Enabling notifications for a case type

You can enable notifications for a case type to communicate events, such as an expired service-level agreement, to users in your application. By calling attention to cases that require action, you can help users resolve cases faster.

  1. In the Explorer panel, click Case types, and then click the case type that you want to open.
  2. On the Settings tab, click Notifications.
  3. Enable notifications, based on the way that you communicate with users in your application.
    • To enable email notifications:

      Follow these steps to notify users when they are assigned work in a case.

      1. Ensure that the email account in your application is configured to send emails.

        You can send notifications from an email account named after your workpool or the Default email account.

      2. Select the Email user when assignment is routed to worklist check box.

      3. Customize the title of the email notification by entering a string expression in the Email Subject field.

        You can reference property names in the expression to make your title more dynamic.

      4. In the Correspondence template field, press the Down Arrow key and select a correspondence rule that defines the message body for the email notification.

        Tip: To customize the message body, click the Open rule icon and change the message on the Correspondence form.
    • To enable push notifications:

      Follow these steps to notify users on mobile devices when they are assigned work in a case or the service-level agreement for an assignment has expired.

      1. Ensure that your mobile app meets all prerequisites for push notifications.

        For more information, see: Requirements for goal and deadline push notifications.

      2. Select the Enable push for goal and deadline notifications check box.

      3. Select the Notify user when assignment is routed to worklist check box.

  4. Click Save.