Business Integration Solutions documentation

How to: Build a notification using the wizard

Use this task to learn about the preferred way of building a notification using the wizard. Once the wizard creates a notification, you can make additional changes to the notification pipeline and element properties.

To build a notification using the wizard:

  1. Go to Departments > Business Integration Solutions > Notification Management > Design > Notifications.
  2. On the Notification page, select New.
  3. Fill in the following fields on the Create New Notification wizard:
Field Description
Code Identification of the notification.
Description Short description of the notification.
How do you want to create this Notification? New: Create a new notification using the wizard. The wizard guides you through creating the notification. From a Template: Create a new notification based on a predefined notification template. Blank: Create a new notification by configuring all settings manually.
Table Name Select the table on which the notification is based.
  1. To use the wizard, select New in the third field and select Next.
  2. On the Document Lines page:
    • Select related tables using the Add Tables action.
    • Select fields using the Add Fields action.
    • Based on the chosen table, add fields to the document. Specify at least the sender, recipients, and the information needed for the subject and email body.
  3. Select Next.
  4. Based on the defined document, fill in the following header fields:
Field Description
From Specify the sender of the email. You can also add a constant value, for example, "info@cronusinternational.com".
To Specify the recipients of the email.
Cc Specify additional recipients of the email.
Subject Specify the subject. You can also use expressions.
Report Name Use the Attach Report action and select the report to attach.
  1. Select Next.
  2. Use the HTML editor to define your email body. You can paste HTML code directly into the source. Save and compile before continuing. For more information on how to work with the editor, see CKEditor.
  3. Select Next.
  4. Fill in the following fields:
Field Description
Trigger Specify how this notification triggers. If you choose a Record Change Event, specify the fields on which the Record Change Event reacts. If you choose a Timer Event, define the recurrence. A job queue entry is created.
Filter Specify a filter on which the record set is generated.
  1. Select Next.
  2. Specify the settings for the SMTP server.
  3. Select Next.
  4. Select Finish to confirm the notification.

Once the notification is created, you can always make additional changes to it.