Notification Template

Notification templates offer the flexibility to specify the users to whom the notification should be sent, the message to be sent, the sending modes (email and/or SMS), and also the module for which the notifications should be sent.

As notification templates can be reused in as many notification profiles as needed, they help in standardizing the process of sending notifications.

Steps :

  • Select the Admin tab.
  • Click the Notification Profile link located under Custom Settings. You will be able to see the list of all available notification profiles.
  • Click the Notification Template button. You will now be able to see the list of all available notification templates.
  • Click the Create New Template button, to create a new template
  • Enter a suitable Name and also a short Description for the template being created
  • In Module Category, based on your need, choose the module (management / workflow / automation) for which this template for the management is to be used.
  • In Send Notification Via, select the modes (SMS and / or email) for sending the notification.
  • If Email is selected as the notification mode:
    • In Send notification to field, select the users to whom the notifications must be sent by clicking the choose link.
    • Enter a suitable subject for the email.
    • In Message, type the message that you wish to send to the users. You can also specify the details related to the action, such as the domain in which the action was performed, the time at which the action was performed, the technician who peformed the action, etc., using the macros listed beside the message field.
      For example, if you wish to send 'Hi John, Smith has peformed the 'create user' action in the domain example.com', you can specify it in the message field, using the macros, as:' Hi, User Name (macro), Technician Name (macro) has performed the Action Title (macro) action in the domain Domain Name (macro).
    • Select the Attachment option, and also the desired format, if you wish to send the notification as attachments.
  • If SMS is selected in the Send notification via field. In the Phone Number field that is displayed, enter the contact numbers of the desired recipients.
    • In Message, type the message that you wish to send to the users. You can also specify the details related to the action, such as the domain in which the action was performed, the time at which the action was performed, the technician who peformed the action, etc., using the macros listed beside the message field.
  • Click Save.