16 Subscribing to Notifications (Release 9.2.2)

This chapter contains the following topics:

16.1 Understanding Subscriptions to Notifications

JD Edwards EnterpriseOne notifications enable you to improve your business efficiency through the use of proactive notifications that are actionable. Proactive notifications enable the system to notify users of business events as they happen without the need for the user to be online.

Subscriptions to notifications are convenient, timely, and easy to set up. You can choose to subscribe to available notifications and receive updates by email, email to SMS (Short Message Service) text message, as browser pop-up messages, through the Work Center, or on the EnterpriseOne menu bar. By subscribing to notifications, you know when key transactions or events occur without having to log in to EnterpriseOne. This close monitoring helps you respond quickly and do your job more efficiently.

Note:

If using SMS to receive text messages, keep in mind that your mobile service provider may charge text messaging fees.

You can add, delete or modify your notification subscriptions at any time.You use the Subscription Manager to create and manage your subscriptions.

With Release 9.2.2.4, you can also view and, in some cases, modify or opt out of subscriptions that have been assigned to you.

Within Subscription Manager, select the notification to which you would like to subscribe from a list of available notifications and then define your subscription using these three sections:

  • Configuration. Define general information and delivery instructions for your subscription.

  • Inputs. View and override the notification inputs for the subscription. This section is only editable if the notification has been designed to allow inputs from the subscriber.

  • Policy. Specify more detailed instructions for when you want to receive a notification message. For example, if the notification is Watchlist-based, do you want to be notified only when the Watchlist level changes to critical or each time it remains critical?

16.2 Prerequisites

A system administrator must complete the following prerequisites in order for you to subscribe to notifications.

A business analyst or notification designer must create and publish notifications so that you can subscribe to them.

16.3 Working with Subscription Manager

Use the Subscription Manager to view, add, update, and delete your subscriptions to notifications.

With Release 9.2.2.4, you can also see the subscriptions to which you've been assigned. However, whether you can update or opt out of those subscriptions depends on how the subscription was defined when it was created. You cannot delete an assigned subscription; you can only opt out if you've been given that option by the subscription creator.

Use the Help icon in the upper-right corner of Subscription Manager to directly link to this documentation.

Use the About Subscription icon in the upper-right corner of Subscription Manager to see details about the subscription and associated notification.

16.3.1 Adding a New Subscription

To add a new subscription:

  1. Log in to JD Edwards EnterpriseOne.

  2. In the upper-right corner of the screen, click your login name.

  3. Under the Personalization category, select My Subscriptions.

    With Release 9.2.3, My Subscriptions is located under the Manage Notifications menu.

  4. In Subscription Manager, click Add Subscription.

    All of the available notifications to which you can subscribe are shown in alphabetical order and categorized by whether they are personal, reserved, or shared notifications.

    With Release 9.2.3.3, you can search for a particular notification name or notification description by typing it in the Search field.

    Note:

    All of your personal notifications appear in the list, but for shared notifications, you only see the notifications listed that you have view permissions for.
  5. Select the notification to which you want to subscribe. You can hover over the notification to see the notification description before you select it.

  6. In the Configuration section, enter a subscription name. The default value is the notification name. Since you can create multiple subscriptions over the same notification (for example, with different override values), you may want to differentiate the subscription name from the notification.

  7. With Release 9.2.3, you can enter a message heading to differentiate between notification messages when they are received. The message heading appears in the Notification List tab of the Message Center, the Notification Bell drop-down list, Work Center messages, and in emails. It is also a sort option in the Notification List tab in the Message Center.

  8. Select the delivery methods for your notification. You must select at least one of the following:

    • Select Notification List to receive your notifications in the Notification List (bell icon) on the JD Edwards EnterpriseOne menu bar.

      With Release 9.2.3, when you select Notification List, the Category field appears. You can enter anything within the 30-character limit here to categorize your notification messages.

      With Release 9.2.3.3, there is a drop-down list of available categories if any exist. You can choose from these or enter a new value in the Category field.

      Category is useful because the value you enter here will appear in both the Notification List tab in Message Center and in the Notification Bell drop-down list. You can sort by the category value in the Message Center.

