Creating notifications on status transitions
In organizations/companies dealing with a great number of orders there is a need to be notified when the status of an order is changed. This helps keeping track of progress and can be used to trigger actions.
It is now possible to create such notifications directly on the status transitions by using event-based notifications.
Procedure
1. Create an event-based notification.
Complete the required fields. For more information, see Adding a notification definition.
2. Create a filter to specify an event.
3. Link a mail template and attach a recipients report (or link a user group or user).
4. Specify a schedule and a start date-time and save the definition.
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Do not yet activate the definition.
5. Go to Field definer and select the business object for which you want to create a notification on a status transition.
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Select the user-defined business object, not the main business object.
6. Go to Details > Status transitions select a status transition for which you want to create a notification.
7. On the action panel, click Link notifications, select your event-based notification (Step 1) move it to In use and click OK.
It will now appear under Linked notifications.
You can link up to 10 event-based definitions to a status transition.
You can link up to 20 status transitions to an event-based definition.
You can only configure this link in Field definer and not in Alerts because the application's cache needs to be updated after completing configuration.
8. Go back to Alerts and select your event-based notification and activate it.
A task is created on Tasks level.
Now, if the type of order for which the event-based notification has been created changes status in accordance with the status transition you have defined and the filter condition is met, the notification will be sent to the persons linked to the event-based notification or its recipient report.
The task created in Alerts will automatically be removed once the notification has been generated.