Creating and Editing Subscriptions[edit]


= Creating&nbsp;and Editing Subscriptions =

Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> When&nbsp;creating subscription:

*Define the entity or a task for which the notification to be sent. 
*Define the event for which it will be sent. 
<div><div style="float:left;width:68%;">
== '''To create a subscription''': ==

1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens.&nbsp;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.
<div class="image-green-border">[[File:Creating Subscription All Notification Category 7.8.png|RTENOTITLE]]</div> 
2.'''&nbsp;Click''' the ''Subscription'' tile. The ''Subscriptions'' page opens.&nbsp;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.
<div class="image-green-border">[[File:Creating Subscription Subscriptions page 7.8.png|1000px|RTENOTITLE]]</div> 
3.&nbsp;'''Click '''the&nbsp;''Create Subscription ''button''. ''The&nbsp;''Create Subscription&nbsp;''page opens.&nbsp;&nbsp;

There are four tabs on this page:
<ul style="margin-left: 40px;">
<li>Details</li>
<li>Template</li>
<li>Recipient</li>
<li>Verify</li>
</ul>
<div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;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.&nbsp;</div> 
=== &nbsp; ===

=== '''Details''' ===

Fill in the mandatory fields:
<ul style="margin-left: 40px;">
<li>'''Type'''&nbsp;an appropriate Template Name for the subscription.</li>
<li>'''Select'''&nbsp;an Entity Name such as ''Agreement''.</li>
<li>'''Select'''&nbsp;an Event Name, such as ''Agreement Approved.''</li>
<li>'''Select''' a Category Name such as ''Agreement Notifications''.</li>
<li>'''Click'''&nbsp;''Next''. The&nbsp;''Template''&nbsp;tab opens.</li>
</ul>
</div> 
&nbsp;

=== &nbsp; ===

=== &nbsp; ===
<div class="image-green-border"><br/> [[File:Creating Subscription Create Subscription page 7.8.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== &nbsp; ===

=== '''Template''' ===

On the ''Template'' tab, define a template for user notifications and email notifications:
<ul style="margin-left: 40px;">
<li>'''Type '''appropriate subject in the ''Template Subject''&nbsp;box. All the notification emails using this template would have this content in the subject line.</li>
<li>'''Type''' an appropriate message in the T''emplate Body.'' '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.</li>
<li>'''Click''' ''Next''. The ''Recipient'' tab open.</li>
</ul>
<div class="image-green-border">[[File:Creating Subscription templates tab 7.8.png|1000px|RTENOTITLE]]</div> 
'''Recipient'''

On the ''Recipient'' tab, add recipients as follows:

:a. '''Click''' [[File:Add icon.jpeg|RTENOTITLE]] 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 [[File:400.jpeg|RTENOTITLE]] to browse through the user tiles. 

:f. '''Click''' ''Add''. The user name and role appear as a tile. 
:&nbsp; 
:<div class="note-box">Note: You can tag users in the Notifications Template using their usernames or Email IDs.</div>  

:<div class="image-green-border">[[File:Notification Template.png|RTENOTITLE]]</div>  
:g. '''Click''' ''Next''. The ''Verify'' tab appears. 

'''Verify'''

On the ''Verify'' tab, verify all the information for the Subscription.
<div class="image-green-border">[[File:Create Subscription 5 Verify.png|RTENOTITLE]]</div> 
'''Click''' ''Save''&nbsp;or ''Update''&nbsp;to create or update the Subscription. Notifications will now be sent as and when respective events occur.

&nbsp;

&nbsp;
</div>