Overview
Notifications is a ReadiNow Platform feature that allows an administrator to configure the Platform to notify users when specific conditions are met.
The currently supported notification mechanism is via email. SMS notifications may be available in a future release.
Creating a new Notification
To create a new Nofication:
- Select Administration from the Application Menu. The menu appears with available applications.
- Select Administration. The application displays at the landing page.
- In the Left Navigation Area, select Notifications. The Notifications expand to display list.
- Select Notifications. The existing Notifications display.
- Select New to display the drop down and select the type of Notification to create. The appropriate Notification form appears.
- Complete the details as described in the next sections and select Save to save the Notification.
Scheduled Notification
This notification type enables users to receive notifications about records on a set schedule.
Note: Scheduled notifications can be triggered manually from the Notifications report page. This can be done by selecting the Run option from the right-click context menu or the report actions menu.
Section - General
| Property | Description |
|---|---|
| Type | The type of Notification. This will display Scheduled Notification after the record is saved. |
| Name | The name of the Notification. |
| Description | An optional description for this Notification. |
| Application | The selected application. This is used for packaging and deployment. |
| Enabled | This determines whether the notification is enabled. |
| Object | The object that this notification relates to. |
| Notify person | An expression that should evaluate to a Person this notification is being sent to. |
Section - Source details
| Property | Description |
|---|---|
| Report | The report used to select records for generating notifications. |
| Filters | When a report is selected, this section will list any analyzer conditions that are defined on the selected report.
Any filters that are defined only apply to the current notification and allows for dynamic filtering to be applied to the selected report. The Override checkbox will be shown for any configured analyzer conditions. It allow for any existing values to be overridden with local values. |
Section - Schedules
This section lists the related schedule records that define when the notification will be run.
The New button will display a drop down that allows a new schedule to be created.
Creating or modifying schedules will display a dialog that allows the schedule to be updated.
Section - Targets
The related target records that define the targets for this notification.
At the moment only Email Notifications are supported.
Creating or modifying targets will display a dialog that allows the target to be updated.
Trigger Notification
This notification type enables users to receive notifications when records are updated or created.
Section - General
| Property | Description |
|---|---|
| Type | The type of Notification. This will display Scheduled Notification after the record is saved. |
| Name | The name of the Notification. |
| Description | An optional description for this Notification. |
| Application | The selected application. This is used for packaging and deployment. |
| Enabled | This determines whether the notification is enabled |
| Object | The object that this notification relates to |
| Notify person | An expression that should evaluate to a Person this notification is being sent to. |
Section - Trigger
| Property | Description |
|---|---|
| Trigger on | Choose when to trigger. Available options are:
|
| Fields | Specify the fields of the selected object to trigger on. |
| Relationships | Specify the relationships of the selected object to trigger on. |
Section - Targets
The related target records that define the targets for this notification.
At the moment only Email Notifications are supported.
Creating or modifying targets will display a dialog that allows the target to be updated.
Schedule Dialogs
Cron
| Property | Description |
|---|---|
| Name | The name of the schedule. |
| Description | The description of the schedule. |
| Cron definition | The cron expression defining when the schedule will trigger. See Cron Trigger Tutorial for details regarding cron expressions. |
Daily Repeat
| Property | Description |
|---|---|
| Name | The name of the schedule. |
| Days | Specify the days of the week the schedule will trigger on. |
| Time of day | Specify the time of the day the schedule will trigger on. |
One Off
| Property | Description |
|---|---|
| Name | The name of the schedule. |
| Description | The description of the schedule. |
| Date and time | Specify the date and time the schedule will trigger. |
Email Target Dialog
| Property | Description |
|---|---|
Name | The name of the email target. Entries that are written to the tenant event log will show this name. |
Enabled | This determines whether the email target is enabled. |
Email field | Specify which text field on person object represents the email field. |
Email template | Specify which email template to use. |
Object variable | Select which variable defined in the email template references the object. |
CC | Provide an expression that evaluates to a string of email addresses separated by semicolons, or that evaluates to a Person for use in the CC field. |
BCC | Provide an expression that evaluates to a string of email addresses separated by semicolons, or that evaluates to a Person for use in the BCC field. |
Person variable | Select which variable defined in the email template references the person. |
Aggregate notifications | Specify whether to aggregate notifications.
|
Spreadsheet Import
A new option has been added to the spreadsheet import options called Suppress Notifications.
If this is true, trigger based notifications will not be raised during an import.
Logging
The Sent Email Messages report in Administration → Settings → Email Server Settings will list all emails that were sent from notification runs.
The tenant event log in Administration → Audit → Event Log will list notification run failures along with a reason for the failure.