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Version: 1.21.3

Notification Rules

Notification rules are set up in such a way that when conditions are met or some event happens, the emails are sent to interested parties.

You can create new notification rules, or modify existing ones.

tip

Role required: notification_admin.

Create a rule


To create a notification rule, complete the steps below:

  1. Navigate to System Notification → Notification Rules.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes.
note

You can also create a notification rule through a form or a related list:

  1. Open the burger-menu .
  2. Select Configure → Notification Rules.
  3. Click New and fill in the fields.
  4. Click Save or Save and exit to apply the changes.

Notification Rule form fields

FieldMandatoryDescription
NameYSpecify a notification rule name.
TableYSelect the target table for notifications. For example, to create a notification for some incidents, select the Incident table.
ActiveNSelect this checkbox to activate the notification rule.
InheritedNSelect this checkbox to apply this notification rule to child tables of the selected table. For example, if you select the Task table, this rule is also applied to the Incident, Problem, and other child tables of this table.
caution

The server-side business logic may not work for system tables if the creation or updating of records is initiated by the backend. For example, an Import Set record is created as part of loading an Import Source, or an Email is created as a result of a notification rule, and so on.

Example of tables for which server-side business logic may not work:

  • Main Log (sys_log)
  • Script Log (sys_log_script)
  • Exception Log (sys_log_exception)
  • Record Deletion Log (sys_record_deletion_log)
  • Import Set (sys_import_set)
  • Activity Feed Item (sys_activity_feed_item)
  • Email (sys_email)

Use case


You need to configure a basic notification for the Employee table. When a new employee is added, all employees receive a notification.

To implement this logic, create the following notification rule:

FieldValue
NameNew employee
TableEmployee
Activetrue

When to Send tab

FieldValue
Send whenRecord inserted or updated
Insertedtrue

Who will Receive tab

FieldValue
Other recipientscompany-group@example.com

What will Contain tab

FieldValue
SubjectNew employee in the ${current.department} department
Message${current.display_name} is in our team!