Notifications in Sage X3 are used to send alerts to users. If users don’t want signature workflow and only want to get alerts via email, creating notifications becomes a better option because notifications do not include the approval process. User can get alerts if any of the record is creation, modified, or deleted. We can create notifications for any objects-based transactions. Notifications in Sage X3 have a limit of two users who can receive the alerts, we can add an execution condition to trigger the notification.
Below are the steps to create a notification in Sage X3.
Navigate: SETUP -> WORKFLOW -> NOTIFICATIONS
Once we open the notification screen, we will be able to see it as shown in the below figure.
If we create a notification for an object, a workflow gets created in the background with the same details we put in the notification screen. The workflow which gets created in the background has the same name we put in the notifications workflow code.
Notifications have the below four event type which we can change as required.
- Object
- Function entry
- Report
- Task end
Event type defines when the notification is to be triggered. It can be set to ‘object’ if we want alerts for object-based transactions. It can be set to ‘function entry’ if we want to trigger a notification when a function is executed. It can be triggered if a report is printed and also when a task is ended. For example, we can get alerts when a batch task is completely executed.
In the above example, we have created a notification that will run on the ‘object’ event type for purchase order. Therefore, we have added the object code of the purchase order in the code field.
As shown in the above figure we can see that we have options to trigger workflow on events i.e., creation, modification, deletion, and return.
We can also set the triggering of notification on the basis of execution conditions. That means if the execution conditions added are satisfied then only the notifications will get triggered.
As discussed above, we can set only two users to get the alerts in notifications server.
Just below the users field we have a message section which includes the subject of the email and the message body.
Click on Create once all the fields are filled as needed and validate the notification. Once the notification is created, we will be able to see a workflow gets automatically created in workflow rules with the same workflow code.
To check the workflow, navigate SETUP -> WORKFLOW -> WORKFLOW RULES.
As we can see in the above figure the workflow rule is created with the workflow code of notification. The event type is set to object and the event code of the purchase order is set with the operation of creation and modification.
The execution condition added in the notification is carried here in the header condition of workflow rules and the message body is also been carried from the notification to the workflow rule message section. The two users added in the notification are carried here in the recipient’s tab in the workflow rule.
Kindly note that we are able to make the changes in the workflow rule which is created from notification but once we make the changes the original notification will get deleted from the notification window.
Hence, when the purchase order is created or modified the users will get the alerts through the notification server.
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