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Configure Flowtime Lite Portal Messages

V9.7

Overview

The Flowtime Lite portal supports Lite messages only. However, to communicate with the Flowtime Lite portal through messages the other internal system needs to support Internal messages.

Lite messages

The messages created within the Flowtime Lite portal are referred to as Lite messages. You need to add a new conversation item type, LiteMessages, to the Conversations View component in your solution.

Enable LiteMessage conversation type

  1. In the Administration site, under Solutions, open the Flowtime Lite solution you have created.
  2. Go to Solution Components > Conversations View.
  3. In the Conversation View window, under General Settings > Conversation Types, select LiteMessage only.
    By default, all conversation types are selected.

You can add the LiteMessage conversation type to the solution using the Conversations View built-in command.

To add Lite Messages to Conversations View, you can use the Create Conversation Item built-in-command.

  1. Add a Built-In Command activity to the form.
  2. Select Case Operations > Create Conversation Item.
  3. Click Next.
  4. Add the following command parameters:
    • workflowInstanceId: the master or the sub workflow id.
    • conversationItemState: For details, see this article.
    • ConversationItem: select the Type as LiteMessageConversationItem.
      • FormId: For a Form, value is the ActivityInstanceId. For a Task, value is the ActionItemId.
      • FormType: value can be Form or Task.
      • FormExecuted: whether the form is executed or not. Value can be True or False. 
      • From: relevant only for Incoming state.
      • To: relevant only for Sent state.
      • Body
      • Attachments
    • createdByUserId: Default is the current user executing the command activity.
  5. Click Finish.

IMPORTANT
Make sure you have Execute permissions in the master workflow.

Internal messages

To communicate through messages with the Lite portal, you need to add a new conversation item, InternalMessage, to the Conversations View in the other solution you have created for the internal system.

Enabling Internal message type conversation allows users to only reply to the received messages and doesn't allow creating new messages from the case conversation. The reply is sent only to the same recipients and no new recipient can be added to the To list.

Enable InternalMessage conversation type

  1. In the Administration site, under Solutions, open the solution you have created for the internal system.
  2. Go to Solution Components > Conversations View.
  3. In the Conversation View window, under General Settings > Conversation Types, select at least InternalMessage. You can select other conversation types except LiteMessage to add other communication types.
    By default, all conversation types are selected.

You can add the InternalMessage conversation type to the solution using the Conversations View built-in command.

To add Internal Messages to the Conversations View, you can use the Create Conversation Item built-in-command.

  1. Add a Built-In Command activity to the form.
  2. Select Case Operations > Create Conversation Item.
  3. Click Next.
  4. Add the following command parameters:
    • workflowInstanceId: the master or the sub workflow Id.
    • conversationItemState: should be Incoming, but can be any state.
      For details, see this article.
    • ConversationItem: select the Type as InternalMessageConversationItem.
      • To: relevant only for Sent state.
      • From
      • Type: relevant only for Sent state.
      • Body
      • Attachments
    • createdByUserId: Default is the current user executing the command activity.
  5. Click Finish.

IMPORTANT
Make sure you have Execute permissions in the master workflow.

Message settings

For messages, you can add the message templates and types using the Message Settings in the Conversation View window.

Message settingDescriptionParameter
Message TemplatesCreate message templates that can be applied by the end users. 
  • Name: Template name
  • Alias: Template alias
  • Message: Template message
Message TypesSet up the types of messages end users can select while sending messages.
  • Name: Message type name
  • Alias: Message type alias
  • Add Template: Assign existing message templates to a message type.

Configure state triggered workflows

You can configure the system to initiate a specific workflow and perform an action when a conversation item changes to a specific status.

For details, see the Configure state triggered workflows section in this article.