Teams notification

We sent to a production instance a custom app where employees can inform webinars they attended, courses, ticket numbers that they solved recently, certifications, and so on.

Each semester managers evaluate that information in order to pay bonuses.

A manager with only one team can have five to twelve employees. And sometimes a manager can have two or more teams.

When each employee sends the form, his/her manager needs to validate it so the system calculates a number of points.

The problem:
Managers don't want to access the platform every day to see if there are submissions to validate. It would be better to receive a smartphone notification when there were pending records.

The solution:
To send notifications to their smartphones we created a Flow using App Engine Studio.
When a manager receives a notification, we make sure that there is an employee record to validate in the platform.

What are the steps to accomplish this integration?

1. In Microsoft Teams we are going to create a webhook, which is a web address to be used in the next step;
2. Using the App Engine Studio we will create a Flow that will be triggered when the employee saves the record. When the record is saved, we will send a message to the Teams channel.

1) Creating the webhook

1.1) A team can have many channels. In your corporate Microsoft Teams, choose a channel to be used, and in the top right corner click on the three points (more options) icon;
1.2) Click on Connectors.

1.3) In the "Incoming Webhook" connector, click on [Add].

1.4) In the configuration screen, inform:
Any name for your webhook;
(Optional) You can click on [create] if you like to upload an image as an icon for your webhook. If you do that, every message will contain that image.

1.5) This step is done! Copy the Webhook address because we will use it in step 2.

2) Creating a Flow

Objective:
Every time an employee creates a record in your App table, you will send a Teams notification to his/her manager.
In the Automation of your Application, create a Flow.

2.1) The unique mandatory field is the Flow name. Click on [Submit]
2.2) For the trigger, select Record > Created
2.3) Select your Table and click [Done]
      Your Flow name;
      A description about what the flow does;
      Application: Select your app;
      Protection: -- None --
      Run As: User who initiates session
      Click on [Submit]

2.4) For the Trigger, select Record > Created

2.5) Select your Table and click [Done]

2.6) In the ACTIONS section, choose [Post a Message]. The remaining parameters will be:
      Webhook URL: Use that copied in step 1.
      Title: Inform your notification title.
      Message: Type the message to send. You can use fields from the record being created.
      Click on [Test] to see what your notifications will look like.
      When you are happy with the look and feel of your message, click on [Activate] to activate your Flow.


Thank you.