Adding a notification definition

In the Workspace module, the Notification Definitions tab displays a list of notification definitions and associated information for each. Defining a notification enables you to augment out-of-the-box system notifications with organization-specific notifications. Users cannot subscribe to these custom notifications in the same way they can subscribe to system notifications; however, users can specify a set of recipients.

You can create custom notifications for several types of events; for each type, you can select a trigger from a list of available triggers that defines the action whereupon the notification is sent. A notification can only have one trigger. If you want to configure notifications to fire based on several actions, you must create multiple notifications. For example, you can create a notification that is sent any time a log (such as a risk or issue) is escalated. The available notification types and associated triggers are as follows:
  • Investment This type can use the following triggers: On Add, Delete, Move, Schedule, Task Plan Check In, Resource Substituted, or Update.
  • Investment This type can use the following triggers: On Add, Assign, Delete, Escalate, or Update.
  • Work Item This type can use the following triggers: On Add, Delete, or Update.
  • Workflow This type can use the following triggers: On Approved or Rejected.

Once you define the notification type and trigger, you can further define the notification details, such as the investment to which the notification is associated, recipient list, criteria, and so on. You can create, delete, edit, and copy definitions. Copying a definition is useful if you want to create a new one that is similar to an existing one. You can copy the first definition and edit it to make the new one.

To add a notification definition

  1. Open the Workspace Workspace Module module.
  2. Select the Notification Definitions tab.
  3. Click New Definition.
  4. In the New Definition dialog box, select a notification type and the trigger by which a notification is sent. Click OK.
  5. Name the notification, add a description, and set its priority.
  6. Select Definition Active to start sending notifications based on this notification definition.
  7. On the Investment Types tab, you can choose the types of investments and the location of these investments in your organization's investment tree for which notifications will be sent.
  8. On the Criteria tab, you can define a filter to narrow down the investments identified in the Investment Types tab for which notifications will be sent.
  9. On the Recipients tab, select the users, security groups, or security roles who will receive the notification and click Add.
  10. On the Template tab, enter the notification's subject line in Title. Add custom attributes into the message body and subject line. Choose an attribute from the Insert Attribute drop-down and then click Into Template (for the message body) or Into Title (for the subject line). Click Into Template next to Insert URL Link to insert the URL of the summary view for the investment type from which the notification is sent.
  11. On the Mashup Event tab, you can link the notification to a Serena Business Mashups. Select Send Mashup Event, type a name for the event, and enter the URL for the location of the Serena Mashup Manager that will process the event.
  12. Click Save Save.