Revision as of 16:56, 7 December 2021

Notification Settings

As an administrator, you can create various notification categories and subscriptions under "Notification Settings". You can place your subscription in the appropriate notification category. 

Notification Category

The Notification Category is the one under which the notifications are triggered for various actions on UI or backend.

The categories are then visible to the respective users on the Notifications page, "Notifications Dashboard", by clicking the notification bell icon on the top right. A red dot will be displayed along with the notification bell icon which indicates that there are unread notifications for the user to go over.

Creating Notification Categories

To create a notifications category:

1. Click the "Notification Settings" menu under the "Admin" navigation menu on the top.

3. Click "Create" on the far right in the title bar on top. The "Creat Category" page opens with the "Details" tab. 

Editing Notification Categories

As an administrator, you can create as well as edit various notification categories.

To edit a notification category:

1. Click "Edit" on the three dots of the actions column in the last on the "Notification Category" index page. 

2. Update the existing category name in the "Category Name" field, and click "Update". The updated notification category name appears on the " Notifications Category" page.

Deleting Notification Category

To delete the Notification Category:

1. Navigate to the "Notification category" page.

2. Select the categories you want to delete.

3. Click "Delete" on the right above the grid.

Subscription

Creating a Subscription

Using Subscriptions, you can create user notifications and assign appropriate recipients.

When creating a subscription:

• Define the entity or a task for which the notification is to be sent.
• Define the event for which it will be sent.

To create a subscription:

2. Click "Create" on the top at the far right. The Create Subscription page opens.  

There are four tabs on this page:

• Details
• Template
• Recipient
• Verify

Details

3. Enter the mandatory fields:

• Type an appropriate "Template Name" for the subscription.
• Select an "Entity Name" such as "Agreement".
• Select an "Event Name", such as "Agreement Approved".
• Select a "Category Name" such as "Agreement Notifications".
• Click "Next". The "Template" tab opens.

Template

4. On the "Template" tab, define a template for user notifications and email notifications:

• Type appropriate subject in the "Template Subject" textbox. All the notification emails using this template would have this content in the subject line.
• Type an appropriate message in the "Template Body". Click the "Attributes" list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
• Click "Next". The "Recipient" tab opens.

Recipient

5. To add recipients:

• Click "Add Recipients". The "Add Recipients" drawer slides from the right.
• Select "Select Roles" such as Approver, Internal Reviewer, etc.
• Select "Select Attributes" such as Created By, Modified by, etc. For more details see the "Configuring Email Type for Notification" below. 
• Select "Email Type" such as To, From, CC, BCC. For more details see the "Configuring Email Type for Notification" below. 
• Check the "Action User" if necessary.
• Select a desired user from the displayed grid or search a user using the "Refine View" filter left pane (Note: If "Refine View is collapsed, then expand to view it).
• Click "Add". The user name and role get added to the list.

•  Click "Next". The "Verify" tab opens.

Verify

6. On this tab, verify all the information you entered for the Subscription. You can use the Collapse/Expand All icon on the top right to expand the data in all tabs or can expand or collapse individual tab data.

Click "Create" to create the Subscription. Notifications will be sent as and when the respective event occurs.

Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their "Preferences". One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.

Configuring Email Type for Notification

Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipient's email type (To, Cc and Bcc) and sender email type (Reply-To and From) for the received emails.

To configure the subscription:

1. Navigate to the "Recipients" tab as explained in the "Creating a Subscription" section.

2. Click "Add Recipients". The "Add Recipients" window opens. 

To add users provisioned in the system:

11. Search for the user using the "Refine Search here" search bar in the left collapsible pane of the "Refine View".

12. Select the checkbox corresponding to the user. For example, "Vijay".

13. Select "Email" Type. For example, "To".

14. Click "Add". The user will be added to the subscription.

15. Choose the attribute in which you captured email addresses during agreement instance creation in the "Select Attributes" field. For example, "Created By"

16. Select "Email Type". For example, "Reply-To". When users reply to the email notifications, they will be sent to these configured email addresses. 

18. Add more users as recipients to the subscription with other email types following the same process. For example, attribute "Customer Email" with email type as "CC".

19. Add a user with email type as "From".

The recipients will receive notifications from the user whose email address is set with the email type as From.

21. Verify the details and click "Create". The subscription is created.

Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Application Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload