In the first step of the Notification Designer, you define the core identity and scope of the notification template.
Configuration Fields
| Field | Description |
|---|
| Notification Name* | A unique name for the notification template. The system validates uniqueness within the selected Tenant. |
| Notification Description | A brief explanation of the template’s purpose. |
| Domain* | Pre-populated based on your initial selection. |
| Sub Domain* | Pre-populated based on your initial selection. |
| Tenant* | Selection of one or more tenants where this notification will be active. |
| Record Type* | Choose between Single Record (details for one record) or Multi Record (list of multiple records). |
| Active | Toggle to enable or disable the template for the application. |
Note
Look for the Information (‘i’) icon next to the Record Type field for additional context on how single vs. multi-record handling affects the designer.
Tips for Success
- Ensure your Notification Name is descriptive to help other designers identify its purpose quickly.
- Use the “Click Here” link in the header if you need to access more detailed conceptual documentation while configuring the template.
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