Customizing System Notifications

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Navigation: TeamConnect User Interface > Enterprise Administrator Help > System Administration > Working with Admin Settings > Notification Settings

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In the System Notifications section, you can specify which notification templates are sent in place of the default system notifications. This section lists general actions performed by objects that send system notifications. Beside each action is a drop-down list of available notification templates for that action.

Templates that are customized at this level will be used by all objects that perform the relevant action unless another notification template is selected in an object definition, which supersedes these settings.

System Notifications Actions

The following list contains the types of email notifications. Updated the field in the System Notifications section to send a custom notification template instead of the default system notification. Examples of the default template text are included in the table below.

•Set as an assignee—The notification that users receive when assigned to a record.

•Workflow approval request—The notification that users receive when assigned as the approver of a request.

•Workflow approval notice—The notification that users who complete an action that created an approval request receive when another user approves the request.

•Workflow rejection notice—The notification that users who complete an action that created an approval request receive when another user rejects the request.

•Workflow review request—The notification that users receive when assigned as a reviewer of a request.

•Workflow expiration notice—The notification that approvers receive to remind them that an approval request is about to expire.

•Workflow review completion notice—The notification that users receive when a review they requested is complete.

Action	Email Subject Line	Email Body Text
Set as an assignee	New Dispute assignment: DISP-000001-DisputeTest	* Please do not reply to this message * John Smith at TeamConnect Legal 4.0 has assigned you to a Dispute: DisputeTest
Workflow approval request	The request "Post Invoice T1 for 1000.00 USD" is awaiting your approval	* Please do not reply to this message * Request: Post Invoice T1 for 1000.00 USD Requested By: Smith, John Requested On: 7/8/16 Due On: 7/15/16
Workflow approval notice	The request "Post Invoice T1 for 1000.00 USD" has been Approved	* Please do not reply to this message * Request: Delete Record John's Law Firm Requested On: 7/9/16 Completed On: 7/9/16
Workflow rejection notice	The request "Post Invoice T1 for 1000.00 USD" has been Rejected	* Please do not reply to this message * Request: Post Invoice T1 for 1000.00 USD Requested On: 7/8/16 Completed On: 7/8/16
Workflow review request	The request "Post Invoice T1 for 1000.00 USD" is awaiting your review	* Please do not reply to this message * Request: Post Invoice T1 for 1000.00 USD initiated by Smith, John on 7/8/16 Comments: Please expedite this request; Frank Johnson can help if necessary.
Workflow expiration notice	Expiration in the process "Post Invoice T1 for 1000.00 USD" requires your attention	* Please do not reply to this message * Request: Post Invoice T1 for 1000.00 USD Requested By: Johnson, Frank Requested On: 7/8/16 Event: Expiration Event Date: 7/8/16
Workflow review completion notice	The request "Post Invoice T1 for 1000.00 USD" has been reviewed	* Please do not reply to this message * Request: Post Invoice T1 for 1000.00 USD initiated by Johnson, Frank on 7/8/16 Reviewed On: 7/8/16 Comments from Johnson, Frank: This has been approved already by Sr. Mgmt