Incident Settings – Notification Templates & Notifications

Owned by amani imtiyas
Last updated: Jan 08, 2025 by Eranda.Grero
24 min read

This article contains:

1. Notification Templates Settings

This settings page will let you setup and configure various notification templates to be available when triggering notifications. Select the notification name, type, description, notification method, subject and body (for email notifications), SMS body (for SMS notifications), and API body (for API notifications). You can specify under which conditions these templates are to be used in the Notifications page of this Settings area.

Figure 1.1

Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Notification Template Configuration will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.

To create a new notification template:

  • STEP 1: Click the New button at the top-right corner of the page. 

  • STEP 2: Enter the following fields.

Field

Description

Field

Description

Name

Define a name for the template. Name should be unique.

Notification Type

A dropdown including types; incident, investigation, action, resolution, close, sign off, risk, submission, custom, incident review, notification delivery failure. Selecting a type will determine the snippets and trigger criteria of the notification.

Description

A textbox to include a brief description of the notification template.

Notification Method

Select the method of the notification to be sent.

Notes: 

  • In addition to Email notifications, you are able to configure SMS and API notifications too, if these are set up. If not, you will only see the Email notification method.

  • Should you require to setup SMS or API notifications, please contact CAMMS Support.

Subject

This will be the email subject of the notification.

Note: Additionally, you can include snippets for custom fields that are added via 'Object Configuration Settings' using the following syntax: {{ObjectName.FieldName}}

E.g. For a custom object named <Claim> you wish to include the <ClaimNumber> custom field in the email, include it as: {{Claim.ClaimNumber}}

Email Body

Text area to include an email notification body. Few common formatting functionality will be included here such as bold, italic, underline, strike through text, align text to right, left, centre, justify, remove alignment, font size, spell check, and snippets.

SMS Body

Text area to include an SMS notification body. Snippets will be able to be added in this section too.

Additionally, you can include snippets for custom fields that are added via 'Object Configuration Settings' using the following syntax: {{ObjectName.FieldName}}

E.g. For a custom object named <Claim> you wish to include the <ClaimNumber> custom field in the email, include it as: {{Claim.ClaimNumber}}