Notifications feature configuration
To use the Notifications feature, it must be enabled and configured from the EmailPlus package. Certain schemas, including the Agile, EssentialSAFe, FullSAFe, and SolutionSAFesSchemas, come with the EmailPlus package already applied to them. The EmailPlus package includes a new Notification record type. For more information about EmailPlus records, see EmailPlus record types.
The Notifications feature is configured as part of the EmailPlus Configuration and can be found by selecting . Once EmailPlus Configuration is open, there is a new Notifications tab.
- Send Emails
- By default, EmailPlus is configured to send emails to users based on EmailPlus rules and subscription to a record. By unchecking this checkbox and checking the Send Notifications checkbox, you will enable the In-Application Notification feature. Instead of sending an email from the EmailPlus package, the In-Application Notification feature creates a Notification record for users that are subscribed to a record or that meet the EmailPlus rule criteria. For more information on how to work with Notifications, see the Notifications documentation.
- Send Notifications
- If the checkbox is selected, the Notifications feature will send In-Application Notifications. By default the box is unchecked.
- Expiration Enabled: Check this checkbox to delete Notificatiosn record that expired.
- Expiration Age (days): Set the number of days, 30, 60, 90, 180, or 365, as the age of Notifications that have expired to delete.
- Mention Template Name Select a template from EmailPlus Templates that you
configured for @ mention use. For more information about creating and configuring a
Mention template and rule, see EmailPlusTemplate record type.
To create the rule, navigate to MCurrentUserMentions and the value must be set to NotNull. After the rule has been created, you can then specify the rule in the Mention Template Name field. For more information about EmailPlus Rules, see Creating EmailPlus rules
. . The Mention rule must have a value criteria set to include - Groups who can submit Notifications/Alerts
- Add groups and or users who will have the privilege to send Direct Notifications. Users outside
this list cannot send Notifications.Note: The Alert feature is not yet implemented.