Configure Chatbot to send notifications

After you set up PPM Chatbot, you can configure it to send notifications of various events to users, such as notifying users when the status of a request is changed, or reminding them to submit time sheets.

You specify which events trigger notifications and to whom the notifications are sent. When the events occur, Chatbot will send the notifications to the specified recipients via Microsoft Teams.

Configure Chatbot to send notifications

Follow the steps below to configure Chatbot to send notifications.

To configure Chatbot to send notifications:

  1. Use the available preconfigured notification templates or create a new template for Chatbot. For details, see Preconfigured notification templates for Chatbot

    To create a notification template for Chatbot:

    1. Follow the instructions described in Configure notification templates.

    2. Make sure you select YAML or JSON as the Notification Format.

      Notification Format Description
      YAML

      Refer the following YAML example:

      JSON

      If you use JSON as the notification format, you can use your custom Microsoft Teams cards for the Chatbot. For available card types, see the Microsoft documentation.

      The JSON template must follow this structure:

      {

      "bot": "TEAMS",

      "message": {

      <MS Card JSON Codes>

      }

      }

      Below is an example of Microsoft Teams card JSON code:

  2. Apply the notification template to a specific entity. For example, if the notification is triggered by workflow steps, apply the template to those workflow steps.

    1. Go to online help to see how to configure the notifications for a specific entity.

    2. Make sure you follow the instructions below:

      Notification element Instructions
      Notification Template

      Make sure you select a Chatbot notification template.
      Notification Format

      Make sure you select YAML or JSON as the notification format.

  3. Enable the Chatbot Notification background service. For details, see Schedule background services.

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Preconfigured notification templates for Chatbot

The following preconfigured notification templates are available. You can apply these templates with specified entities to send the same notifications, or use them as references to create new templates for other entities.

  • Standard Chatbot Message. Used with workflows to send notifications on workflow steps.

    For details on how to apply the notification template to workflow steps, see Configure notifications for workflow steps .

  • Chatbot Message for Time Sheets. Used with time sheet policies to remind users to submit time sheets.

    For details on how to apply the notification template to time sheet policies, see Time submission notification.

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See also: