How do I create email notifications?

How do I create email notifications?

1. Select the sub folder on which to base the email notification.
2. Go to: Workspace or Definitions> Email Notification> Email Definitions window.

   

3. Select the New button. The Create Email Definition window appears.
   
4. Enter the Email Template Title. The Email Field tab is displayed by default.
5. Select the appropriate email field from the Available Field pane or perform a search. The available field is highlighted and appears in the Selected Fields pane.
6. Continue to add more fields.
7. Select the Filter & Uniqueness tab.
8. Select the desired filter.
9. Select a criterion from the Send this email for every ... that satisfies the filters drop-down list.
10. Send the email automatically if desired. 
11. Click the Email Body tab.
12. Enter the recipient(s) and the subject in the To:, Cc: and Subject fields. And attach a file if desired.
13. Enter the desired information by typing text and adding the appropriate fields.
14. Click the OK button. You are returned to the Email Definitions window. You are now ready to schedule the notification to be sent.

How do I generate an email manually?

1. Go to: Workspace or Definitions > Email Notification > Email Definitions window

   

2. Select the email definition.
3. Click the Run button. The New Run description pop up appears
4. Enter a unique name so that you can view the history of the email runs. 
5. Click continue. The emails are generated. Note: The system checks if any outstanding records matching the email definition can be found and then creates the emails.

Timesheet email notifications

By incorporating the 'TS Claim Pending Count' into email fields, you can schedule daily email notifications to managers, that will inform about the number of claims pending approval. The email will run automatically every 24 hours, providing an overview of unapproved claims.

An interface will need to be set up for the notification to run, so don't hesitate to get in touch with our support team.

If you want to find out more take a look at: How do I create email notification for timesheets waiting approval – Cintra iQ (zendesk.com)