Notifications

To alert you to important events, you can configure your system to send various notifications.

  • Follow up Reminders
  • Task’s completion date
  • Task's status change.
  • Contract Expiry
  • A Sales Order's expected delivery date.
  • If an Order with a value more than a certain amount is received or sent.

You can access notification settings by going to:

Home > Settings > Email / Notifications> Notification

1. Setting Up An Alert

You can setup a Notification by following these steps:

  1. Specify the Document Type for which you want to receive notifications.
  2. Select the Events you want to receive alerts about under Send Alert On. Events include:
    • New: When a new document of the selected type is created.
    • Save/Submit/Cancel: Whenever the user saves, submits, or cancels a document of the selected document type.
    • Days Before/Days After: Activate this alert a few days before or after the Reference Date. Simply select Days Before or After. For example, it can serve as a reminder of upcoming due dates or to follow up on certain leads or quotations.
    • Value Change: When a certain value in the chosen doctype changes.
    • Method: Sends notification when a particular method is triggered. For example: before_insert.
    • Custom: Send a notification to a specified email account
  3. You can set additional conditions if needed.
  4. Choose the recipients of this alert. The recipient of the document could be a field in the document, a specific role, or a list of fixed email addresses.
  5. Write the message.
  6. Save.

1.1 Setting a Subject

You can retrieve the data for a particular field by using doc.[field_name]. If you want to use it in the message or the subject, it needs to be enclosed by {% raw %}{{ }}{% endraw %}. Those are referred to as Jinaja tags. As an example, to get the name of a document, you enter {% raw %}{{ doc.name }}{% endraw %}

1.2 Setting Conditions

The notifications feature allows you to set conditions that depend on the fields in your documents. If you would like a notification when a Lead's Status is saved as "Interested," then add doc.status == "Interested" in the conditions. If you want to create more complex conditions, you can add the operators "and" or "or".

in the above example, a Notification will be sent when the status of a Meterial Request changes to "Received" or "Partially Received".

1.3 Setting a Message

The message textbox supports both Jinja Tags ({% raw %}{{ doc.[field_name] }}{% endraw %}) and HTML tags.

{% raw %}<h3>Order Overdue</h3>

<p>Transaction {{ doc.name }} has exceeded Due Date. Please take necessary action.</p>
<h4>Details</h4>
<ul>
<li>Customer: {{ doc.customer }}
</li><li>Amount: {{ doc.total_amount }}
</li></ul>{% endraw %}

1.4 Setting a Value after the Alert is Set

If you want to avoid sending multiple alerts, you can define a custom property using the Customize Form, such as "Notification Sent," and then set this property after the alert is sent using the Set Property After Alert field.

This can then be used in Condition rules to prevent multiple emails from being sent

1.5 Example

  1. Set the Criteria
  2. Set the Recipients and Message
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