From ICIHelp8.2
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| − | + | = Create a Subscription = | |
| − | + | [[ICM_Help|Home]] > [[User_Administration|User Administration]] > Create a Subscription | |
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| − | + | Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> '''While creating subscription:''' | |
| − | + | #You have to define the entity or a task for which the notification to be sent. | |
| + | #You have to define the event at which it will be sent. | ||
| + | <div><div style="float:left;width:68%;"> | ||
| + | '''To create a subscription:''' | ||
| − | + | #On the ''Admin'' page, '''click''' the ''Notification Settings'' tile. The ''All Notifications Category'' page appears. | |
| − | + | [[File:Admin tiles.jpeg|RTENOTITLE]] | |
| − | [[File: | + | [[File:Sub.jpeg|RTENOTITLE]] |
| + | <ol start="2"> | ||
| + | <li>'''Click''' the ''Subscription'' tile. The ''Subscriptions'' page appears.</li> | ||
| + | </ol> | ||
| − | + | [[File:Create Subscription 1.png|RTENOTITLE]] | |
| + | <ol start="3"> | ||
| + | <li>'''Click '''''Create Subscription. ''The ''Create Subscription ''page opens. </li> | ||
| + | </ol> | ||
| − | + | Enter the information for the following in the page. | |
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| − | + | *Details | |
| − | + | *Template | |
| + | *Recipient | ||
| + | *Verify | ||
| − | + | Let us go through each of the tabs in detail. | |
| − | <div style="clear:both"></div> | + | </div> |
| − | '''Details''' | + | |
| + | <div style="clear:both"> </div> | ||
| + | '''Details''' | ||
| − | :a. In the | + | :a. In the ''Template Name'' box, '''type''' an appropriate template name for the subscription. |
| − | :b. In the | + | :b. In the ''Entity Name'' list, '''click''' the appropriate entity name. |
| − | :c. In the | + | :c. In the ''Event Name'' list, '''click''' the appropriate event name. |
| − | :d. In the | + | :d. In the ''Category Name'' list, '''click''' the appropriate category name. |
| − | :e. Click ''' | + | :e. '''Click''' ''Next''. The ''Template'' tab appears. |
| − | [[File:Create Subscription 2 Details.png]] | + | [[File:Create Subscription 2 Details.png|RTENOTITLE]] |
'''Template''' | '''Template''' | ||
| − | On the | + | On the ''Template'' tab, define a template for user notifications and email notifications. |
| − | :a. In the | + | :a. In the ''Template Subject'' box, '''type''' the relevant entity name for the template. |
| − | :b. In the | + | :b. In the ''Template Body'', '''type''' an appropriate message text. '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options. |
| − | : | + | :c. '''Click''' ''Next''. The ''Recipient'' tab appears. |
| − | [[File:Create Subscription 3 Template.png]] | + | [[File:Create Subscription 3 Template.png|RTENOTITLE]] |
| − | '''Recipient''' | + | '''Recipient''' |
| − | On the | + | On the ''Recipient'' tab, add recipients as follows: |
| − | :a. Click [[File: Add icon.jpeg]] next to | + | :a. '''Click''' [[File:Add icon.jpeg|RTENOTITLE]] next to ''Add Recipients''. |
| − | [[File: | + | [[File:Add rec.jpeg|RTENOTITLE]] |
| − | :b. In the | + | :b. In the ''Add Recipient'' dialogue box, '''select''' respective users. |
| − | :c. In the | + | :c. In the ''Select Roles'' list, '''click''' the appropriate role. |
| − | :d. In the | + | :d. In the ''Select User Attributes'' list, '''click''' the appropriate attributes, and select the '''Action User''' box. |
| − | :e. Select a user from the user tiles. You can use scroll arrows [[File: 400.jpeg]] to browse through the user tiles. | + | :e. '''Select''' a user from the user tiles. You can use scroll arrows [[File:400.jpeg|RTENOTITLE]] to browse through the user tiles. |
| − | :f. Click ''' | + | :f. '''Click''' ''Add''. The user name and role appear as a tile. |
| − | :g. Click ''' | + | :g. '''Click''' ''Next''. The '''Verify''' tab appears. |
| − | '''Verify''' | + | '''Verify''' |
| − | On the '''Verify''' tab, verify all the information for the Subscription. | + | On the '''Verify''' tab, verify all the information for the Subscription. |
| − | [[File:Create Subscription 5 Verify.png]] | + | [[File:Create Subscription 5 Verify.png|RTENOTITLE]] |
| − | Click '''Save''' to create a '''Subscription'''. <br/> | + | Click '''Save''' to create a '''Subscription'''.<br/> Once a subscription is created, notifications will be sent as and when the respective event occurs. |
| − | Once a subscription is created, notifications will be sent as and when the respective event occurs. | + | |
| + | '''Related Topics:'''<br/> [[Edit_a_Subscription|Edit a Subscription]] | ||
| − | + | | |
| − | + | <link-page pageafter="Edit_a_Subscription | Edit a Subscription" pagebefore="Edit_Notification_Categories|Edit Notification Categories"></link-page></div> | |
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| − | <link-page | + | |
Revision as of 10:25, 12 December 2017
Create a Subscription
Home > User Administration > Create a Subscription
Using Subscriptions, you can create user notifications and assign appropriate recipients.
While creating subscription:
- You have to define the entity or a task for which the notification to be sent.
- You have to define the event at which it will be sent.
To create a subscription:
- On the Admin page, click the Notification Settings tile. The All Notifications Category page appears.
- Click the Subscription tile. The Subscriptions page appears.
- Click Create Subscription. The Create Subscription page opens.
Enter the information for the following in the page.
- Details
- Template
- Recipient
- Verify
Let us go through each of the tabs in detail.
Details
- a. In the Template Name box, type an appropriate template name for the subscription.
- b. In the Entity Name list, click the appropriate entity name.
- c. In the Event Name list, click the appropriate event name.
- d. In the Category Name list, click the appropriate category name.
- e. Click Next. The Template tab appears.
Template
On the Template tab, define a template for user notifications and email notifications.
- a. In the Template Subject box, type the relevant entity name for the template.
- b. In the Template Body, type an appropriate message text. Click the Attributes list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
- c. Click Next. The Recipient tab appears.
Recipient
On the Recipient tab, add recipients as follows:
- a. Click
next to Add Recipients.
- b. In the Add Recipient dialogue box, select respective users.
- c. In the Select Roles list, click the appropriate role.
- d. In the Select User Attributes list, click the appropriate attributes, and select the Action User box.
- e. Select a user from the user tiles. You can use scroll arrows
to browse through the user tiles.
- f. Click Add. The user name and role appear as a tile.
- g. Click Next. The Verify tab appears.
Verify
On the Verify tab, verify all the information for the Subscription.
Click Save to create a Subscription.
Once a subscription is created, notifications will be sent as and when the respective event occurs.
Related Topics:
Edit a Subscription
