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  • Forest Admin
  • Getting Started
    • Quick start
    • Development workflow
  • Reference Guide
    • How it works
      • Environments
      • Developing on Forest Admin
        • Using branches
        • Deploying your changes
        • Forest CLI commands
          • init
          • login
          • branch
          • switch
          • set-origin
          • push
          • environments:reset
          • environments:create
          • deploy
          • schema:diff [beta]
        • Express packages
    • Models
      • Enrich your models
      • Relationships
        • Create a Smart relationship
          • GetIdsFromRequest
        • Smart Relationship Examples
          • Smart hasMany relationship in mongoDB
    • Actions
      • Create and manage Smart Actions
        • Use a Smart Action Form
        • Use a Smart Action Intent
      • Smart Action Examples
        • Calculate the distance between two string addresses
        • Impersonate a user
        • Create a record with a multiselect through a many-to-many relationship
        • Handle enums with alias labels in a smart action
        • Dropdown with list of values in smart action form
        • Custom dynamic dropdown in a form using smart collections
        • Refresh hasMany relationship in smart action
        • Smart segment to restrict access to an action on a record details view
        • BelongsToMany edition through smart collection
        • Upload files to amazon s3
        • Upload several files with the File Picker
        • Retrieve smart field info in a smart action
        • Smart action to create several records from the input of a single smart action form
        • Add many existing records at the same time (hasMany-belongsTo relationship)
        • Call a webhook with record ids
        • Bulk update records
    • Smart Fields
      • Smart Field Examples
        • Add an HTML credit card as a smart field in a summary view
        • Display field with complex info in html format (rich text editor)
        • Generate signed urls to display S3 files in a smart field
        • Print a status object in a single line field
        • Sort by smart field
        • Sort by smart field that includes value from a belongsTo relationship
        • Add fields destined to the create form
        • Add validation to a smart field edition
        • Display smart field as progress bar using rich text editor
        • Update point geometry field using a smart field and algolia api
    • Smart Collections
      • Examples
        • Create a Smart Collection with Amazon S3
        • Smart relationship between model and stripe cards
        • Create records from a Smart collection
        • Searchable smart collection with records fetched from hubspot API
      • Serializing your records
    • Routes
      • Default routes
      • Extend a route
      • Override a route
    • Integrations
      • Stripe
      • Mixpanel
      • Intercom
      • Elasticsearch
        • Interact with your Elasticsearch data
        • Elasticsearch service/utils
        • Another example
      • Zendesk
        • Authentication, Filtering & Sorting
        • Display Zendesk tickets
        • Display Zendesk users
        • View tickets related to a user
        • Bonus: Direct link to Zendesk + change priority of a ticket
      • Dwolla
        • Display Dwolla customers
        • Display Dwolla funding sources
        • Display Dwolla transfers
        • Link users and Dwolla customers
        • Dwolla Service
      • Razorpay
      • Hubspot
        • Create a Hubspot company
        • Display Hubspot companies
      • Twilio
        • Send an SMS with Twilio and Zapier
      • Azure Table Storage
      • Slack
        • Send Smart Action notifications to Slack
      • Algolia
        • Geocode an address with Algolia
    • Smart Views
      • Create a Map view
      • Create a Calendar view
      • Create a Shipping view
      • Create a Gallery view
      • Create a custom tinder-like validation view
      • Create a dynamic calendar view for an event-booking use case
      • Create a custom moderation view
    • Smart Segments
    • Scopes
      • Create a scope more than one level away based on a Smart field
      • Scope on a smart field extracting a json's column attribute
    • Performance
    • Charts
      • Create an API-based Chart
      • Create a Smart Chart
      • Create Charts with AWS Redshift
  • Extra help
    • Setup
      • Install
      • Connecting Forest Admin to Your Database (Forest Cloud)
      • Forest Admin IP white-listing (Forest Cloud)
      • Why HTTPS is necessary even locally
      • Troubleshooting
      • Prevent permission errors at installation
      • Deploy your admin backend to AWS
      • Deploy your admin backend on Heroku
      • Deploy your admin backend to Ubuntu server
      • Deploy your admin backend to Google Cloud Platform
      • Install Forest Admin on a remote machine
      • Use Forest Admin with a read-only database
      • Configuring CORS headers
      • Running Forest Admin on multiple servers
      • Flatten nested fields (MongoDB)
    • Upgrade
      • Upgrade notes (Rails)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Upgrade notes (SQL, Mongodb)
        • Upgrade to v9
        • Upgrade to v8
        • Upgrade to v7
        • Upgrade to v6
        • Upgrade to v5
        • Upgrade to v4
        • Upgrade to v3
      • Update your models' definition
      • Monitor your Forest's status
      • Manage your Forest Admin environments programmatically
      • Changing your domain name
      • Migrate to the new role system
      • Push your new version to production
    • Databases
      • Use a demo SQL database
      • Use a demo MongoDB database
      • Populate a postgreSQL database on Heroku
      • Connect to a read replica database
      • Plug multiple schemas
      • Add new databases
      • Manage SQL views
    • Settings
      • Customize your /forest folder
      • Disable automatic Forest Admin schema update
      • Include/exclude models
      • Display extensive logs
      • Laravel specific settings
    • Releases Support
    • Other documentations
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On this page
  • Send Smart Action notifications to Slack
  • Create your Forest Admin slack app
  • Connect your app from a Slack channel of your choice
  • Set up the webhook from your admin backend

