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Notifications

JustWare allows administrators to set up notifications to alert and remind users and administrators of changes that have happened in JustWare.

Note: With the Notification Tool, you can set up the notification email that will be sent. This tool does not send the email. A notification email will be sent by a business rule. See "Business Rules" for more information on business rules and how to use it to send notification emails.

As opposed to just setting up a reminder for an event, notifications can be used for multiple reasons and have a variety of datasources which can be specified in the Notification Datasource snap-in. For example, notification emails can be sent when the case status has been changed, when a new case involved person has been added, etc.

Notifications will also allow administrators to CC email addresses to a notification, which can be used to keep a record of all emails that have been sent out as notifications.

The Notification tool in System Administration contains the Notification Datasource snap-in as well as the Notification Template snap-in.

Finding the Notifications Tool

In the Administrative Tools group of the Explorer toolbar, click System Administration.
Select Tools | Notifications.
The Notification tool appears, which includes the Notification Datasource and Notification Template snap-ins.

Notification Datasource Snap-in

The Notification Datasource Snap-in specifies the Datasources created that will be used for the notification emails. Three Datasources are provided as part of JustWare for notifications, one for case based notifications, one for event based notifications, and one for case attribute based notifications. Administrators can create new Datasources as needed.

Note: Creating a Datasource requires a basic knowledge in SQL server, as a SQL string is needed to create the Datasource.

To create a new notification datasource, navigate to the Notification Datasource snap-in and add a new record.
Select or type all required (indicated by an asterisk) and relevant data for each available field in the Notification Datasource snap-in:

DatasourceName: Type a name for the Datasource.
Datasource: Enter the SQL select string that will specify the Datasource.
DatasourceHelp: This field is available for you to type a description of the Datasource to help you remember what is in it. For example, you could specify what fields are in the Datasource, such as event type and case status.

Save the session.

Notification Template Snap-in

The Notification Template snap-in will allow administrators to set up the template to be used for notification emails.

To create a new notification template, navigate to the Notification Template snap-in and add a new record.
Select or type all required (indicated by an asterisk) and relevant data for each available field in the Notification Datasource snap-in:

Template Name: Type a name for the template.
Template Datasource: Select the Datasource from the dropdown menu. Only Datasources created and listed above in the Notification Datasource snap-in will appear in the dropdown menu. This field is optional.
Default CC Address: Enter in an email address that will be CC on all notification emails that use this template. This will allow you to keep a record of all notification emails sent by JustWare.
Subject: Enter the subject desired for the notification email.
Template: Type the body of the email that will be sent as a notification.
Created By: A read-only field that lists the creator.
Created On: A read-only field that lists the date of creation.
Last Modified By: A read-only field that lists the modifier.
Last Modified On: A read-only field that lists the date of the last modification.

Save the session.

With the datasource and Notification Template created, you will need to configure the template to be used in the Business Rules Manager.