      With Release 9.2.3.3, click the Share button if you want to save your category for reuse by others.

      Note:

      The Share button is only available if an administrator has given you access to and the ability to add values in the Category Manager application (P980058). For more information on Category Manager, see Working with Notification Categories in the JD Edwards EnterpriseOne Tools Notifications Guide.
    • Select Work Center to receive a message in the Work Center application or receive an email through EnterpriseOne Work Center. You must have Work Center set up properly to use this option.

    • Select Email and enter the email address to have the notification delivered via email. You can enter multiple email addresses separated by a semicolon. If external email has not been allowed by your system administrator, this option does not appear. See Section 16.2, "Prerequisites".

      You can also use the SMS format for your mobile carrier to have the notification email sent to your mobile device via text message.

      Note:

      If using SMS to receive text messages, keep in mind that your mobile service provider may charge text messaging fees.
  9. In the Inputs section, you see the notification's inputs and default values.

    Note:

    Depending on how the notification was defined, this section may be viewable and not changeable.

    If the notification designer has allowed overrides to the notification inputs, you can enter the override values for your subscription. In some cases, the value is required and you must either enter an override value or accept the default value. Before entering the override value, you see a hint in the Override Value field that describes the type of information you need to enter. The override value types you might enter are:

    • Text

    • Number

    • Time in Milliseconds

    • Date in MM/dd/yyyy Format

    • Date in dd/MM/yyyy Format

    • Date in MM/dd/yy Format

    • Date in dd/MM/yy Format

    • Date in yyyy/MM/dd Format

    • Date in yy/MM/dd Format

    • Date/Time in yyyy-MM-dd'T'HH:mm:ss:SSSZ Format

    The format will be validated when you click Save.

  10. The information in the Policy section is dependent on whether the notification output type is a string, number, Watchlist level, or Boolean (true/false). You can find this information by clicking the About Subscription icon in the upper-right corner of Subscription Manager.

    For every output value type, you can select to be notified only once or always. If you select "Only Once" for the Notify Me field, your subscription is deleted after you have been notified once. If you select "Always," you are notified each time the notification runs and meets the criteria (for example, your overrides or other logic that the notification designer included). For the string and number output types, these are the only two options.

    If the output value type is Boolean, you can also select to be notified only if the rules that you define are met. For Boolean, you can define one or more rules that specify to notify you if the boolean value:

    • Changes

    • Changes to True

    • Changes to False

    • Equals True

    • Equals False

    If the output value type is a Watchlist Level, you can also select to be notified only if the rules that you define are met. For Watchlists, you can define one or more rules that specify to notify you if the Watchlist level:

    • Changes

    • Changes to Critical

    • Changes to Warning

    • Changes to Normal

    • Equals Critical

    • Equals Warning

    • Equals Normal

    Use the plus and minus icons to add and delete rules. "Or" logic is used when you add multiple rules, which means you will receive a notification message as long as one of the rules is true.

  11. When you are finished defining your subscription, click the Save icon in the upper-right corner. If you have any errors or warnings, an exclamation point icon appears next to the Save icon and the errors or warnings appear next to the related fields. Correct or review the errors or warnings, and then click Save again. For warning messages about the email format, you can choose to ignore the warning by clicking Save for the second time.

    Your newly created subscription appears in the left column in alphabetical order.

16.3.2 Updating a Subscription

Once you have created a subscription, you may want to update the subscription to, for example, change the delivery method or how often you are notified.

With Release 9.2.2.4, you may also want to update a subscription that was assigned to you. If the assigned subscription has been designed to disallow particular updates, you will see a lock icon next to the opt out option, delivery methods, inputs, or policy accordingly.

To update an existing subscription:

  1. In Subscription Manager, a list of your subscriptions appears on the left side of the form.

    With Release 9.2.2.4, both your subscriptions and assigned subscriptions appear in the list and can be easily differentiated by the icon to the left of the subscription name. By hovering over an assigned subscription name, you can see the role for which the subscription was created.

    With Release 9.2.3.3, the icon to the left of an assigned subscription name is gray if you have opted out.

