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Create a notification rule

Task
Module
Administration
Menu path
Yönetim › Özelleştirme › Genel › Uyarı ve Bildirim Yönetimi › Bildirim Kuralları (Administration › Customization › General › Alert and Notification Management › Notification Rules)
Screen route
/alerts?sekme=kurallar
Required permission
alerts.edit
Prerequisites
  • The recipient roles or users are defined; the recipient has permission to view the document (otherwise no notification is sent).

A notification rule lets a document event notify people through the installation's own rule instead of a notification hard-coded in the software. If several rules notify the same person of the same event, the person receives a single notification.

Steps​

  1. On the Yönetim › Özelleştirme › Genel › Uyarı ve Bildirim Yönetimi (Administration › Customization › General › Alert and Notification Management) screen, switch to the Bildirim Kuralları (Notification Rules) tab and click Yeni Kural (New Rule).
    Open screen/alerts?sekme=kurallar
    Notification Rules tab
    1. 1New Rule
    2. 2Document and event
    3. 3Responsibility, role, user
    4. 4In-app / in-app + e-mail
  2. 1 · Ne olunca (When): enter the Kural adı (Rule name), and select the Belge (Document) and the Olay (Event).
    SelectOlayValue: Mal çıkışı kaydedildi
  3. 2 · Kime (To whom): check the Belgenin sorumlusu (Document owner) boxes (e.g. Siparişin satış temsilcisi — The order's sales representative); if necessary, add roles from Roller (Roles) and users from Kişiler (People).
    CheckSiparişin satış temsilcisi
  4. 3 · Hangi koşulda (Under which condition): to narrow the notification to specific values (e.g. Depo (Warehouse)), check those values. If none is selected, it applies to every value.
    CheckMamul Deposu
  5. 4 · Nasıl (How): if you also want email, check E-posta da gönder (uygulama bildirimine ek olarak) (Also send email, in addition to the application notification); Değişikliği yapan kişiye gönderme (Do not send to the person who made the change) is on by default. Read the Özet (Summary) on the right and click Oluştur (Create).
    ClickOluştur
    New Notification Rule — when, who, condition, how
    1. 11 · Document
    2. 2Event
    3. 32 · Who — responsibility, role, user
    4. 43 · Condition — warehouse
    5. 54 · How — e-mail, exclude actor, active
    6. 6Summary
Result
The rule appears in the table as Aktif (Active). Each time the event is recorded, a notification is sent to the recipients; the rule is added under its own name to people's Bildirim Tercihleri (Notification Preferences) list.

What you need to know​

  • When the document changes, the event, responsibility and condition are reset; roles and people are kept.
  • "En az bir alıcı seçin — sorumluluk, rol ya da kullanıcı." (Select at least one recipient — responsibility, role or user.) — a rule without recipients is not saved.
  • The channel selected here is the default that applies if the person has no preference; the person can change their own preference.
  • To pause the rule temporarily, set it to Kural pasif (Rule inactive) instead of deleting it: deleting also deletes people's preferences for this rule.
  • Approval and time alerts do not come from this tab but from Onay Şablonları (Approval Templates) and the Uyarılar (Alerts) tab.