Tag: #Selection

3 articles found with this tag.

Medium Selection

The Medium Selection step is where you define the delivery channels for your notification. You must select at least one medium to continue. Supported Communication Channels The Notification Designer supports three primary mediums: Email: Standard electronic mail notifications. SMS: Text messages delivered to mobile devices. Microsoft Teams: Direct notifications to MS Teams channels or users. How to Select Mediums Toggle Selection: Click on the card representing the medium (Email, SMS, or MS Teams) to toggle it on. Selection Indicator: A radio-style button or highlight will indicate which mediums are currently active for this template. Progressing: Once you have selected your desired channels, click Next to move to the Design Template phase. Important

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Work Samples / Email Design

Table Selection

The first step in designing your email template is selecting the data source. Table Selection allows you to choose which system tables the notification will pull data from. Configuration Steps Select Table: Choose the primary table (e.g., Manage Incidents, Service Requests). Toggle Availability: Initially, the Popover Form Elements and other dynamic elements will be disabled until a valid table is selected. Static & Dynamic Attachments: Static: Add fixed documents (e.g., Corporate Policy PDF). Dynamic: Configure attachments that vary based on the specific record (e.g., the specific Invoice for a transaction). Tip

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Work Samples / SMS Design

Table Selection

Selecting the correct data source is the first step in creating a dynamic SMS notification. Configuration Search: Locate the primary system table from which you want to pull data. Select: Choose the table (e.g., Service Requests). Available Fields: Once a table is selected, its relevant columns (fields) will appear in the Notification Elements panel, ready to be dragged into your SMS body.

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