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*define the event for which it will be sent. | *define the event for which it will be sent. | ||
<div><div style="float:left;width:68%;"> | <div><div style="float:left;width:68%;"> | ||
| − | '''To create a subscription''': | + | == '''To create a subscription''': == |
1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories. | 1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories. | ||
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</div> | </div> | ||
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| − | | + | === '''Details''' === |
| − | <div class="image-green-border">[[File:Create Subscription | + | <ul style="margin-left: 40px;"> |
| − | '''Template''' | + | <li>'''Type''' an appropriate Template Name for the subscription.</li> |
| + | <li>'''Select''' an Entity Name such as ''Agreement''.</li> | ||
| + | <li>'''Select''' an Event Name, such as ''Agreement Approved.''</li> | ||
| + | <li>'''Select''' a Category Name such as ''Agreement Notifications''.</li> | ||
| + | <li>'''Click''' ''Next''. The ''Template'' tab opens.</li> | ||
| + | </ul> | ||
| + | <div class="image-green-border">[[File:Creating Subscription Create Subscription page 7.8.png]]</div> <div class="image-green-border"> </div> | ||
| + | === === | ||
| + | |||
| + | === '''Template''' === | ||
On the ''Template'' tab, define a template for user notifications and email notifications. | On the ''Template'' tab, define a template for user notifications and email notifications. | ||
| − | :a. | + | :a. '''Type '''appropriate subject in the ''Template Subject'' box. All the notification emails using this template would have this content in the subject line. |
| − | :b. In the ''Template Body'', '''type''' an appropriate message | + | :b. In the ''Template Body'', '''type''' an appropriate message. '''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. | :c. '''Click''' ''Next''. The ''Recipient'' tab appears. | ||
Revision as of 09:24, 2 April 2019
Contents
Creating and Editing Subscriptions
Using Subscriptions, you can create user notifications and assign appropriate recipients.
When creating subscription:
- define the entity or a task for which the notification to be sent.
- define the event for which it will be sent.
To create a subscription:
1. Click the Notification Settings tile on the User Administration page. The All Notifications Category page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
2. Click the Subscription tile. The Subscriptions page opens. On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.
3. Click the Create Subscription button. The Create Subscription page opens.
Enter the information for in the given tabs.
- Details
- Template
- Recipient
- Verify
Details
- 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
On the Template tab, define a template for user notifications and email notifications.
- a. Type appropriate subject in the Template Subject box. All the notification emails using this template would have this content in the subject line.
- b. In the Template Body, type an appropriate message. 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.
- Note: You can tag users in the Notifications Template using their usernames or Email IDs.
- g. Click Next. The Verify tab appears.
Verify
On the Verify tab, verify all the information for the Subscription.
Click Save or Update to create or update the Subscription. Notifications will now be sent as and when respective events occur.
