Notification Template
A notification template is the subject and the message of a notification, written once per language. It belongs to a screen, and the screen’s fields can be dropped into the text as tags.
What it is for
Pick the screen (Process Code): the screen’s fields appear as tags beside the composer. Click into the subject or the message and press a tag to insert it where the cursor is.
Each line of Notification Settings is one language. The message is written in the composer below the grid, which writes into the selected line; the grid itself hides the message text. Templates are named by Approval and Notification Rule.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Notification Template | The code that identifies the template. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | Its name. | Required. |
| Process Code | The screen the template is about. | Required. |
| Template Date | A date for the template. | Optional. A date. |
| Notes | Notes. | Optional. |
Notification Settings
Notification Settings: one line per language.
| Column | What it means | What to put |
|---|---|---|
| Language | The language of this line. Required. | Required. Pick from the list. |
| Subject | The subject. Required. | Required. |
| Template | The message. Written in the composer below. | Required. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
- Picked on these company setup screens: Approval, Notification Rule.
- Set up a new company - where this screen fits in the setup order.
If something looks wrong
- Nothing on this screen refuses a save beyond the required fields.