Creating New Notifications - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

To create a new notification:

  1. Perform one of the following tasks:

    • From the Start Page, click Create Notification.

    • In the Notifications ribbon, click New.

      The New Notification wizard is displayed:

    The New Notification wizard is displayed:

  2. Click Vendor Portal. The What style of notification would you like to create? screen is displayed.
  3. Depending on the type of notification you want to create, choose one of the following options:

    • Formatted- Allows you to create notifications with formatted text, images, and hyperlinks.

    • Plain Text- Allows you to create legacy notifications with no text formatting.

  4. The What do you want to name the notification? screen is displayed.
  5. Enter a unique name for the notification in the Name field.
    Note:

    Notification names are limited to 49 characters.

  6. Click Next. The Summary is displayed. Review the details to determine if modifications to the notification are needed. If modifications are needed, click Previous to return to the previous screen.
    Click Cancel to close the wizard without creating a new notification.
  7. Once the settings for the notification are correct, click Finish to create the notification.

    The notification editor is displayed:

    The notification editor is an editor that allows you to design a notification using the Notifications ribbon menu. Upon creation, formatted notifications are marked with (Draft) in the title tab of the editor. Plain text notifications will not have a (Draft) label in the title tab.

    Note:

    For plain text notifications, most options in the Notifications ribbon menu are disabled, as text formatting cannot be added to plain text notifications.