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- Open the File Cabinet by selecting File Cabinet in the Administration menu.
- Select a Notifications branch in the File Cabinet navigation pane for the folder/document type on which the Notification will be based. Notification branches are present for all Folder Types and Document Types defined in the system, except for Digital Resources. Expanding the notifications branch will display any previously defined notification routines for the folder/document type.
- Click New (
) and select Notification. The Notification routine editor will be displayed in the File Cabinet window display pane.
- Type the subject of the Notification Message Subject field. The subject can include up to 32 alphanumeric characters. The Message Subject will be displayed in the subject line of sent notifications, and once the notification is saved, will also be used as the notification routine's Name in Notification branches of the File Cabinet window.
- Type the text you want to include in the notification body in the Message field. This is the information you want recipients of the notification to read.
- Select either the Added, Updated, or Deleted radio button in the Condition tab. This will instruct the Virtual Ticket system to process the notification routine whenever record information for the selected folder/document type is added, updated, or deleted in the system.
- OPTIONAL: Add additional restrictions to the condition by clicking the Condition Editor button (
) in the Condition tab and defining the logic for the condition. If no condition is defined, the condition will read "None". If a condition is defined, a notification will only be generated when the specified add, update, or delete event takes place in the system AND the event matches the condition specified herein. - Select the Recipients tab and check the Notify checkbox for each user and group who you want to receive the notification. If a group is selected, the notification will be delivered to each user who is a member of the selected group. Notifications will be delivered to all selected users (and users belonging to selected groups) unless they are excluded by additional restrictions on recipients.
- Optional: Define additional restrictions on recipients by clicking the Condition Editor button (
) in the Recipients tab and defining the condition logic. The condition defined for additional restrictions on recipients is evaluated against each recipient selected above. Only if the condition evaluates to True for a recipient will they receive the notification. - Optional: Click the "Show confirmation prior to delivery" checkbox to display a notification Confirmation window to users responsible for triggering the notification. The Confirmation window will appear prior to notification delivery, and allows the user to modify the notification's subject, message, and recipients (or cancel the notification entirely) prior to delivery.
- Click Save (
). This will save the notification routine to the database and display its name in the corresponding Notifications branch of the File Cabinet.
