Notifications

In the “Notifications” section you can create templates for the automated dispatch of e-mail notifications. For example, this can used to automatically send report results to particular e-mail adresses.

Create notifications

In order to create a new notification, proceed as follows:

  1. In the “Notifications” card, click on the Hinzufügen button. A new record with empty input fields is then opened. Only the input field “Identifier” contains the placeholder “NEW”.
  1. Enter an identifier in the input field “Identifier”
  2. Enter the e-mail address of the intended recipient in the input field “Recipients”. You can also enter multiple e-mail addresses. Just make sure to separate them by commas.
  3. Enter an e-mail subject in the input field “Subject”.
  4. Enter an e-mail header in the input field “Header” (e. g. “Dear…”).
  5. Enter an e-mail footer in the input field “Footer” (e. g. “Best regards, …”).
  6. Enter the desired text body in the input field “Body”.
  1. Possibly insert template keys in the text body to include report-specfic data in the e-mail text (e. g. the name of the attached file):
    1. Place the text cursor at the desired position in the text body.
    2. Choose a template key from the list of template keys in the right card.
      Possibly use the text search to filter the list of template keys by a search term.
    3. Click on the template key and hold the mouse button down.
    4. Drag the template key in the text body and release the mouse button. Then the placeholder of the key appears at the respective position in the text body.
  • In order to finish the process, click on the SAVE button. chevron to the right A success message is shown. The e-mail notification is now created.
  • In order to cancel the process, click on the CANCEL button.
Using the column header tools and the free-text search you can filter or sort the table entries.

Edit notifications

In order to edit a notification, proceed as follows:

 
  1. Choose the desired notification from the list in the “Search” card.
    Possibly use the text search to filter the list of notifications by a search term.
  1. Click on the notification. Then the notification settings will appear in the input fields of the “Notification” card.
  2. Make the desired changes.
  • In order to save your changes, click on the SAVE button.
    Pfeil nach rechtsA success message is shown.
  • In order to dismiss your changes, click on the RESET button.

Delete notifications

In order to delete a notification, proceed as follows:

  1. Choose the desired notification from the list in the “SEARCH” panel.
    Possibly use the text search to filter the list of notifications by a search term.
  2. Move the mouse cursor over the notification. Then appears the dustbin button.
  3. Click on the dustbin button. Then appears the warning triangle button.
  4. Click on the warning triangle button to confirm the deleting of the notification. If the process was successful, a corresponding message will appear and the deleted notification vanishes from the list of notifications.

Rights

Apart from the basic rights listed here, a user needs the rights that are shown in the table.

Note
The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.
Key Identifier Description
ipim-cc.login iPIM CC – Login Login right for iPIM CC. The right is also required to access iPIM CC via the corresponding tile on the dashboard of iPIM Portal.
ipim-cc.system-setup.notifications iPIM CC – System Setup – Notifications Right to use the “Notifications” area in the “System setup” section of iPIM CC