Adding Notifications to a Portal

47 Adding Notifications to a Portal

Add Notifications to a portal to allow portal members to receive timely notice of changes to portal objects and content to which they are subscribed. Users can track changes that occur to their connections, their portal memberships, specific portals, and to the application objects that are important to them.

Permissions:

To perform the tasks in this chapter, you must be a portal manager or a portal member with the portal-level permissions Basic Services: Edit Page Access and Structure (standard permissions) or Pages: Edit Pages (advanced permissions).

For more information about permissions, see About Roles and Permissions for a Portal.

Topics:

47.1 About Subscriptions and Notifications

Notifications provide a way to receive messages about changes at the application, portal, and object levels. Messages are triggered when the portals and application objects a user has subscribed to change.

Messages are sent across selected messaging channels that can include text or mail, depending on how your administrator has configured Notifications. For example, a user can receive a mail message when an event is added or a text message when someone responds to a note . Mail and text contain links that take the user to the scene of the change.

Users can choose the objects that trigger a notice by subscribing to them. In WebCenter Portal, there are three levels of subscription:

Application, for notices about changes to portal memberships, Message Board, Connections, and Feedback

Such notifications occur only for application-level activities that involve the user directly.
Portal, for notices about tools, such as Events, that occur within the scope of a selected portal
Object, for changes to the application objects a user has subscribed to, such as a event.

Table 47-1 describes the types of activities that can trigger a notification and indicates the level and location of the associated subscription.

Note:

Owning an object, such as a document, wiki, or blog, does not automatically subscribe a user to that object. The user must explicitly subscribe to an object to receive subscription-related notifications about it, unless the administrator has set and enforced company-wide subscription defaults. For more information about object-level subscriptions, see Subscribing to the Application, to Portals, and to Objects in Using Portals in Oracle WebCenter Portal.

Table 47-1 Activities that Can Trigger Notifications

Service	Activity	Level	Where to Subscribe
Connections	A user sends you an invitation to connect Note: Out of the box, the option to send notifications for invitations to connect is enabled and is not end-user configurable.	Application	Preferences (for more information, see Setting Application-Level Subscriptions in Using Portals in Oracle WebCenter Portal)
Portal Management	Your portal role changes, for example from `Portal Manager` to another custom role	Application	Preferences
Portal Management	You are added as a member of a portal	Application	Preferences
Portal Management	Your portal membership is removed	Application	Preferences
Portal Management	A user posts a message to your Message Board	Application	Preferences
Message Board	A user likes your Message Board post (messages explicitly set on a Message Board and not those added from Publisher to the Activity Stream)	Application	Preferences
Message Board	A user comments on your Message Board post (messages explicitly set on a Message Board and not those added from Publisher to the Activity Stream)	Application	Preferences
Feedback	A user posts feedback for you	Application	Preferences
Event	A new event is created	Portal	On the portal
Event	An event is updated	Portal	On the portal
Event	An event is deleted	Portal	On the portal

Notifications provide the following task flows:

Subscription Preferences enables users to select the types of activities to be notified about. The task flow shows different options depending on whether it appears in the Home portal (Figure 47-1) or a portal (Figure 47-2). The Home portal view of the Subscription Preferences task flow shows the same user interface and information that appear on the General Subscriptions tab of the Subscriptions preferences page.

Figure 47-1 Subscription Preferences Task Flow - Home Portal

Description of "Figure 47-1 Subscription Preferences Task Flow - Home Portal"

Figure 47-2 Subscription Preferences Task Flow - Portal

Description of "Figure 47-2 Subscription Preferences Task Flow - Portal"
Subscription Viewer shows a users subscriptions and enables the user to unsubscribe from particular notifications (Figure 47-3). The Subscription Viewer task flow shows the same user interface and information that appear on the Current Subscriptions tab of the Subscriptions preferences page.

Figure 47-3 Subscription Viewer Task Flow

Description of "Figure 47-3 Subscription Viewer Task Flow"

47.2 Adding a Notifications Task Flow to a Page

For the steps to add a Notifications task flow to a page, see Adding a Component to a Page.

Tip:

The presence or location of Notification task flows in the resource catalog depends on how the resource catalog is configured. For example, in the default resource catalog, the Subscription Viewer task flow is included under the Alerts and Updates folder. The Subscription Preferences task flow is not included in the default resource catalog, so you must add it to a custom resource catalog before you can add it to a page. For information, see Adding a Resource to a Resource Catalog.

For information about Notifications task flows, see About Subscriptions and Notifications.

47.3 Working with Notifications Task Flow Properties

The Subscription Preferences task flow has associated properties, which users with sufficient privileges can access through the task flow's View Actions menu. For example, edit the page, click the task flow to show the View Actions menu, and select Parameters to open the Parameters dialog (Figure 47-4).

Note:

The Subscription Viewer task flow does not have associated properties.

