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= Creating a Subscription = | = Creating a Subscription = | ||
| − | Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> When creating subscription: | + | Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> When creating a subscription: |
*Define the entity or a task for which the notification to be sent. | *Define the entity or a task for which the notification to be sent. | ||
Revision as of 10:24, 2 April 2019
Contents
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 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.
There are four tabs on this page:
- Details
- Template
- Recipient
- Verify
Details
Fill in 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
On the Template tab, define a template for user notifications and email notifications:
- Type appropriate subject in the Template Subject box. 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 open.
Recipient
To add recipients:
1. Click the 
Add Recipients icon. The Add Recipients window opens.
2. Select User Roles such as Approver, Internal Reviewer etc.
3. Select User Attributes such as Created By, Modified by etc.
4. Check the Action User box if necessary.
5. Select a desired user from the displayed list or search a user using the search bar.
6. Click Add. The user name and role get added in the list.
7. Click Next. The Verify tab opens.
Verify
On this tab, verify all the information you entered for the Subscription.
