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erp-manual:cloud:settings:notify-alarm

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erp-manual:cloud:settings:notify-alarm [2020/04/20 14:28]
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 ======
  
-    To access Notification Alarm, Go in Settings and select "Setup Notification Alarm" or click on the icon of Setup Notification Alarm. + ===== Start ====== 
- =====After the screen opens===== +  * Click on Notification Alarm Menu and then click on Create New button 
-{{ erp-manual:cloud:settings:alarmsearch.png?500 }} + 
-   By clicking on the button Create Alarm, the Alarm is created and the screen of Alarm is opened. In the screen, Alarm Title, Target DocumentOwner email SubOwner Email TPL, Notify Owner, Report Template has to be added. Alarm Owner needs to be added+ ===== Components of Notification Alarm ===== 
-{{ erp-manual:cloud:settings:alarmfull.png?500 }}+  * 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 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.     * 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.     * 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. 
-{{ erp-manual:cloud:settings:alarmcondition.png?500 }}+ 
erp-manual/cloud/settings/notify-alarm.1587392916.txt.gz · Last modified: 2020/04/20 14:28 by krishnad