Defining notification templates

Note: Not applicable if you are using Infor Learning Management.

Notification templates are associated with a recipient category, a text, which is an email template, and one or more rules determining when the notification is triggered.

  1. Select Development Planning > Set Up > Notifications > Templates.
  2. Click Create.
  3. Specify this information:
    Effective Date

    Specify the effective date.

    Notification Template

    Specify the name of the notification template.

    Description

    Specify a description for the notification template.

    Recipient Category

    Select the recipient category associated with the template.

    Active

    The template is active by default. To inactivate the notification template, clear the check box. Inactive notification templates are not displayed in lists.

  4. Click Save.
  5. To define a template text, click Create. See Defining notification text for Development Planning notifications.