6 Assigning Subscriptions (Release 9.2.2.4)

This chapter contains the following topics:

Understanding Assigned Subscriptions to Notifications

The Assigned Subscriptions (P980053X) application provides a manager, business analyst, or administrator the ability to assign subscriptions to groups with a common interest or role as an alternative to every user subscribing individually. This application removes some of the uncertainty about what information users are receiving.

Caution:

You may want to secure this application so that it is only available to the managers or administrators who need it. End users can still manage their own subscriptions using the Subscription Manager application.

See these guides for more information:

Prerequisites

Complete the following prerequisites:

  • Enable view security of existing notifications for the subscribers.

  • If using email delivery within the Work Center, ensure that mail preferences are set up for subscribers.

    For more information, see "Setting Up JD Edwards EnterpriseOne Electronic Mail Components" in the JD Edwards EnterpriseOne Tools Workflow Tools Guide.

  • Notifications that have been shared or published must exist.

  • You must have access to the Assigned Subscriptions application.

  • For other required prerequisites for notifications, see Chapter 2, "Getting Started".

Working with Assigned Subscriptions

Use Assigned Subscriptions (P980053X) to view, add, delete, or modify notification subscriptions. Within Assigned Subscriptions, select the notification for which you would like to create a subscription and then define your subscription as follows:

  • Allow Subscribers to Opt Out. Use this option to specify whether you will allow subscribers to individually opt out of receiving the notification.

  • Configuration. Define general information, delivery instructions, and the subscriber list for your subscription.

  • Inputs. View, override, or allow subscribers to override the notification inputs for the subscription. This section is editable only if the notification has been designed to allow inputs.

  • Policy. Specify more detailed instructions for when you want the notification message delivered and whether the subscriber can override these instructions. For example, if the notification is Watchlist-based, do you want a notification sent only when the Watchlist level changes to critical or each time it remains critical?

When you open Assigned Subscriptions, you see only the assigned subscriptions that you have created and assigned. Use the Show All option in the upper-left corner to show all assigned subscriptions.

With Release 9.2.3.3, Show All has been moved into a Show drop-down menu, from which you can choose All or Mine. Selecting Mine displays only the assigned subscriptions that you have created.

Adding a New Assigned Subscription

To add a new assigned 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 Assigned Subscriptions.

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

  4. In Assigned Subscriptions, click Add Subscription.

    All of the available shared notifications are shown in alphabetical order.

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

  5. Select the notification for which you want to create a subscription. You can hover over the notification name to see the notification description before you select it.

  6. Use the Allow Subscribers to Opt Out option to specify whether users whom you subscribe to the notification will have the option in Subscription Manager to not receive the notification.

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

    Note:

    After you save your subscription, you cannot change the value in this field.
  8. For delivery methods, use the Allow Subscribers to Override option to specify whether users whom you subscribe to the notification will be able to change the delivery methods you define in the next step.

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

    • Select Notification List to show the notification in the Notification List (bell icon) on the JD Edwards EnterpriseOne menu bar.

    • Select Work Center to send a message through the Work Center application or an email through the EnterpriseOne Work Center. You must have already set up the Work Center in order to use this option.

    Note:

    You cannot enter email addresses in Assigned Subscriptions. If you want to specify an email address, you must use the Subscription Manager application. For more information, see Subscribing to Notifications in the JD Edwards EnterpriseOne Tools Foundation Guide.
  10. For Subscriber List, either select Everyone or select the Add Role option to select specific roles for the subscriber list.

  11. In the Inputs section, you see the notification's inputs and default values.

    Note:

    If, when the notification was created, the Allow Subscriber Overrides option was not selected, you cannot make changes to the Input section.

    Use the Allow Subscribers to Override option to specify whether users whom you subscribe to the notification will be able to change the inputs that you define here.

    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 is validated when you click Save.

  12. 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 Assigned Subscriptions.

    Use the Allow Subscribers to Override option to specify whether users whom you subscribe to the notification will be able to change the policy you define here.

    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, the Allow Subscribers to Override option is disabled, and each subscription is deleted after that subscriber has been notified once.

    If you select "Always," subscribers 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.

  13. When you are finished defining your assigned 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.

    Your newly created subscription appears in the left column in alphabetical order. To see only the subscriptions that you have created, turn off the Show All option in the upper-right corner.

Updating an Assigned Subscription

Important:

Oracle recommends that you do not make major changes to existing assigned subscriptions if you have given subscribers the option to override values. Instead, consider creating a new assigned subscription and deleting the old one.

To update an existing subscription:

  1. In Assigned Subscriptions, use the Show and Search fields to filter the subscription list (Release 9.2.3.3).

    1. Select one of the following values from the Show drop-down menu:

      All. Show all assigned subscriptions.

      Mine. Show only subscriptions that you have created and assigned.

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

  2. Select the subscription from the list of subscriptions on the left.

  3. Make the appropriate updates.

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

  4. Click the Save icon in the upper-right corner. If you have made changes to values that you previously allowed users to override, you see this warning: "Saving these changes will delete all subscriber overrides for this assigned subscription. Subscribers will have to recreate their overrides. Are you sure you want to proceed?" Click OK or consider creating a new assigned subscription and deleting the previous one.

Deleting an Assigned Subscription

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

  • Subscribers no longer need to be alerted to that particular notification.

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

  • View security has changed, blocking the notification and making the subscription invalid.

Caution:

Deleting an assigned subscription also deletes all subscriber overrides.

To delete an assigned subscription:

  1. In Assigned Subscriptions, 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 delete verification window, click OK.