Rules can be designed to send email notifications after certain actions have been triggered. To customize the templates used for these emails, you can update the notification system settings. Notifications can be defined for all objects, all custom objects, or a specific system or custom object.
See Specifying Actions for Custom Action Rules and Defining Settings for Scheduled Action Rules for more information about creating and editing rules to send notifications, as well as defining recipients of notifications.
Users must be given the appropriate rights to view, edit, create, and delete notification templates. For details, see the Rights for End-users appendix.
For notification templates that will be defined only for a custom object, the custom object must be created before creating the templates.
1.Click the Admin tab. 2.Click Admin Settings under the tab bar. 3.Click Notifications in the left pane. The page of notification templates opens. Click the following table column headers to sort the list of notification templates: Name, Active, Description, Defined for.
4.To open a notification template, click its link in the Name column. |
1.Click the Admin tab. 2.Click Admin Settings under the tab bar. 3.Click Notifications in the left pane. 4.Select one of the following options: oTo create a new notification template, click the New button. oTo edit a notification template, click the Edit icon next to the record that you want to edit. The notification template opens to its General page.
5.On the General page, enter or edit the appropriate information. See the Admin Settings - General Page fields table for more information. Fields with an asterisk are required and must be completed before you can save this record.
6.Click the Email Definition link in the left pane. 7.On the Email Definition page, enter or edit the appropriate information. See the Email Definition Page fields table for more information. Fields with an asterisk are required and must be completed before you can save this record.
8.Select a save option. |
Field
(* = required)
|
Description
|
*Name
|
The name of the notification template.
|
*Key
|
Uniquely identifies a template. Notification templates cannot have the same unique key.
This key can be used to retrieve the template in a custom action rule through the notification API. It can also be used to identify the template in a custom design for use at the global level and at the object definition level.
After you save the notification template, the unique key appears as read-only text and you cannot change it.
|
Is active?
|
The active status of the notification template. An inactive template will not show up as a selection option anywhere, such as in Admin Settings, object definitions, rules, etc. If a template that is associated with a rule or action is deactivated, the template notification will continue to use the deactivated template.
|
Description
|
A description of the notification template. Limited to 250 characters.
|
*Defined for
|
The object type the notification template is defined for. Available selections in the drop-down menu are All Objects, All Projects, and individual system or custom object types.
|
|
Field
(* = required)
|
Description
|
*Subject line
|
The subject line of the notification template. Limited to 250 characters. Supports Object Navigator variables.
|
*Body
|
The body text of the notification template. Limited to 250,000 characters. Supports Object Navigator variables.
You can use the editor buttons in this field to format the email body text as you desire.
Click the Select Field link under the Body field to show the Object Navigator button. The Object Navigator button opens a pop-up menu that displays the objects whose fields can be inserted into either the Subject line or Body of notification templates. This is determined by which field the text cursor was last active in when the Insert button is clicked. The objects available in Object Navigator are determined by which objects the template is defined for. In the Admin Settings pages, the object fields will be depicted in the text as variables, such as ${currentUser}.
|
|
Important: The Object Link > Share URL value in Object Navigator will not display properly in notification emails if the Login URL setting in the General page of Admin Settings is not defined properly.
1.Click the Admin tab. 2.Click Admin Settings under the tab bar. 3.Click Notifications in the left pane. 4.Click the link in the Name column of the desired notification template. 5.Click the Copy button. The notification template editor opens with the contents of the copied notification template. The exceptions are the Name field, which is set to "Copy of [original template name]", and the Unique Key field, which is set to blank.
6.Edit the appropriate information on the General and Email Definition pages. 7.Select a save option. |
1.Click the Admin tab. 2.Click Admin Settings under the tab bar. 3.Click Notifications in the left pane. 4.Click the link in the Name column of the notification template you want to print. 5.Click the Printable View button. |
