Add a Notification Setup

This section outlines how to add a new notification setup.

PREREQUISITES: The Notification Setup security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. This requires Cityworks 23.3 and newer. At least one Condition must be configured. See Conditions for more information. At least one Notification Type or one Notification Type (In-App) must be configured. See Notification Types for more information.

NOTE: Notifications configured in Storeroom are visible on the Notification Setup page in Admin. See Notifications in the Storeroom 3.2 Guide for more information.

1. From the home page, click PLL and click Notification Setup.
2. On the Notification Setup panel, click Add record.

3. On the Add Notification Setup panel, select a Condition and an Action. These fields are required.
4. Enter a Description.
5. Select an option from the Notification Types field or the Notification Types (In-App) field. Both of these fields show as required at the outset, but when one is populated, the other one becomes non-required. Both fields can be populated, but at least one must be populated.

6. If you wish to configure any additional fields for the notification setup, select them from the Notification Types, Notification People Roles, Notification Contractor Types, Recipient Groups, and Recipients drop-down lists.
7. Select Assign To if this notification should be sent to the person the case is assigned to.
8. For in-app notifications, select the Notification Type (In-App) and the Internal Users who should receive this notification.
9. Click Add to add a notification setup or Add And New to add a notification setup and create another one.