Adding a Custom Notification

If custom notifications are enabled, you can use Add Custom Notification to create a new, custom notification rule.

Add a custom notification

  1. From the navigation menu, select Admin > Notifications Admin.
  2. Click Notification Rules, and then select All Notifications.

  3. Select Add Custom Notification in the top right corner of the next page.

  4. Enter a Name and a Description for the new notification rule.
  5. In the Notification Tier section, do one of the following:
    • Select a specific tier name from the list.
    • Leave the setting unchanged to keep all tiers selected.
  6. Select a Notification Trigger from the list. 
  7. In the Notification Rule section, set the Field, Operator, and Value for the new notification rule.
  8. In the Notification TaskType section, select the check box for the specific task type to notify when a task related trigger is selected.
    • You can choose the Select All option to notify all task types.

    Note: The Notification TaskType section only appears if a task related trigger is selected.

  9. In the Notification Recipients section, select the check box next to each user you want notified when the selected case field changes.
    • To select an individual recipient, type their name into the Individual Recipient text box.
  10. In the Notification Message section, do one of the following:
    • Make no changes to keep the default message
    • Create a custom message using the available tokens. Tokens are available in the Tokens list.

      Tip: To activate the Tokens list, select an area in the message body where you want the token to appear, and then click the Tokens list.

  11. In the Notification Options section, do the following:

    • Select the Active check box to activate the notification.
    • Select the User can choose to opt out of notifications check box to allow users to opt out of this notification.
  12. Select Save.