To set up notifications, follow these steps to configure the necessary settings and ensure accurate delivery to the intended recipients.

Start by creating a record in the [Notification Master] section:

1. Navigate to the [Notification Master] section.

   <aside> 📢 Important: Access to this section is controlled by the system [Access to [Notification master]] (CanManageNotificationMaster). By default, access is available only for the [System administrators] role.

   </aside>

   <aside> 💡 Note: By default message processing through the queue is enabled. To disable it, set the [Enable Delayed Queue Notification Master] (EnabledLazyQueueNM) system setting to [No].

   </aside>

2. Click the [+New] button in the [Notification Master] section, or open an existing settings record to set up a new notification.

   

3. The [Notification master] page consists of several functional areas:

   <aside> 💡 Note: There are different tabs depends of notification channel.

   </aside>

   1. General Information: Select the system section to which the notification will apply.

   2. Conditions: Define the criteria that must be met for the notification to be sent.

   3. Time: Schedule the notification delivery time.

   4. Channel: Choose the preferred notification channel.

   5. Recipients: Identify the notification recipients.

   6. Logs: Review the delivery status of sent notifications.

   7. Reminders: View the history of sent reminders.

      

To Top

Setting up General information

To configure the general information, enter the notification name, and activate the record, fill in the fields on the [Notification Master] page:

• Name: Enter a custom name for the notification.
• Object: Choose the system section to which the notification will apply.
• Active: Indicate whether this rule is active by checking the box.

To Top

Setting up Conditions

Define the criteria that records must meet for the notification to be sent. The system will verify these conditions just before dispatching the notification, ensuring that, at the scheduled time, it checks for records that fulfill the specified requirements.