Notification and Rule Names
- Notification and rule names must be unique across all applications
and auxiliary tables.
- The notification name will appear in e-mails using templates with
$NOTIFICATION() template tag. For details, refer to
- For newly deployed workflows, several notifications and rules are
provided, and the names of each notification and rule are prepended with the
first letter of up to three words from the workflow name. You can remove these
prefixes as needed, but they do help organize your notifications and rules when
an application has multiple workflows.
- If you have an escalation that is supposed to stop when an item is
closed (moved to an inactive state), the termination rule could be ignored if
two transitions are executed in close succession (such as
Resolve and then
Close) because the escalation is being created and closed in
one notification cycle. In this scenario, consider adding a condition like
AND NOT Active/Inactive Is Equal to Inactive to the end of
your initial notification rule. This will cause the
Close transition to be used as a terminator, thereby ensuring
that the notification is not sent repeatedly.
E-mail Template Maintenance
To ease maintenance of e-mail templates, create a
base e-mail template that includes the most of the tags you need for all of
your notification e-mail messages. Use conditional tags in this base template
to customize the generated information based on whether the notification
relates to primary or auxiliary items, user privileges, and more. Use this base
template as much as possible, reserving new e-mail templates for situations
that cannot be handled by conditional tags and user settings. For details on
e-mail template tags, refer to
E-mail Template Tags.
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