Create Notification#

Notification.Create

Notification.CreateTemplate

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.

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.

Table: Configurations for Email Notifications

Create the Notification as explained above.

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