COuld you please show me how to do that, because i can see that i need to select the field names from the list. i don't know how to make use of custom template in filter notify action.
what i did is as follows:
-> Create a record of html email template in AR System Email Templates form
-> In the filter i added html tag for email body and changed the values between $abc$
-> in the content template i gave the name of the template name which i saved in AR System Eamil Templates
is this is what i need to do ?
i am not receiving the notification. don't know why. pfb the screen shots:
-> filter notify action:
I want to send out a notification on specific status and status reason as mentioned in my qualification. As per the discussion i had add content in notify action. Could you please validate this if i used them correctly ?
you need to check in logs if the filter has passed or failed qualification.
Qualification is getting failed. but however when i changed the qualification to 1=1 or left this blank and running this filter on modify, then also it is not triggering the notification. At this time filter is passing in logs but there is no entry in NTE:Notifier Log and AR System Email Messages form. Could you please suggest me that what should be the qualification for sending a notification on status=Pending and status reason=client hold or status reason=client action required.
I have not followed the entire thread but based on your above filter screen shot you will not see entry in NTE:Notifier form because your are using notify action which directly send it to mail messages form. if you want to see in the NTE:Notifier form then use the same way as OOTB notification filters sending notification by pushing them into NTE SYS Process Control form. Problem with sending directly using notify action also could be email address does not have access to these fields. so permission issue could be big factor. I wil suggest to use the same way as OOTB customer messages filter send.
Appreciate your response. I understand the things that i should go ahead similar to OOTB notification stuff. Here why i am choosing the direct notification method because user want to use custom fields inside the notification and for that i need to create custom fields and need to modify the other objects as well. However if this is not getting succeed then i will proceed for the OOTB mechanism of notification.
Now i would like to hear about the qualification for my filter. is the qualification i had provided in the screen shot is perfect or i need to modify them ? because i can see it was failing sometime.
You can make Run If Qualification as ('Status' = "Pending") AND (('TR.Status_Reason' = "Client Hold") OR ('TR.Status_Reason' = "Client Action Required")) because whenever the status reason value changes for status = pending then this filter should fire to notify the user on status reason changes.
As Siddesh suggested you need to enable the logs to see why this filter is failing.
Thanks for your all valuable comments and suggestions. What i did is below:
->Created a new notification tag in SYS:Notitification Messages form
->Added email body html tag and added html email template in this notification message tag
-> wrote a filter which will run on worklog update and it will call this notification message tag
->Notification filter is working and calling the same message tag
for conversion of values->
->Created fields in WO:WorkOrder form and same fields are created in NTE process control form
->Added these fields in the filter which is pushing the values inside nte process control form
->create two entries in SYS:Form Field Selection form
-> Wrote filters for translation of values and added those filters into the translation guide
->there fields are available in the notification message tag for selection
now i am getting notification but didn't get the contents. See the screen shot below i received:
however i can see in notification event that values of these fields are passing in, but i am not receiving this information inside my email i am getting from AR server.
Please help on this that what is going wrong.
Does this work without template?
So the problem is with HTML template.
but i am using the same html template copy which i am using for other notifications too. COuld you please let me know what it could be ?
this is custom filter and custom tag which i had created. Is there anything i need to modify ?