Set up Notify with On-Call Scheduling

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • You can configure on-call scheduling to use Notify functionality to send SMS alerts and assign users to tasks based on the SMS responses.

    Avant de commencer

    Ensure that the Notify and On-Call Scheduling plugins on your instance are activated.

    Role required: notify_view, or notify_setup_admin

    Pourquoi et quand exécuter cette tâche

    Set up Notify with On-Call Scheduling for the first time or migrate from On-Call Scheduling with NotifyNow.

    Procédure

    1. Navigate to All > Notify > Numbers.
    2. Select the phone number you want to use to send and receive on-call scheduling messages.
    3. In the Notify group field, select the On-Call Group.
      The On-Call Group is configured with the on-call workflows: On-Call: Check Assignment Responseand On-Call: Assign by Acknowledgement Voice by default.
    4. Navigate to Workflow > Workflow Editor.
    5. Select the On-Call: Assign by Acknowledgement workflow.
    6. Click the workflow menu icon in the title bar and select Copy to copy the On-Call: Assign by Acknowledgement per rota workflow.

      Save the copied workflow under a different name than what it is named by default.

      Remarque :
      You must avoid modifying default workflows and instead choose to copy and then modify the required workflow.
    7. Select a Send SMS activity.
    8. In the To (script) field, modify the getRecipientsAndNumberToSendFrom() to use the correct value from getNotifyNumber() notify number's sys ID.
    9. Close the Workflow Editor
    10. Navigate to On-Call Scheduling > Trigger Rules.
    11. Select a trigger rule that launches an assignment workflow
    12. In the Trigger action field, select Workflow.
    13. In the Trigger workflow field, select the On-call: Assign by Acknowledgement workflow.
    14. Click Update.
    15. Repeat the previous 3 steps for each assignment trigger rule.
      Each time the conditions for one of these trigger rules is met, the On-call: Assign by Acknowledgement workflow runs.