Figure 47-4 Subscription Preferences Task Flow Parameters

Description of "Figure 47-4 Subscription Preferences Task Flow Parameters"

47.3.1 Setting Notifications Task Flow Properties

In the page editor, selecting any component exposes a View Actions menu (Figure 53-4), which provides access to the component’s properties: Parameters, Access, Display Options, Style, and Content Style.

Figure 47-5 View Actions Menu on a Subscription Preferences Task Flow

Description of "Figure 47-5 View Actions Menu on a Subscription Preferences Task Flow"

To set Subscription Preferences task flow properties:

Open the page that contains the task flow in the page editor (see Opening a Page in the Page Editor).
Select the task flow, then click the View Actions menu and select the property you want to set:
- Parameters control the default task flow content. For descriptions of each parameter, see Notifications Task Flow Parameters. Parameters can be wired to events, and can be used to facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Wiring Pages and Components.
- Access settings show or hide the component to specific roles, users, or groups. For more information, see Setting Component Access.
- The Display Options, Style, and Content Style properties affect the appearance and behavior of the task flow for all users. These properties are common to all task flows. For more information, see Modifying Component Properties.
The Parameters and Display Options dialogs provide access to an Expression Language (EL) editor, which you can use to select or specify a variable value instead of a constant value. Click the icon next to a property, then select Expression Builder to open the editor.

Note:

When you enter EL in the Display Options dialog, the parser reports an error only if it detects invalid syntax, such as a missing closing bracket. Validation is performed only on syntax, not on the expression value. Generic Display Options are those cataloged in Table 10-1.

EL validation is not performed on non-generic display options.

If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing for Oracle WebCenter Portal.
Save your changes.

47.3.2 Notifications Task Flow Parameters

Table 47-2 describes the parameters that are unique to the Subscription Preferences task flow. The Subscription Viewer task flow does not have associated parameters.

Table 47-2 Subscription Preferences Task Flow Parameters

Parameter Description

Parameter	Description
`Hide Actions`	A control for showing or hiding the Save button and Refresh icon Enter `#{true}` to hide the controls. Enter `#{false}` to show the controls. This parameter is set to `#{false}` by default.
`Scope Name`	The name of the portal for which to display portal-level subscription options Use the portal internal name, available on the General page in portal administration. The portal internal name is at the end of the value in the portal URL field. For example, in the following URL, the portal internal name is `standards`: http://myHost[...]/webcenter/spaces/standards

Hide Actions

A control for showing or hiding the Save button and Refresh icon

Enter #{true} to hide the controls.
Enter #{false} to show the controls.

This parameter is set to #{false} by default.

Scope Name

The name of the portal for which to display portal-level subscription options

Use the portal internal name, available on the General page in portal administration. The portal internal name is at the end of the value in the portal URL field. For example, in the following URL, the portal internal name is standards:

http://myHost[...]/webcenter/spaces/standards

47.3.3 Hiding Save and Refresh Actions on Subscription Preferences

The Subscription Preferences task flow has an associated parameter, named Hide Actions, that you can use to hide the Save button and Refresh icon on a selected task flow instance.

To hide the Save and Refresh actions on a task flow instance:

In page edit mode, click the task flow to show the component toolbar.

See Also:

Setting Properties on a Component
Open the View Actions menu, and select Parameters.
In the Parameters dialog, in the Hide Actions box, enter #{true}.

Note:

To show the Save and Refresh actions, in the Hide Actions box, enter #{false}.
Click OK to exit the editor.
When you finish revising component parameters, click OK.
Save your changes, and exit the page editor.

47.3.4 Showing Subscription Controls for One Portal in Another

The Subscriptions Preferences task flow has an associated parameter, named Scope Name, that enables you to display the subscription options for one portal in another portal.

Scope Name can be handy in a few cases. For example, normally, a Subscription Preferences task flow shows application-level subscription options when it is situated in the Home portal. Instead, you could use Scope Name to control your subscription options for a particular portal from the Home portal. You could also set up a control center from which to control settings for various portals from one location.

To display subscription controls for one portal in another:

In page edit mode, click the task flow to show the component toolbar.

See Also:

Setting Properties on a Component
Open the View Actions menu, and select Parameters to open the Parameters dialog.
In the Scope Name field, enter the name of the portal to show in the task flow.
Note:
- Use the portal internal name, available on the General portal in portal administration. The portal internal name is at the end of the value in the Portal URL field. For example, in the following URL, the portal internal name is standards:
```
http://myHost[...]/webcenter/spaces/standards
```
- To show subscription controls for the current scope, remove the value in the Scope Name field.
When you finish revising component parameters, click OK.
Save your changes, and exit the page editor.

47.4 Working with Notifications Task Flows

For information about how users work with Notifications task flows, see Getting Notified When Things Change in Using Portals in Oracle WebCenter Portal.