Custom notifications: tell chosen people when a condition is met
A custom notification is a rule you set: when a kind of event happens and your conditions are true, send a message you wrote to the roles or users you choose. Some rules are checked once a day.
The standard messages (Message templates: e-mail, in-app and SMS wording) go to the people the event concerns. A custom notification lets you add your own rule on top: for example, "tell the accountant when a customer's outstanding goes above a limit" or "tell the manager about cheques that fall due". You choose the kind of event, the conditions, the people and the wording.
The page
Open Custom notification template (menuCustom Notification Template). Each row is one rule: the Name of the rule, its service, who created or last changed it and when, with edit and delete.
Add a rule
1
Open the form
Who
Administrator or accountant
Where
Add
What changes
Add custom notification template opens.
2
Name it
Where
Name
What changes
A short name you will recognise in the list.
Needs
Required.
3
Choose the event
Where
The service box
What changes
Only the kinds of event that allow your own rules are offered. The boxes that follow change with the event.
Needs
Required.
4
Choose who is told
Where
Roles/Users, and Party where it is offered
What changes
Everyone with a chosen role, or the chosen users; and, for an event about a customer or supplier, the parties it applies to.
5
Set the conditions
Where
Condition field, Operator, Value, then Add more condition
What changes
The rule fires only when every condition is true. The fields offered depend on the event.
