Add, edit, or remove a notification (Provisioning)
For more information, see Notifications.
Add a notification (Provisioning)
Go to Notifications.
Click
Add.
Enter values for the fields on the Settings tab.
Tip
Several fields support notification variables. See the Notification variable reference.
- Enable
Turn off to stop this notification from being processed during enforcement.
- Use Raw HTML Template
Edit the email's raw HTML in the Message tab, instead of using the WYSIWYG editor. Internet Explorer users must use this option.
- Name
The display name of the notification. Only seen by HelloID administrators.
- Event
Which of the Notification events that this notification will be sent for.
- System
Which of your Target systems that this notification will be sent for. Some notification types such as the Evaluation Summary aren't tied to a specific target system. Not displayed if the selected event is system-independent.
- From
The email address from which notification emails are sent. Can be a static username coupled with a domain selected from the dropdown menu, or a notification variable.
Important
If you use a variable, ensure that the domain is one of the verified domains listed in the dropdown menu. The value is not checked until emails are sent, at which time unverified domains will fail.
See Configure a custom 'from' address for emails to verify new domains.
- To
The address to which notification emails will be sent. Can be a notification variable such as
{{Person.Contact.Personal.Email}}
, or a value pulled using the Account Data From Other Systems feature.Tip
To send to multiple email addresses, separate the addresses with semicolon characters (
;
).- CC
Click More Options to show this field. Works the same as the To field.
- BCC
Click More Options to show this field. Works the same as the To field.
- Subject
The subject of the email. Can combine both static text and notification variables, e.g.,
A new account has been created for {{Person.DisplayName}}
, or a value pulled using the Account Data From Other Systems feature.- Up-To-Date Account Data
If this notification's System has access to other target systems via the Share account fields between target systems feature, those systems are listed under the Up-To-Date Account Data pane. To use shared fields in the notification body, see Use shared fields in notifications.
- Other Account Data
If this notification's System doesn't have access to other target systems, it's still possible to use their shared data, but data availability isn't guaranteed. Those systems are listed here. To use their shared fields, see Use shared fields in notifications (dependency-free).
Click Save.
Proceed according to the setting of the Use Raw HTML Template toggle:
Disabled: Go to the Message tab, and customize the notification using the WYSIWYG editor. You can use notification variables in the message body.
Enabled: Go to the HTML (Raw) tab, and customize the notification's raw HTML code.
Click Save.
Go to Notifications.
For the relevant notification, click
Edit.
Continue by following the instructions in Add a notification.
Go to Notifications.
For the relevant notification, click
Delete.
In the dialog box, click Delete to confirm.