Add Notification

Adding a Notification involves defining its attributes and setting it up for use in actions. Here’s how you can add a new notification:

Steps to Add a Notification

  1. Navigate to the Notifications Section

    • Click on the Notifications icon in the Primary Navigation Bar.

    • The Notifications section will open, displaying the list of existing notifications in the Secondary Left Panel on the left side.

  2. Initiate Notification Creation

    • Click the + icon at the top of the Secondary Left Panel. This action opens the New Notification drawer.

  3. Enter Notification Details

    • A New Notification Drawer will appear with the following fields:

      • Name

        • Enter a unique name for the notification.

        • Validation Rules:

          • The name must be unique.

          • The name length should be between 2 and 100 characters.

          • The name cannot be empty, include special characters, and spaces, or start with a numeric character.

      • Description (optional)

        • Provide a brief description of the notification.

        • Validation Rules:

          • The description length should be between 0 and 400 characters.

      • Type

        • Select the type of notification. This is a multi-choice mandatory field. You can choose from:

          • SMS

          • Email

          • In-App

      • Enabled

        • Toggle this switch to activate or deactivate the notification.

        • Note: Even if the notification is enabled, the templates won’t be active unless they are filled and explicitly enabled by the users.

      • Allow Opt-out

        • Toggle this switch to enable or disable the option for recipients to opt out of receiving the notification.

  4. Submit the Notification

    • Click the Submit button to create the new notification.

    • The new notification will be added to the list in the Secondary Left Panel. You can now configure the placeholders and template body for the notification.

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After adding the notification, you must configure its template and placeholders to define how the notification will appear when triggered by an action.

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