# Create a notification rule

> Define to whom, under which condition and through which channel a notification is sent on a document event (e.g. the goods issue of an outbound delivery).

URL: https://erpdocs.corexlogic.com/en/ayarlar/islemler/bildirim-kurali-olusturma

- **Type:** 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).
   <!-- action: navigate · target: "/alerts?sekme=kurallar" -->

   ![Notification Rules tab](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/bildirim-kurallari.png)
   1. New Rule
   2. Document and event
   3. Responsibility, role, user
   4. In-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).
   <!-- action: select · target: "Olay" · value: "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).
   <!-- action: choose · target: "Siparişin 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.
   <!-- action: choose · target: "Mamul 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).
   <!-- action: click · target: "Oluştur" -->

   ![New Notification Rule — when, who, condition, how](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/bildirim-kurali-yeni.png)
   1. 1 · Document
   2. Event
   3. 2 · Who — responsibility, role, user
   4. 3 · Condition — warehouse
   5. 4 · How — e-mail, exclude actor, active
   6. Summary

**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.

## Related

- [Alerts and notifications](https://erpdocs.corexlogic.com/en/ayarlar/bildirimler)