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erp-manual:cloud:settings:notify-alarm

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erp-manual:cloud:settings:notify-alarm [2020/04/16 08:40]
krishnad
erp-manual:cloud:settings:notify-alarm [2024/05/01 06:09] (current)
Varun Nagrecha
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- ====== Notification Alarm ======+ ====== Create New Notification Alarm ====== 
 + 
 + ===== Start ====== 
 +  * Click on Notification Alarm Menu and then click on Create New button 
 + 
 + ===== Components of Notification Alarm ===== 
 +  * Header 
 +  * Save Document 
 + 
 + 
 + 
 + ===== Header ===== 
 + 
 +{{popup<erp-manual:cloud:sales:soheaderview.png?400}} 
 + 
 +**Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: 
 + 
 +    * **Alarm Title**: Provide the title of the alarm. 
 +    * **Target Document**: Select the target document of the alarm. 
 +    * **Owner Email Sub**: Provide the subject for the notification email. 
 +    * **Owner Email TPL**: Provide the template for the notification email. 
 +    * **Report Template**: Provide the report template. 
 +    * **Alarm Frequency**: Specify the frequency for the alarm. 
 +    * **Notify Owner**: To notify the Alarm Owner, set this toggle button as true. 
 +    * **Attach to Task**: To create a task in alarm log, set this toggle button as true. 
 + 
 +{{popup<erp-manual:cloud:sales:soheaderedit.png?400}} 
 + 
 +**Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. 
 + 
 +**Step 3**: Select the Alarm Owner for the alarm. The Alarm Owner will get the notifications about the alarm. 
 + 
 + 
 + 
 + ===== Specify Alarm Condition ===== 
 +   * In Specify Alarm Condition section, in search criteria, criteria's are added as per the target document which is selected. 
 +   * In Specify Store Procedure Name, If Alarm Condition not selected then can select DB Store Procedure. If Alarm Condition and DB Store Procedure both are not selected then select Specify Event Type, In this select the event which needs to be done.  
 +   * For Example: when a task is allocated to a particular user the send a notification to a user so select Share User form the drop down list.  
  
-    To access Notification Alarm, Go in Settings and select "Notification Alarm" or click on the icon of Notification Alarm. 
-After the screen opens 
-{{ erp-manual:cloud:settings:searchscreen.png?500 }} 
-   * By clicking on the button Create Alarm, the Alarm is created and the screen of Alarm is opened. In the screen, Location Name , Location Code has to be added. 
-{{ erp-manual:cloud:settings:fullscreen.png?500 }} 
-   * If pressed Shift + * then Location Type option can be seen in the drop down list. Based on the Location Name and its code the location type is selected. If the location type is not selected then the location will not be saved. 
-{{ erp-manual:cloud:settings:locationtype.png?500 }} 
-   * If pressed Shift + * then the Location Group options can be seen in the drop down list. Based on the location Name, code and Location Type the Location Grup is selected. If the Location group is not selected then the location will not be saved. 
-{{ erp-manual:cloud:settings:locationgroup.png?500 }} 
-   * If Active Toggle Button is used to show if the location is active or not. If the location is not active the toggle button is be displayed as no. 
-   * Show on App Toggle Button is sued to so that a suer can select whether the location will be displayed on the application which is sued on Mobile phones. If yes then it will be displayed on the application. 
-   
erp-manual/cloud/settings/notify-alarm.1587026406.txt.gz · Last modified: 2020/04/16 08:40 by krishnad