Notifications in Sage X3

By | February 22, 2021

Notifications in Sage X3 are used to send alerts to users. If users don’t want signature workflow and only wants to get alerts via email, creating notifications becomes a better option because notification does not include 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 has limit of two users which can receive the alerts and also, we can add 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 background with the same details we put in notification screen. The workflow which gets created in background is with the same name we put in notifications workflow code.

Fig: Notification Window

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 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 which will run on ‘object’ event type for purchase order. Therefore, we have added the object code of purchase order in code field.

Fig: Execution condition

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 condition. That means if the execution conditions added are satisfied then only the notifications will get triggered.

Fig: Users and Message Body

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.

Fig : Workflow Rules

As we can see in the above figure that workflow rule is created with the workflow code of notification. Event type is set to object and event code of purchase order is set with operation of creation and modification.

The execution condition added in notification are carried here in header condition of workflow rules and the message body is also been carried from notification to workflow rule message section. The two users added in notification are carried here in recipients tab in workflow rule.

Kindly note that we are able to make the changes in the workflow rule which is created from notification but once we do the changes the original notification will get deleted from 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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