Saving a notification

Use this procedure to save a new or modified notification.

  1. Go to Save of the Notification wizard.
  2. Specify this information:
    Specify the name of the Notification. The name should be short because long names can cause devices to truncate information.
    Specify a description of the Notification. This description provides details about the notification.
    Home Page Group
    Select the group on the main notification page to place it in. Select from one of the existing groups using the list or type in a new group name.
    Specify the instructions a description of why the user was sent this notification, how to use the information contained in it, and what the next actions should be.
    Select the status or statuses for the notification. The status indicates the handling of the notification.
    When this trips it is
    Select which of these conditions is true when the notification is triggered. The condition is displayed on the notification page.
    Share With
    Specify with whom sharing privileges are being given to. The options are:
    • No one
    • Everyone
    • Select/View Users and Groups
  3. Click More Details to access more information about the notification. In some cases, you can modify selections and add to sections.
    • Enabling: Controls when a notification is re-enabled after it trips.

      For example, you might want a standard report on a schedule to re-enable itself immediately, but you might want to re-enable a notification that you have hit your quarterly sales goal only after the beginning of the next quarter.

    • Reply-To Email Address: Gives the recipients of the email notification the ability to reply to the email. Specify the email address of the person that the replies should go to.
    • My Selections: Displays the shopping basket of items you worked with or created while working on this notification.
    • My Files: Displays any file links that you added as part of this notification. Click the Add/Edit link at the top right of this section to modify this content.
  4. Use Parameters to provide descriptions for the parameters that can be passed to the notification. Provide the minimum number of parameters and that, where possible, data tables take parameters from other tables so the user does not have to provide the same parameter multiple times.