  2. With Release 9.2.3.3, use the Show and Search fields to filter the subscription list.

    1. Select one of the following values from the Show drop-down menu to display all or a subset of the subscriptions:

      All. Show all subscriptions.

      Personal. Show only personal subscriptions.

      Assigned. Show only subscriptions to which you've been assigned.

      Assigned - Opt In. Show only subscriptions to which you've been assigned and opted in.

      Assigned - Opt Out. Show only subscriptions to which you've been assigned and opted out.

    2. Use the Search field to limit the subscription list to subscriptions with a notification name, notification description, subscription name, or role matching your text.

  3. Select your subscription and make the appropriate updates.

    For more information on specific fields and options, see Adding a New Subscription.

  4. With Release 9.2.2.4, you see an Opt Out option for assigned subscriptions. If the subscription was designed to allow it, you can use this option to stop receiving notifications for the assigned subscription.

  5. For assigned subscriptions, click the Reset button if you want to revert to the original subscription as it was assigned to you and discard any of your changes.

  6. Click the Save icon in the upper-right corner. If you have any errors or warnings, an exclamation point icon appears next to the Save icon and the errors or warnings appear next to the related fields. Correct or review them and click Save again. For warning messages about the email format, you can choose to ignore the warning by clicking Save for the second time.

16.3.3 Deleting a Subscription

You may want to delete a subscription for any of the following reasons:

  • You are no longer interested in being alerted to a particular notification.

  • The notification upon which your subscription is based has been deleted so your subscription is no longer valid.

  • Your view security has changed, blocking the notification and making your subscription invalid.

To delete a subscription:

  1. In Subscription Manager, select the subscription to delete from the list of subscriptions on the left.

  2. Click the Delete icon in the upper-right corner.

  3. On the "Are you sure you want to delete this subscription?" verification window, click OK.

Note:

You cannot delete an assigned subscription in Subscription Manager. For more information on assigned subscriptions, see Assigning Subscriptions in the JD Edwards EnterpriseOne Tools Notifications Guide. (Release 9.2.2.4)

16.4 Working with Received Notifications

Once you have defined your subscriptions, you begin to receive the notifications that interest you. When the Notifications feature is enabled, a Notification List bell-shaped icon appears in the JD Edwards EnterpriseOne menu bar. If you have selected Notification List as a delivery method for your subscription, the number located in the circle on the Notification List icon is updated each time you receive a new notification message.

If you have elected to allow browser pop-ups and you have a running JD Edwards EnterpriseOne session, you also receive a pop-up notification message each time a new notification message is received. You see the browser pop-up even if EnterpriseOne is minimized or on a different browser tab.

Note:

Pop-up messages are not supported in all browser types. Interaction with the pop-up notification takes you back to JD Edwards EnterpriseOne, where you can access the Notification List.

With 9.2.3, you can also use the Message Center (P980051X) to view your notifications. Message Center can be accessed from the Manage Notifications menu that appears when you click on your user name in the upper right corner of the EnterpriseOne tool bar. For more information on Message Center, see Chapter 17, "Message Center (Release 9.2.3)".

16.4.1 Viewing Notifications in the Notification List

If you are using the Notification List delivery method for your subscriptions, the number of unread notification messages is updated each time you receive a notification message. You can find this number in a circle on the Notification List icon in the JD Edwards EnterpriseOne menu bar.

To view your notifications:

  1. Select the Notification List icon to view a list of notifications that you have received. You can also see the date and time that each notification was received.

    With Release 9.2.2.4, only the newest 20 notifications are displayed in the list. To view older notifications, use the arrows at the bottom of the list.

    Starting with release 9.2.3.1, the icons for each notification only appear when you hover over or select the message from the list.

  2. If a notification is new or unread, the title will be in bold. You can mark the notification as read or unread by clicking on the circle to the left of the notification subject.

  3. To view the notification message details, click on the subject of the notification.

  4. To delete the notification, click the Delete icon.

  5. If the notification designer attached an application shortcut to the notification, you can access the related application by clicking the application icon to the right of the notification subject.

