Creating Order Data Changed Notifications

Order data changed notifications are triggered by changes to the order data. You can configure order data changed notifications to update external systems (such as CRM) with status updates when a specific data node in the order data is updated with a new value.

Note:

This feature is not available when using releases prior to OSM 7.0.

You can create order data changed notifications at the order level from the Order editor Notifications tab.

To create order data changed notifications:

In the Order editor, click the Notifications tab.
Under the Event Notifications column, click Add.

The Event wizard is displayed, where you can select conditions for the notification and the roles to be notified. You can define this information in the wizard, or later by using the Notifications subtabs.
In the Name field, enter a name for the notification.

Ensure that the name is unique among the notification entity types. Two notifications cannot share the same name.
In the Priority field, select a priority for the notification.

1 is the highest priority. For notifications that are sent to external systems, this field represents the JMS queue priority.
Select Enabled.

Deselect this option if you intend to implement the notification at a later time.
Specify whether to send the notification to specific email accounts.

You can specify that notifications be sent to a user's email account by selecting the Email check box. You associate users with email accounts in the Administration area of the OSM Order Management web client application. See OSM Order Management Web Client User's Guide for information about configuring email notification properties for user roles.

Note:

Order data changed notifications are intended to update external systems with status updates when a specific data node in the order data is updated with a new value. The OSM server does not send order data changed event notifications to Task web client Notifications pages. When notifying users, the server sends these notifications to email addresses only.
Click Next.
Select the roles to be notified when the notification is triggered.

See "Working with Roles" for more information.
Click Finish.

The notification is added to the order.

You can edit or add any notification attributes at any time by navigating to the Notifications subtabs.
In the Automation column, click Add.

The Add Automation dialog box is displayed, which enables you to create the automation plug-in.
Enter a name for the automation plug-in, select the appropriate Automation Type from the available list, and click OK.

The newly created plug-in is displayed in the Automation column.
Select the automation plug-in.

When you select the automation plug-in, Design Studio displays its Properties tab. Use the subtabs to configure the plug-in. The tabs will vary depending on the type of plug-in selected.

See "Configuring Automation Plug-In Properties" for more information.
For Order data change notifications, if the automation plug-in has an OSM user in the automation plug-in Run As property field with more than one role, click Select from the View field to choose a query task view to use for the automation plug-in. If only one default query task exists in the Order editor Permissions tab, then Design Studio automatically associates it with new automations.
Click the Data Changed subtab.
Click the Add.

The Order Template Node Selection dialog box is displayed.
Select a data node that, when updated with a new value, will trigger the notification.
Click OK.

The data node is added to the Nodes table
Click Save.