5.1.1.5 Notification

You can set up notifications by configuring the following parameters:

1. Access the Notification Group Configuration: Navigate to Activity Details > Notification Group
2. Review or Enter Notification ID and Name
   • Notification ID: Auto-generated
   • Notification Name: Enter a descriptive name
3. Define the Condition (Optional)
   • Click in the Condition box.
   • Optionally, input a condition that determines when the notification should be triggered.
   • Use the search icon to look up available conditions if needed.
4. Select When to Generate the Notification
   • In the Generate dropdown, choose from:
     • On Entry
     • On Stage
     • On Exit
     • On Escalation
     • On Reminder
5. Set Notification Status
   • Enabled: Choose Yes or No to enable or disable the notification.
6. Configure Email Settings (Optional)
   • Email Required: Choose Yes if an email should be sent.
     • If Yes is selected:
       • Select an Email Template from the dropdown:
         • Global Task Template
         • Default Task Template
7. Click the checkmark icon at the bottom right to save the configuration.