OVERVIEW
Email notifications are among the actions associated to a predefined event (such as add, edit, delete…). When you associate email template to a rule (event), the selected email is automatically sent to the chosen recipients when the event is triggered for records meeting the criteria specified in the event.
It is needed to setup WHO gets Emails based on Email Template on triggered Event
HOW TO DEFINE AN EMAIL NOTIFICATION
In order to define Email Notification, follow the steps:
- Select Email Notifications in Admin section under Alerts (Scheduled Emails), Notifications and Task automation
- Email Notifications Page gets displayed.
- Click the Add icon at the bottom right side of the Page
- Add Email Notification Page is displayed with the following fields
- Event: Select the required Event from the Pre-defined Event drop down list.
- Template: Select the required Email Template from the Pre-defined Template drop down list.
- Notify Assignee: Select the Notify Assignee checkbox, to notify the Assignee
- Notify Creator: Select the Notify Creator checkbox to notify the creator
HOW TO ADD NOTIFIERS:
In order to add the required Notifiers (users, groups or distribution lists), follow the steps:
- Click Add Button.
- Add Notifier popup window will be displayed with the following Fields
- Notifier Type: Select the notifier type as Users, Groups or Distribution Lists
- User : Indicates the list of active Users
- Groups : Indicates the list of active Groups
- Distribution Lists : Indicates the Distribution list Users
- Notifier: Select single/multiple users from the drop down list. There are 2 special notified roles: Last Assigned, Next Signer
- Last Assigned : Indicates the last assigned user to any item
- Next Signer : Indicates the next user in Routing process who is required to sign the item.
- Notifier Type: Select the notifier type as Users, Groups or Distribution Lists
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