Notifications actions are divided into 2 categories :
- Category 1: System actions – Used by the system when action is happened by system
- Category 2: Custom templates – Custom templates can be used by users within the Mail / SMS & Mobile notifications modules, respectively
To add a notification action, navigate to the module Notification Actions via the path: Administrative Tasks -> Notification Actions
Once there, click on ‘Add Action’ to add a new notification action or the ‘Edit’ button to edit any of the previously created ones
The form for adding/modifying actions or templates will then appear as in the image below:
The following details are required in order for the adding / modifying of notification actions to succeed:
- Notification Title
- Notification Type
- System Actions: Used by the system to send out messages to selected users when specific, pre-configured actions happen on the system
- Custom Templates: Custom templates can be used by users by using the Mail / SMS module & the Mobile notifications module
- Triggered when
- Specific conditions are met, which activate automatic message sending using System Actions.
- Define when this action must be triggered. A full list of triggers is listed in this DOC.
- When selecting the trigger, a full list of variables listed for this trigger
- Send as
- E-Mail Message
- SMS Message
- PUSH Notification
- E-mail subject
- E-mail template
- SMS Template
- PUSH notification Title
- PUSH notification templates
When you finish the adding / editting of relevant details, click on ‘Add notification’ or ‘Edit Notification’ to save to the system