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  1. Reference Guide
  2. Integrations
  3. Slack

Send Smart Action notifications to Slack

PreviousSlackNextAlgolia

Last updated 1 year ago

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Please be sure of your agent type and version and pick the right documentation accordingly.

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by v1.

Please check your agent type and version and read on or switch to the right documentation.

This is still the latest Ruby on Rails documentation of the forest_liana agent, you’re at the right place, please read on.

This is the documentation of the django-forestadmin Django agent that will soon reach end-of-support.

If you’re using a Django agent, notice that django-forestadmin v1 is replaced by v1.

If you’re using a Flask agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

This is the documentation of the forestadmin/laravel-forestadmin Laravel agent that will soon reach end-of-support.

If you’re using a Laravel agent, notice that forestadmin/laravel-forestadmin v1 is replaced by v3.

If you’re using a Symfony agent, go to the v1 documentation.

Please check your agent type and version and read on or switch to the right documentation.

Send Smart Action notifications to Slack

This example shows you how to integrate to receive notifications in your workspace when a Smart Action e.g "Reject application" is triggered.

Create your Forest Admin slack app

At the end of this guide, make sure your Slack app has the following features activated:

  • Incoming Webhooks

  • Interactive Components

  • Bots

  • Permissions

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

Connect your app from a Slack channel of your choice

Set up the webhook from your admin backend

From your project's directory, simply run

$ npm install --save @slack/webhook

Add the Incoming Webhook URL to your .env

SLACK_WEBHOOK_URL=https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

This Incoming Webhook URL contains a secret key, please make sure it does not appear in your code.

Create the Smart Action and initialize the Incoming Webhook

Smart Action declaration

forest/companies.js
const { collection } = require('forest-express-sequelize');

// This file allows you to add to your Forest UI:
// - Smart actions: https://docs.forestadmin.com/documentation/reference-guide/actions/create-and-manage-smart-actions
// - Smart fields: https://docs.forestadmin.com/documentation/reference-guide/fields/create-and-manage-smart-fields
// - Smart relationships: https://docs.forestadmin.com/documentation/reference-guide/relationships/create-a-smart-relationship
// - Smart segments: https://docs.forestadmin.com/documentation/reference-guide/segments/smart-segments
collection('companies', {
  actions: [
    {
      name: 'Reject application',
      type: 'single',
      fields: [
        {
          field: 'Reason(s) for rejection',
          description: 'Please provide a reason for this decision',
          type: ['Enum'],
          enums: [
            'Certificate of Incorporation',
            'Proof of Address ID',
            'Bank Statement ID',
          ],
          required: true,
        },
        {
          field: 'Comment',
          description:
            'This comment will only be displayed in your slack workspace message',
          type: 'String',
          widget: 'text area',
        },
      ],
    },
  ],
  // ...
});

