Create an Announcement Notification

To create and manage Announcement Notifications based on your security permission, you can access the newly added Announcement Notifications list page from Setup > Notifications.

Note: By default, the page lists all Announcement Notifications in alphabetical order.

This article details how to create an Announcement Notification.

Creating an Announcement Notification

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Notifications to access the Notification List page.

    Note: By default System Notifications is selected.

  3. From the Notification Type options, select Announcement Notifications.
  4. From the Announcement Notifications List page click New.
  5. Enter a descriptive Name.
  6. Enter the subject line of the notification in the Title box.

    Note: HTML tags are not supported in the Title box.

  7. Select the Language (English or French).
  8. Choose a Valid Until date.

    Note: The Announcement Notification will not be sent after this specified date.

  9. Within Schedule Announcement Notifications for Future Delivery section:
    1. Select a Scheduled Send Date: This is the date on which the Announcement Notification is scheduled to be sent.

      Note: By default, this field is empty, allowing you to choose the desired date for sending the notification.

    2. Select the required Time: The specific time, represented in military format, at which the Announcement Notification is scheduled to be sent.

      Note: By default, this field is set to 00:00.

    3. Select the required Time Zone: The geographic region or area where the scheduled time for sending the announcement notification is based.

      Note: By default, this field is set to (GMT -05:00) Eastern Time (US and Canada).

  10. Enter the required Message. You can customize the message body using the Rich Text Editor. For formatting options and features, see Rich Text Editor.

    Note:

    • Pasting text into the rich-text editor should preserve most formatting, but some types of unsupported formatting, such as colored text, may need to be added manually in the editor after pasting.
    • When applying formatting to Parameters, the entire parameter name including percentage signs (%) must be formatted.
  11. Click Save.
  12. Upon saving, note that the Recipients tab is now available to you where you can choose Users, Functional Groups, Resource Groups, Approval Groups, Clients, Security Profiles, Sites and/or Timesheet Templates who will receive the notifications.

Adding Users to the list of Recipients

  1. Navigate to the Recipients tab.
  2. From the To section click New.
  3. Choose the Recipient type: On the Scheduled Send Date, the system will identify Users (or Client Contacts for Clients) associated to the selected Recipient type to receive the Announcement Notification.
    1. Users: Selected Users.
    2. Functional Groups: Users associated with the selected Functional Groups.
    3. Resource Groups: Users associated with the selected Resource Groups.
    4. Approval Groups: Users associated with the selected Approval Groups.
    5. Clients: Client Contacts for selected Clients.
    6. Security Profiles: Users associated with the selected Security Profiles.
    7. Sites (User's Active Site): Users associated with the chosen Site.
    8. Timesheet Templates: Users associated with the selected Timesheet Templates.
  4. Depending on your choice above the page will refresh and the selected list will be displayed.

    Tip: To narrow the list down you can search the list based on Name or Id.

  5. Select the required option from the Available list on the left and Add them to the Selected list on the right .
  6. Click Close to return to the edit page.
  7. If required Enter the CC or BCC recipients email addresses separated by a semicolon within the Other Recipients section.
  8. Click Save to apply your changes.
  9. If you have scheduled the Announcement Notification for future delivery then click the Back button. Your Notification will be sent according to the schedule of the Notifications Delivery Automation Service.

    Caution: As a precautionary note, please be advised that delays might occur depending on the schedule settings of your Notifications Delivery Automation Service.

    Example: If you have set an Announcement Notification to be sent at 13:30, and your Notifications Delivery Automation Service runs every 60 minutes, with the most recent operation at 13:00, your Announcement Notification will be dispatched at the next execution time of the Automation Service, which is 14:00.

  10. Otherwise, click Send to immediately deliver the notification to the selected Users.

    Note: By clicking Send, the Announcement Notification will be immediately sent to the designated recipients regardless of the schedule.