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Node - CC and Send Internal Notification

Both the CC node and Send Internal Notification node can send message notifications to specified members. The difference is:

CC node:

  • Messages include a record link
  • Appears in the To-Do List
  • Notification number disappears only after the recipient clicks to view the record

Send Internal Notification node:

  • Only sends messages
  • Does not appear in the To-Do List
  • Notification number decreases immediately when the message is viewed

I. CC Node​

The CC node supports sending internal messages with record links. These messages appear in the "CC" section of the "To-Do" list, where the notification count only decreases after the recipient manually clicks to view the message.

Configure CC node​

Example: When a new lead enters the worksheet, notify sales personnel to follow up promptly. When viewing the message, sales personnel can:

  • See notification content

  • Click the link to quickly view lead record details

  • Click custom buttons to quickly assign leads

Data object​

Select the record to send - in this example, the newly added lead record that triggered the workflow.

View​

Since views are pre-configured with field visibility and custom buttons, you can directly select a view. Record display will follow both the view configuration and user permissions.

a. When CC recipients have permission to access the view:

If recipients can access the view directly through the worksheet, opening records from CC messages displays them exactly as in the view (based on user roles/permissions), allowing direct field editing and custom button clicking.

Even if the message-attached record isn't in the selected view, it's still processed as a view record.

b. When CC recipients do not have permission to access the view:

If recipients cannot access the view directly, records opened from CC messages show:

  • All fields as read-only

  • Field visibility following the view's "Display Fields" configuration

  • No custom buttons

CC recipients​

Recipients of CC notifications can be selected either as fixed members from the Contacts or by role.

Notifications can be sent to:

  • A single person

  • Multiple people (e.g., if selecting a department field, it sends to all department members)

When CC'ing multiple people, notifications appear in each recipient's "To-Do" list; each recipient must personally click to view before the notification count decreases.

Notification content​

Notification messages can be:

  • Fixed text (same for every send)

  • Dynamic by incorporating node fields

If "Show To-Do/Record Title" is unchecked, in the notification it displays as a "View Details" link.

The [CC] at the message beginning shows the CC node name, which updates automatically if the node name is modified.

2. View CC messages​

CC messages appear in both the chat sidebar, and the To-Do list. The to-do count only decreases after clicking to view record details.

  1. Record details can be accessed by clicking links in workflow messages.

  2. In the To-Do list, click "Read" or "All Clear" to quickly process CC messages, or click cards to view record details.

Summary fields​

When summary fields are selected:

  • The "CC" section in "To-Do" displays these fields

  • Enables quick preview of key information

Effect:

Alert tone​

When CC recipients are logged in and receive notification messages:

  • A specified sound will play

  • Can be either a fixed audio file

  • Or text converted to audio

When both PC and App are online, sound only plays on PC.

Email notification​

When "Email Notification" is enabled:

  • New CC messages will notify recipients via their bound email accounts

Email supports attachments:

  • Fixed files

  • Or all files from file fields

II. Send Internal Notification node​

This node sends plain text notifications as system messages, with the sender displayed as "Workflow Message". This type of notification does not appear in the To-Do list.

Example: When a new lead enters the worksheet, notify sales personnel to follow up promptly.

Notification content​

  • Fixed text (same content for all sends)

  • Or dynamic notifications incorporating field values

Recipients​

  • Can notify multiple people

Alert tone​

Refer to relevant introduction in the CC node section above

Effect:

  • Displays only text

  • Contains clickable links if included in the notification message

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