CIPAceTM Help

Add Notification Template

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Navigate Here: Click Utilities > Templates > Notification Templates; then click the Add icon

 

You can add a notification template on the Add Notification Template page.

 

Add Notification Template

 

To add a template, fill in the following fields:

 

The required fields are noted with an asterisk (*).

 

Page Name*: The page in the system that the template is associated with. A Notify button is placed at the bottom of that page. Browse and select a page by clicking the Lookup icon Magnifier.

 

Template Name*: The name of the notification template and it must be unique.

 

Description: The description of the template.

 

Default Template: This checkbox indicates if you want to make the template being added as default template of the page selected above.

 

To*/CC/BCC: The recipients of the notification template. Browse and select recipients by clicking the Add Recipients icon recipients on the right side of the box. The system will pop up a Lookup Recipients window, where you can select recipients for these fields: To, CC and BCC.

 

Send To*: You can also specify how the notification will be send to the recipients: To User Inbox in the system or To Email address. By default, both are selected.

 

Subject*: The subject of the notification template.

 

Message Text: The body of the notification template.

 

There are some variables associated with the selected page, which displayed at the bottom of the current page. You can add these variables into the Subject or Message portion of the notification template. To do this, place your mouse in the location of the Subject or Message text where you want to add the variable, and then click the variable link in the table below. The system will insert the relevant content when the notification is sent. For example, you can create a message as the following: The following task {task : task name} has been added to the system. The name of the task will be inserted into the string when the notification is sent to the recipients.

 

Click the Save button to add the new notification template. The system will then go to the Browse Notification Templates page.

 

Click the Cancel button to withdraw the current operation and return to the Browse Notification Templates page.

 

 

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