Transactions Notifications
There are two ways to send notifications to users about Transactions creation, update or removal:
Send notifications to specific groups without Notification scheme adjusting
You can inform members of specific groups about any changes of transactions.
To set notifications go to CRM Administrator Menu/ Transactions Tab:
![](../../__attachments/3257696506/image-20230420-144755.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)
Examples:
Event | Attribute | Value | Subject (Subject of letter) | Body (Letter's text) |
---|---|---|---|---|
Transaction creation | - | - | Transaction in %{new_tran_sale} is created | Issue: <a href="http://jira-test.teamlead.ru/browse/%{new_tran_sale}">%{new_tran_sale}</a>.<br/> |
Transaction removal | - | - | Transaction in %{old_tran_sale} is removed | Issue: <a href="http://jira-test.teamlead.ru/browse/%{old_tran_sale}">%{old_tran_sale}</a>.<br/> |
Transaction update | Status | Fact | Transaction in %{new_tran_sale} is updated | Issue: <a href="http://jira-test.teamlead.ru/browse/%{new_tran_sale}">%{new_tran_sale}</a>.<br/> |
Transaction update | Status | Plan | Transaction in %{new_tran_sale} is updated | Issue: <a href="http://jira-test.teamlead.ru/browse/%{new_tran_sale}">%{new_tran_sale}</a>.<br/> |
Links %{new_tran_sale} and %{old_tran_sale} result to show transaction's issue key.
Links %{new_tran_sale_summary} and %{old_tran_sale_summary} return the issue key and issue's summary.
In this case you can manage how email's (notification's) subject and body will look like. For example:
![](../../__attachments/3257696506/image-20230420-144927.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)
Add Event to Notification scheme
Go to Administrator menu/ Issues/ Notification Schemes, find in the table Transactions Events (Transaction Added, Transaction Changed, Transaction Deleted) and press 'Add' to add groups, roles or users to receive notifications about correspondent event.
![](../../__attachments/3257696506/image-20230420-144942.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)
In this case an email will have standard notification view:
![](../../__attachments/3257696506/image-20230420-145005.png?inst-v=ab8c9a6d-85f0-402c-bb77-836cb866e34c)