Creating and Editing Subscriptions[edit]

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.  

There are four tabs on this page:

• Details
• Template
• Recipient
• Verify

Note: When creating or editing a subscription, the Administrator must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICM configuration team to add it to the database through scripts. 

 

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

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.