Notification Templates

Introduction

Notification template is used to configure email notifications. It contains the list of recipients and message which must be sent to each person.

Notification Structure

Object and Workflow Name with Description field
Add List of the Recipients and Criteria(s)
Mail Template with Subject and Instrument to add placeholder or Insert/Create link into notification body
Push Template with Subject, Object Fields and Instrument to add placeholder or Insert/Create link into notification body
Save option to create/update the changes on the Mail Alert.

How to Create Notifications Template?

To create Notification Template it is necessary to have permissions to view, create and modify Notifications. Click here to view more about profile configuration

To Create Notification:

Go to User Profile > click on System Settings with gear icon > Notifications tab.
Click icon located on the right side of the platform,
the following screen opens.
Enter the required fields such as Object Name, Workflow Name with Description.

List here:

Object Names (Upon Selection)

ACCOUNT COMPANY

ADDRESS

BANK ACCOUNT

MANDATE

MANDATE RISK PROFILE

ORDER

PORTFOLIO

RECOMMENDATION

STRATEGY

TRANSACTION

INSTRUMENT

LEAD OPPORTUNITY

CLIENT REQUEST OPPORTUNITY

CUSTODIAN

FEE

CLIENT

MANAGER

POSITION

REPORT

PRODUCT

Click on Add Recipients for the Notification.
Enter the required fields such as Type, Value and enable Show Criteria

The Recipient Will Be Added When The Conditions are Satisfied.

Table here:

Type Field	Value Field
USER	-
DEPARTMENT	Back Office
ROLE	CEO Portfolio Manager Analyst System Admin Manager Agent Complaince CY Manager Compliance Head Sale Back / Middle Office Head Trader Junior Trader Client Admin Developer Sales Manager Auditor Admin Head of Investment Department Middle Office Manager Back Office Manager Head of Sales Lead Owner Global Client
FIELD	All the relevant fields from the platform.

Once Show Criteria is enabled, click on Add Criteria if multiple criterias need to be added.
Choose the System Field and enter the Criteria Pattern fields.

The Workflow Will Triggered When The Criteria Requirements are Satisfied

Select the Criteria Operator as shown below for the added system field(s).

Then, for example, system field selected as 'House Number', enter the Value and you can add multiple entries if needed by clicking on + icon.

In Mail Template:

Fill in Notification Subject and Body using placeholders and links.

Insert the Current Value upon Object Fields selection.

Click on Create Link > Select the Object Fields, Current Value, URL* and Display Text.
Then, click on Ok or Cancel to dismiss the creation of link.

Push Template

Fill in Notification Subject and Body using placeholders and links.

Select and choose the types of push notifications to be sent as shown below.

Select Object Fields and Current Value to Insert or to Create Links.
Once, all the required fields, recipients and criterias are added then click on Save.

Notification Template have to be activate and added to Process.

Inactive notifications can’t be sent.

Notifications not added to the Process also can’t be sent.

How to Insert placeholders?

If you need to add object data into Notification body e.g. display 'apartment' user can Insert Placeholder by clicking on Insert option.

To Add Placeholder:

Select Object Field.
Current Value auto-generates from Object Field selected.

Click on Insert button, the text will be added in the suitable format on the placeholder.

How to Insert links?

If you need the link in the notification you can add it with help of Create Link button.

To Create Link:

In the text field, click on Create Link.

A window opens, fill in the required fields such as Object Field and Current Value auto-generates from Object Field selected.
Click on Insert.
Enter URL* details and Display Text.
Click on Ok or Cancel to dismiss the creation of link.

The placeholder shows the added/created link with its fields selected.