Get Started with Calyx RIM

Use the Create Notification Wizard

From the Calyx RIM Home Page, you can create Global Notifications. From an entity attributes page, you can create either an instance Notification or a Global Notification.

To create a notification:
  1. Start the Create Notification wizard:
    • From the Home Page, click Wizards > Create Notification or in the I Am looking To window Create a New > Notification. The Choose Notification Type page appears. Go to step 2.
    • From an entity attributes page, click Wizards > Create Notification or Notifications tab > Create Notification icon. The Choose Notification Type page appears. Go to step 3.
  2. On Choose Notification Type page select the entity type if you started the Wizard from the Home Page.
  3. On Choose Notification Type page select one of the available notification type options. Notification types include:
    • When a Value Changes, When Status Changes to a Specific Value, When a Date Approaches or Passes, and When a Record is Created.
      Note: The availability of these options for selection depends on the entity type selected, whether a descendant is selected, whether the notification is global, and the location from which you started the Create Notifications wizard. For example, When a Record is Created is not available for a specific instance notification.
    • To create a global notification, select Global Preset Notification, and then specify the type of notification you want to create.
    • To create a notification for a specific instance, do not select Global Preset Notification, just specify the type of notification you want to create.
  4. Click Next.
    The Specify Entity Specific Information page appears. One of the following occurs:
    • If you selected Global Preset Notification and you selected Product Family, Product, Product Component, or Application as the entity on the previous page, you must either select a specific entity type for notifications or check Create Notification for any Type.
    • If you did not select Global Preset Notification and Product Family, Product, Product Component, or Application as the entity, no input is required.
  5. Click Next. On the Select Rule Settings page, do the following based on the type of notification you are creating:
    • For a value change, select the attribute that will trigger a notification.
    • For a status change to a specific value, select the status change that will trigger a notification.
    • For a date notification, select the date that will trigger a notification, enter the number of days before the date to send a notification, enter the number of days after the date to send a notification, and enter how often the notification should be resent.
  6. Click Next. 
  7. On the Mail Settings page, do the following:
    1. Enter a subject line for the notification e-mail in Subject.
    2. Enter a comment to be sent with the notification in Comment.
      This field is optional, but provides text for the email notification.
    3. Select one or more entities whose associated users should receive the notification in Concerned Parties.
    4. Optionally, enter the e-mail addresses of other users or click the Search Person icon to use the e-mail browse dialog box to add e-mail addresses in Also Send To.
      Separate multiple e-mail addresses with a semi-colon (;). Special characters cannot be used in email addresses. 
    5. Optionally, make selections for CC Concerned Parties / Also CC and BCC Concerned Parties / Also BCC.
  8. Click Next.
    A confirmation page appears, listing the actions that will be taken.
  9. Click Finish.
    After the Notification is triggered, it appears in the Alert Center for predefined users or groups, if this option was selected.