Creating and Enabling Notification Policies

You create and enable notification policies on the Policies tab of the inspector for applications, dimensions, hierarchy sets, and node types. You must enable the policy on the data chain object in order to send notifications for that object. You can create additional notification policies that have different filters to handle conditional notifications of specific data sets by different users.

To create and enable a notification policy:

1. Open the object inspector for the data object. See, for example:

   • Inspecting Applications
   • Inspecting Dimensions
   • Inspecting a Hierarchy Set
   • Inspecting a Node Type
2. On the Policies tab, click Create.

3. From Policy Type, select Notify and enter a name and optional description for the policy.

4. Click Create.

5. On the Definition tab, click Edit and define the policy settings:

   • Select the Enabled checkbox to enable the policy. By default this is set to False.

   • In Notify on Status Change, select one or both of these statuses. By default, both statuses are selected. Click the X to remove a status.
     • Completed: notifies policy users when a request is closed.
     • In Flight: notifies policy users when a request is submitted.
   • In Policy Groups, click the Add a policy group drop down list to add users and groups to the notify list.

     Note:

     Groups that do not currently contain any users are indicated by a icon. Service Administrators can assign users to the groups in Access Control. See Overview of Access Control in Administering Access Control for Oracle Enterprise Performance Management Cloud.

     Note:

     The users and groups in this list are granted Participant (Read) permission on the data objects in the policy.
6. Click Save.
7. (Optional) On the Filters tab, click Edit, and define action filters and node conditions for the policy.

   • In Included Actions, clear the All check box and, from the Included Actions list, select actions to add. Action filters enable you to set up notifications for only the actions that you select.

   • In Properties, perform an action:
     • Select All to notify users whenever any properties are updated.
     • Select Include and then select specific properties to notify users when those properties are updated.
     • Select Exclude and then select specific properties to notify users when any property except the ones that you selected are updated.
     • Select None to specify that users should not be notified based on property updates.

     Note:

     The request item base action does not have to be Update in order to use the Properties filter. For example, if your Properties filter includes the Core.Description property, then any update to the description property will qualify for the property filter, even if the base request action was an Add or an Insert.

   • In Node Condition, click Define Expression to launch the expression builder. Because you are evaluating nodes in the viewpoint where the action was performed, you use the node object in the expression builder.

     The expression builder guides you to create an expression that evaluates to a Boolean value only. See Building Expressions.

   • In Request Types, select the type of requests that this policies applies to, or select the All check box to apply the policy to all request types. See Request Types and Process Flow.
     • Consolidation
     • Import
     • Interactive
     • Load
     • Subscription
   • Click Save.