The Notifications module lets users create templates for different types of system notifications. Using the Notification module helps keep employees up-to-date and customers informed. After Notification templates are set up in this module, other Lucity modules must be configured to use the templates.
Common Tasks
To open the Notification Setup module, select System Configuration > Notifications.
Open the System Configuration >Notifications module.
Click the button. The Notification Setup form appears.
Enter a unique title for the notification in the Notification Label field. This is the name that will appear in related Notification pick-lists.
Select Email as the Notification Type.
Select the module in which this Notification will be used.
In the Recipient List field, enter the email address of each person who should receive the Notification. Separate addresses with a semi-colon (NOT a comma). "Blind cc" emails are not permissible. (That is, all email addresses will be visible to all recipients.)
Note: The designated recipients will receive this Notification EVERY TIME it is used—whether they are specified through the sending module or not.
Note: Many of the Lucity modules that send Email Notifications automatically determine the message recipient(s) based on module data; therefore, not every template must have a specified a Recipient List. However, a user can use the template's Recipient List field to identify people who wish to always receive a particular notification, regardless of the other recipients.
Enter the Subject.
Enter the Email Body.
Note: To add another line into the Email Body section, press CTRL+Enter.
Complete the CC Recipients, Sender Type, and Sender Email Address as needed.
Use the DocumentAttach box to mark whether you want Documents to the attached to the email.
Open the System Configuration >Notifications module.
Click the button. The Notification Setup form appears.
Enter a unique title for the notification in the Notification Label field. This is the name that will appear in relevant Notification pick-lists.
Note: It may be useful for the title to specify that this is a text message.
Select Email as the Notification Type.
Select the module in which this notification will be used. (The Notification will appear as a pick-list option in this module.)
Enter the email address of the pager or cellphone for each recipient in the Recipient List field. Below are two common vendors and their email configurations. For other vendors, consult the owner’s manual or visit the vendor's website.
Note: When entering multiple email addresses, use a semi-colon (NOT a comma) between each address.
Enter the message to be sent into the Subject line. Do not use the email body tab unless the recipient can view extended text in a single message.
Note: All other fields will be grayed out, as they do not apply to this type of Notification.
Click the button to save the Email Notification.
Note: The address format used in Step 6 should also be used in fields that Notifications automatically pull addresses from, like the Employee Email Address field.