Notifications

You create notifications to send an email to recipients each time the status of a record changes. For example, you can send a notification to management whenever a purchase order is issued. To send notifications, you first create notification content and then create the notification requirements.

You can create notifications for most business objects. If a business object is configured to allow status change notifications, then its record has a Notifications tab with a Status Change Notification section. You first create the notification content, which specifies which message and attachments are sent out as the notification. Then, you create notification requirements to specify recipients of the notification.

For example, you need a process for purchase orders. You create notification content that states A purchase order for $340 has been created for a new printer and requires approval. You attach a standard terms and conditions form with the notification content that must accompany all purchase orders. Then, you create a notification requirement for purchase orders. You define the requirement so that any purchase order with a status change from Draft to Needs Approval must be sent to the manager of the person who created the purchase order.

Users can opt out of receiving notifications in their profile record. Users can also subscribe to notifications from the record that they want to receive notifications about.