---
alias: user-guide-create-notification
tags:
- notifications
description: "Create notifications by defining details, assigning recipients, and setting visibility filters for timely alerts"
---

# Create Notification

:lock: Notification.**Create**

:lock: Notification.**CreateTemplate**

:lock: Notification.**CreateFromTemplate**

## Overview

This **Business Data** entity is used to create a **Notification**. You can also create a template using a similar procedure and use a template to create a new object. This selection is done in the main entity menu.

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **notifications** module is properly licensed in the system.

## Sequence of Steps

### Step 1: Create Notification

1. Enter the notification **Name**. This field can be left empty if there is a **Name Generator** configured to provide unique names automatically.
2. Select the notification **Type**. The list of possible values is taken from the lookup table **Notification Type**.
3. Enter a **Title**. It is possible to add hyperlinks to objects using the following syntax:

      * Unversioned entities:
        * `[Entity Type Entity Name]`. For example, the title: **Material [Material Lot1] was put on hold for reason [Reason Reason1]** will create two hyperlinks - one for **Material** Lot1 and another for **Reason** Reason1.

      * Versioned entities:
        * `[Entity Type Revision Name]`. For example, the title **[ProductRevision Product1 [B]]** will create a hyperlink to **Product** Product1 **Revision B** with the **Default** version.
        * `[Entity Type Revision and Version Name]`. For example, the title **[ProductRevision Product1 [C.2]]** will create a hyperlink to **Product** Product1 **Revision C** with version **2**.

        !!! note
	          For more information, see [Revisions](../../general/revisions/index.md).

4. Optionally, enter the details using the **Rich Text** editor.

    !!! note
        In the **Details** field you can also use the same syntax structure as above to create other/additional hyperlinks.

5. Select the severity of the **Notification**. The severity is taken from the lookup table *NotificationSeverity*. The generic table *NotificationSeverity* configures the behavior for the different **Notification** severities defining the colors and display mode of the **Notification**.
6. Select the type of assignment:
      * **Everyone** - for every Employee
      * **Employee** - for a particular Employee
      * **Role** - for a particular Role
7. Specify whether an email should be sent to the assigned party.
8. Optionally, specify a distribution list that will receive an email notification.
9. Optionally, define the type of visibility filter to be applied: None, Area, Facility, Resource, Step. Visibility filters can be used to filter the **Notifications** to be displayed in the **Notifications** window according to the user's Employee Workgroup. All the **Notifications** for an Employee regardless of their visibility, will be accessible in the *My Notifications* page.
10. Optionally, define additional context for the **Notification**, which can also be used for visibility filtering. Some contexts are mandatory, based on the defined visibility:
    * **Facility**
    * **Area**
    * **Resource**
    * **Step**
    * **Material**
11. Define the Clearance mode:
    * *ManualEveryUser* - every user must clear it.
    * *ManualSingleUser* - the first user will clear it for everyone.
    * *Automatic* - the notification will be cleared by the system when the Valid To date/time is reached.
12. In *Valid To* define the date up to which the clearance is valid. This field is mandatory for ManualEveryUSer and Automatic, but optional for ManualSingleUSer.
13. Select **Create** to complete the operation.

![create_notification][create_notification]

!!! info
	  Depending on the Future Actions configuration, the **Material** may be put on hold.

!!! note
	  Specific configuration entries must be filled so that the **Notification** can be delivered properly via email. To configure this feature, start by editing the following configuration options for `/Cmf/System/Configuration/Mail` (values listed as an example):

| Configuration Path |Value|
|-----|-----|
| LocalSupport              | `Local Support Team` |
| Credentials/UserName      | `username@outlook.com` |
| Credentials/UserPassword  | `********` |
| EnableSSL                 | `true` |
| From                      | `username@outlook.com` |
| Port                      | `25` |
| SMTP                      | `smtp-mail.outlook.com` |

Table: Configurations for Email Notifications

!!! info
	  More information can be seen in the [Configuration](../../administration/configuration.md) section of the user guide.

Create the Notification as explained above.

![create_notification_email_example_step_one][create_notification_email_example_step_one]

When the notification is sent, an email will be received in the configured address.

![create_notification_email_example_step_two][create_notification_email_example_step_two]

[create_notification]: images/create_notification.png
[create_notification_email_example_step_one]: images/create_notification_email_example_step_one.png
[create_notification_email_example_step_two]: images/create_notification_email_example_step_two.png