Understanding Notification Templates

Use templates to establish a common format for notifications for a particular purpose. Users can create two types of notification templates:

  • Component templates that are used for specific PeopleSoft components.

  • Generic templates that can be used from any component.

Template Variables

Defining template variables is the first step in setting up component templates. Template variables are page buffer variables that are always accessible to the component for which the template is being created. Creating component template variables requires an in-depth knowledge of component buffers. Although a component can have multiple templates, only one set of component template variables exists.

Use the Define Template Variables page to define:

  • Component data variables that are populated from specific locations on the component buffers.

  • Component URL variables that are expanded into URLs in the outgoing notification to help in navigating to the PeopleSoft system.

    Component URL variables enable users to navigate to a specific PeopleSoft page when the template containing the variable is activated. You can specify a portal, node, menu, component, market, page, and action for the URL, as well as key values for navigating to a specific target transaction for the selected component. Component URL variables values come from the search record keys in the component and must be resolved to bypass the search page.

    By default, when you are creating new template variables, set the first URL variable to the URL for the current component. This assumes that all of the search record fields were found as part of the component buffers. If this is not the case, you must create component data variables and enter the data variable name in the Value column to link the URL variable field name with a data variable.

  • External URL variables that are expanded into non-PeopleSoft component URLs, such as an iScript URL or www.yahoo.com.

You can add as many variables as necessary to meet your notification needs.

Note: All variables are resolved at runtime, so you should limit the number of variables to those that you need.