| Line 1: | Line 1: | ||
| − | = | + | = Creating and Editing Subscriptions = |
| − | Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> | + | Using Subscriptions, you can create user notifications and assign appropriate recipients.<br/> 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. |
<div><div style="float:left;width:68%;"> | <div><div style="float:left;width:68%;"> | ||
| − | To create a subscription: | + | '''To create a subscription''': |
| − | + | 1. C'''lick''' 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 appears. | |
| − | + | ||
<ol start="3"> | <ol start="3"> | ||
<li>'''Click '''''Create Subscription. ''The ''Create Subscription ''page opens. </li> | <li>'''Click '''''Create Subscription. ''The ''Create Subscription ''page opens. </li> | ||
| Line 64: | Line 63: | ||
:<div class="note-box">Note: You can tag users in the Notifications Template using their usernames or Email IDs.</div> | :<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]]</div> | + | :<div class="image-green-border">[[File:Notification Template.png|RTENOTITLE]]</div> |
:g. '''Click''' ''Next''. The ''Verify'' tab appears. | :g. '''Click''' ''Next''. The ''Verify'' tab appears. | ||
Revision as of 09:07, 2 April 2019
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 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.
- 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 section 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.
- 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.