Smart Action logic

routes/companies.js
const express = require('express');
const {
  PermissionMiddlewareCreator,
  RecordsGetter,
} = require('forest-express-sequelize');
const { IncomingWebhook } = require('@slack/webhook');
const { companies } = require('../models');

const router = express.Router();
const permissionMiddlewareCreator = new PermissionMiddlewareCreator(
  'companies'
);
const url = process.env.SLACK_WEBHOOK_URL;

// This file contains the logic of every route in Forest Admin for the collection companies:
// - Native routes are already generated but can be extended/overridden - Learn how to extend a route here: https://docs.forestadmin.com/documentation/v/v6/reference-guide/routes/extend-a-route
// - Smart action routes will need to be added as you create new Smart Actions - Learn how to create a Smart Action here: https://docs.forestadmin.com/documentation/v/v6/reference-guide/actions/create-and-manage-smart-actions

// ...

// Initialize webhook
const webhook = new IncomingWebhook(url);

router.post(
  '/actions/reject-application',
  permissionMiddlewareCreator.smartAction(),
  async (request, response) => {
    // Get input form attributes
    const attributes = await request.body.data.attributes.values;
    const rejectionReason = attributes['Reason(s) for rejection'];
    const comment = attributes['Comment'];

    // Get selected company
    const [selectedCompanyId] = await new RecordsGetter(
      companies,
      request.user,
      request.query
    ).getIdsFromRequest(request);
    const selectedCompany = await companies.findByPk(selectedCompanyId);

    // Change company status to rejected
    await companies.update(
      { status: 'rejected' },
      { where: { id: selectedCompanyId } }
    );
    response.send({ success: "Company's request to go live rejected!" });

    // Trigger Slack webhook
    await webhook.send({
      text: 'An action has been triggered from Forest Admin',
      channel: 'C01CFGCADGF', // replace by your Slack channel ID
      blocks: [
        {
          type: 'header',
          text: {
            type: 'plain_text',
            text: 'Action triggered - Company application rejected :x:',
            emoji: true,
          },
        },
        {
          type: 'divider',
        },
        {
          type: 'section',
          text: {
            type: 'mrkdwn',
            text: `${request.user.firstName} ${request.user.lastName} just rejected <https://app.forestadmin.com/Live-demo/Production/Operations/data/companies/index/record/companies/${selectedCompanyId}/summary|${selectedCompany.name}>'s request to go live!\n\n • *Reason for rejection:* ${rejectionReason[0]}\n • *Comment:* ${comment}`,
          },
          accessory: {
            type: 'image',
            image_url: `${selectedCompany.logoUrl}`,
            alt_text: 'company logo',
          },
        },
        {
          type: 'section',
          text: {
            type: 'mrkdwn',
            text: 'For more details on the company',
          },
          accessory: {
            type: 'button',
            text: {
              type: 'plain_text',
              text: 'View Notes',
              emoji: true,
            },
            value: 'null',
            url: `https://app.forestadmin.com/Live-demo/Production/Operations/data/companies/index/record/companies/${selectedCompanyId}/collaboration`,
            action_id: 'button-action',
          },
        },
      ],
    });
  }
);

module.exports = router;

To learn more about composing messages using the Slack API, please visit the

Follow Slack's guide to in your workspace and start sending messages using Incoming Webhooks.

Once your Slack app has its shiny Incoming Webhook URL, you will be able to send your in JSON as the body of an application/json POST request.

Install the

Slack Interactive messages

Slack Block Kit

To learn more about error handling of Slack Interactive Webhooks, please visit the Slack .

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