Notification

You can configure various notifications in your system to remind you of important activities.

1. The completion date of a Task.
2. Expected Delivery Date of a Sales Order.
3. Expected Payment Date.
4. A reminder of follow up.
5. If an Order greater than a particular value is received or sent.
6. Expiry notification for a Contract.
7. Completion/Status change of a Task.

To access notification setup, go to:

\u003e Home \u003e Settings \u003e Notification

1. Setting Up An Alert

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To set up a Notification:

1. Define what events you want to watch under Send Alert On. Events are:

   1. New: When a new document of the selected type is made.
   2. Save/Submit/Cancel: When a document of the selected type is saved, submitted, or canceled.
   3. Days Before/Days After: Trigger this alert a few days before or after the Reference Date. To set the days, set Days Before or After. This can be useful in reminding you of upcoming due dates or reminding you to follow up on certain leads of quotations.
   4. Value Change: When a particular value in the selected type changes.
   5. Method: Sends notification when a specific method is triggered. Eg: before_insert.
   6. Custom: Send a notification to an Email Account selected.

2. Select the Document Type you want to watch changes on. From Version 16, You can also select child Document Types if Send Alert On is set to Days Beforeor Days After.

3. Set additional Conditions if required.

4. Set the recipients of this alert. The recipient could either be a field of the document or a list of fixed Email Addresses.

5. Compose the message.

6. Save.

1.1 Setting a Subject

You can retrieve the data for a particular field by using doc.[field_name]. To use it in your subject/message, you have to surround it with {% raw %}{{ }}{% endraw %}. These are called Jinja tags. For example, to get the name of a document, you use {% raw %}{{ doc.name }}{% endraw %}. The following example sends an email on saving a Task with the Subject, \