    Starting with Release 9.2.3.2, a message may contain multiple shortcuts. If a message has more than one shortcut, you see an Actions drop-down list instead of an application icon. If a message has one shortcut, you see a text link for that shortcut.

    With Release 9.2.3.3, the Actions drop-down list may contain, not only links to applications, but also links to notifications, orchestrations, URLs, EnterpriseOne reports, or BI Publisher reports, if the notification designer has included them in the message. Links to reports will take you to that report in the Work with Submitted Jobs application.

16.4.2 Working with Notification List Messages

When you access the notification message, you can view the details of the notification and access a related application if a shortcut has been provided. If you open the message from the Notification List on the JD Edwards EnterpriseOne menu bar, you can also delete the notification message and access Subscription Manager where you can manage your subscription.

To access the related application:, click on the application shortcut in the message. There will only be a shortcut if the notification designer has included one.

With Release 9.2.3.2, the notification designer can include multiple shortcuts in a message.

With Release 9.2.3.3, the notification designer can include links to applications, orchestrations, notifications, URLs, EnterpriseOne reports, or BI Publisher reports. Links to reports will take you to that report in the Work with Submitted Jobs application.

Starting with Release 9.2.3.0, to access the Message Center application, click the Message Center icon at the bottom left of the Notification List.

To access the Subscription Manager, click the Manage Subscriptions icon in the upper-right corner of the detailed message.

To delete the notification message, click the Delete icon in the upper-right corner of the detailed message.

With Release 9.2.2.4, to see the subscription name and other information about the notification, click the Additional Information icon in the upper-right corner of the detailed message.

16.4.3 Troubleshooting

In some instances, you might receive an error message rather than the expected notification message or you might feel that you are receiving too many notifications. This section describes some of the errors you might encounter and their possible causes. It also provides some suggestions if you are receiving too many notifications.

16.4.3.1 Notification Not Found in Subscription Manager

If "Notification Not Found" appears below your subscription's name in the left pane in Subscription Manager, this means that the notification upon which your subscription is based as been deleted or you no longer have access to it due to a change in UDO security. Contact the notification designer or your system administrator.

16.4.3.2 Required Fields Missing

If you receive a "981B - Required Fields Missing" error in your notification message, this means that your notification has required inputs that were either not sent in, defaulted in, or set as overrides.

In Subscription Manager, review the inputs you have selected or defined as overrides for your subscription. They can be found in the Inputs section of the form.

16.4.3.3 Notification Access Error

If you receive a "981C - Notification Access Error" in your notification message, this means that a component of the notification (for example, an orchestration, Watchlist or rule) is not visible to you.

This may be a UDO security issue. Contact your system administrator or notification designer.

16.4.3.4 Error Processing Notification

If you receive a "981D - Error Processing Notification" in your notification message, it means that something failed while processing the notification.

Contact your system administrator or notification designer.

16.4.3.5 Receiving Too Many Notifications

If you find that you are receiving too many notification messages, there are a few things that you can do:

  • Delete the subscription if the information is not valuable to you.

  • Review the inputs you've defined for the subscription in Subscription Manager and update as appropriate.

  • Review the policy that you have defined for the subscription in Subscription Manager and update as appropriate.

  • With Release 9.2.2.4, if the subscription is an assigned subscription, either opt out or speak to your manager or the assigner of the subscription about changing the delivery policy or opting out.

  • Speak with the notification designer about adding a rule or modifying the existing rule on the notification to allow filtering of the notification.

    See the JD Edwards EnterpriseOne Tools Notifications Guide.

16.4.3.6 Discrepancy Between Number of Records in Notification vs. Application (Release 9.2.2.4)

In some cases, you may see a different number of records mentioned in a notification message than what you see in the application or Watchlist. This occurs when the notification designer has elected to run the notification as a proxy user rather than as the subscriber (Run As Subscriber option is off), and the data security settings differ between the two users.

16.4.3.7 Cannot Save a Subscription in Subscription Manager

If you are unable to save your subscription in Subscription Manager and are running Oracle JDBC driver 12.1.0.2 on the HTML Server, you may need to down-grade to version 12.1.0.1.