity.

Notify via SMS – Schedule Activity

Scheduling User: MASTER

Assigned User: USER1

Scheduling SMS notifications in wMobile

After scheduling the activity, USER1 will receive the following SMS:

SMS notification sample from wMobile

USER1 will be notified that an activity has been scheduled and assigned to him.

Notify via SMS – Change Activity

Modifying User: MASTER

Assigned User: USER1

SMS Notifications in wMobile on changing activities

After the activity is saved, USER1 (wmobile1@mail.localhost) will receive the SMS below:

SMS Nofication sample when changing an activity in wMobile

RSVP notifications

With RSVP the creator will be notified about activity completion and deletion if those actions have been performed by another user.

RSVP – Complete Activity

Scheduling User: MASTER

Completing User: USER1

Setting up an RSVP notification in wMobile when completing an activity

MASTER creates  an activity and assigns it to USER1. Next, when USER1 completes the activity, MASTER will be notified about that action.

RSVP notification in wMobile when completing an activity

SMS notification sample when completing an activity in wMobile

MASTER has been notified by SMS that USER1 has completed the activity.

RSVP – Delete Activity

Scheduling User: MASTER

Deletion User: USER1

The first part of this scenario is similar to the activity completion scenario above. MASTER schedules an activity for USER1.

Setting up SMS notifications when deleting an activity in wMobile

Activity Series Notification

In this section we’ll see how SMS notifications are sent when users are creating, changing, or deleting activity series. There are two types of series used:

  1. Multiple activities series – that is created when an activity is scheduled to multiple users/contacts.
  2. Recurring activity series – that is created when recurring activities are created.

Notify via SMS

Notify via SMS – Schedule new multiple activities series

In this scenario we’ll schedule an appointment to a filter and will set the MASTER user as the primary user and another two users, USER1 and USER2 as additional users, as you can see in the figures below:

Configuring SMS notifications for an activity series in wMobile

Selecting which users receive SMS notifications for an activity series in wMobile

After the activity is scheduled, both USER1 and USER2 will receive a notification about the newly created activity series. MASTER user will not receive such an SMS because he is the creator.

USER1 receives an SMS that contains information about the activity series:

SMS notification sample for an activity series in wMobile

USER2 also receives an SMS that contains the same information about the activity series:

Notify via SMS – Change multiple activities series

In this scenario we’ll consider that we have an activity series created as above, and the creator, MASTER user in this case, changes the reference for all activities in the series. The other users, respectively USER1 and USER2, will receive an SMS after the series has been changed.

SMS notification sample when updating a series of activities in wMobile

Notify via SMS – Schedule/Change recurring activity series

When scheduling a recurring activity series, the same rules as above apply. The only difference is the SMS content received by the assigned user as you can see below:

SMS notification sample for scheduling/updating a recurring series in wMobile

RSVP notifications

RSVP – Completing multiple activity series

SMS notification sample - completing multiple activity series in wMobile

RSVP – Delete multiple activity series

SMS notification sample - deleting multiple activity series in wMobile

RSVP – Delete recurring activity series

In this case the message is similar to the ones related to activity series creation or change.

Alarm Notifications

By default, alarm notifications are not enabled in wMobile. If you want to use them, you need to enable them from the Manager Console, and we’ll show you how to that in the next sections related to notification services configuration.

Once this behavior is enabled, wMobile will send an SMS notification to the assigned activity user when an alarm expires. Let’s assume that USER1 has an activity scheduled at 4:00 PM with an alarm that is set 10 minutes before.

wMobile uses background tasks called Event Monitors to trigger time flow related events and send notifications to the appropriate users. In this case, the task is called Alarm Monitor.

The Alarm Monitor checks each minute for expired alarms and notifies the assigned users.

SMS alarm notification sample from wMobile

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PRODUCT: wMobile

AUDIENCES: Administrators End Users

Mihai Marinescu
Quality Assurance Specialist at W-Systems
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