Field reference
Notification
How to use Notification in Email & Notifications: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain sending and receiving configuration, templates and notification rules. Check sender identity and delivery before enabling automatic notifications. Never place mailbox passwords or service keys in documentation or public fields.
This page is a record page in System Admin → Email & Notifications. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Channel, Send Alert On, Document Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Notification from System Admin → Email & Notifications, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Standardis_standard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Channelchannel | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Slack Channelslack_webhook_url | Link Optional | To use Slack Channel, add a Slack Webhook URL . Linked record: Slack Webhook URL |
Subjectsubject | Data Optional | For a dynamic subject, use Jinja tags like this: {{ doc.name }} Delivered |
Send Alert Onevent | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Document Typedocument_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Trigger Methodmethod | Data Optional | Trigger on valid methods like "before_insert", "after_update", etc (will depend on the DocType selected) |
Reference Datedate_changed | Select Optional | Send alert if date matches this field's value |
Reference Datetimedatetime_changed | Select Optional | Send alert if datetime matches this field's value |
Days Before or Afterdays_in_advance | Int Optional | Send days before or after the reference date |
Minutes Offsetminutes_offset | Int Optional | Send at the earliest this number of minutes before or after the reference datetime. The actual sending may be delayed by up to 5 minutes due to the scheduler's trigger cadence. |
Last Rundatetime_last_run | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Value Changedvalue_changed | Select Optional | Send alert if this field's value changes |
Sendersender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Send System Notificationsend_system_notification | Check Optional | If enabled, the notification will show up in the notifications dropdown on the top right corner of the navigation bar. |
Notification Typenotification_type | Link Optional | Category for the in-app notification. Used for filtering and per-user email preferences. Linked record: Notification Type |
Notification Titlenotification_title | Data Optional | Headline of the in-app notification. Falls back to Subject if left blank. Supports Jinja. |
Notification Messagenotification_message | Small Text Optional | Optional body of the in-app notification. Supports Jinja. |
Sender Emailsender_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Condition Typecondition_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Conditioncondition | Code Optional | Optional: The alert will be sent if this expression is true |
Set Property After Alertset_property_after_alert | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Value To Be Setproperty_value | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Send To All Assigneessend_to_all_assignees | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Recipientsrecipients | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Notification Recipient |
Email Templateemail_template | Link Optional | Send this notification's content from an Email Template instead of Subject/Message. Also used for the bell if Send System Notification is checked. The template is looked up fresh on every send, so editing it later changes what gets sent here too. Linked record: Email Template |
Message Typemessage_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Messagemessage | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Attach Printattach_print | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Print Formatprint_format | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Format |
Attach Filesattach_files | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Attach Fieldfrom_attach_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Child tables
Recipients — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Receiver By Document Fieldreceiver_by_document_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Receiver By Rolereceiver_by_role | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
CCcc | Code Optional | Optional: Always send to these ids. Each Email Address on a new row |
BCCbcc | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Conditioncondition | Data Optional | Expression, Optional |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.