Customizing Notification Triggers and Email Templates

What is the Customize Notification Triggers and Email Templates editor?

The Customize Notification Triggers and Email Templates editor displays System and Custom Notification Triggers defined in TopTeam repository.

Triggers are events used by the Advanced Notifications System to generate notifications.

This editor also displays Record Types for which Triggers are defined and the Email Notification Templates it uses.

You can access this editor from Administration > Define Advanced Notification Rules > Define Notification Triggers and Email Templates. Refer to the image below.

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Customize Notification Triggers and Email Templates editor

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When to use it?

Use the Customize Notification Triggers and Email Templates editor when:

  • You want to define your own Custom Notification Triggers for a Record Type.
  • You want to choose or change the Email Templates for a Trigger.
  • You can also add new Email Templates or customize existing ones.

Getting Started

You can access online help for the Customize Notification Triggers and Email Templates editor from the link below:

How to create new Notification Triggers