Setting Up Notification Composer

This topic discusses the pages required to set up Notification Composer.

Follow these steps to set up and use Notification Composer:

  1. Use the Steps to Convert Existing Notifications step to convert existing AWE and Activity Guide Composer notifications to Notification Composer.

  2. Use the Define User List Page to create user lists. User lists can be used to define email recipients, senders, and reply to lists for notifications.

  3. Use the Define Business Processes Page to create business processes definitions for the Notification Composer process.

  4. Use the Define Notification Event Page to create notification events.

  5. Use the pages in the Creating and Managing Notifications with Notification Composer topic to create notifications, including general information and message content.

  6. Add the EONC_USER role to anyone who needs access to the Notification Composer component.

    For more information about setting roles, see PeopleTools: Security Administration, "Administering User Profile," Specifying User Profile Attributes.

Page Name

Definition Name

Usage

My Preferences - Notifications Page

PTPN_USER_PREF

Select contact preferences such as email address, and notification delivery preferences for yourself. You can also view which notifications you receive, and determine the method you wish to receive each notification.

Define User List Page

EONC_UL_SRCH_FL

Maintain user lists and add new lists. User lists can be used to define notification recipients.

Add New User List Page

EONC_UL_ADD_SCF

Create user lists that can be used to define notification recipients.

Define Business Processes Page

EONC_BUS_PROC_FL

Maintain business process definitions and add new processes for Notification Composer. Business processes represent logical grouping of Notification Events.

Add Business Process Page

EONC_BP_ADD_SCF

Add additional business processes for your Notification Composer configuration. Business processes represent logical grouping of Notification Events.

Define Notification Event Page

EONC_XREF_DEFN_FL

Manage notification events and create new events.

Add Notification Event Page

EONC_XREF_ADD_SCF

Create a new notification event.

Edit Notification Event Page

EONC_XREF_EDIT_SCF

Modify an existing notification event.

Use the My Preferences - Notifications page (PTPN_USER_PREF) to select contact preferences such as email address, and notification delivery preferences for yourself.

Navigation:

My Preferences > Notifications

This example illustrates the fields and controls on the My Preferences - Notifications page.

My Preferences - Notifications (MYOUNG/MYOUNG)

Contact Preferences

Field or Control

Description

Choose

Select this button to access the Email Address page where you can select an email address for notifications.

Email addresses are sourced from the User Profile - General page (PeopleTools > Security > User Profiles > User Profiles > General.

Notifications Delivery

Use this section to view which notifications you receive, and determine the method you wish to receive each notification.

Field or Control

Description

Select (check box)

Select to display the Action button where you can Enable or Disable the Email, In-App, or Text options in bulk.

Notification Name and Functional Category

Displays the information that is determined on the Define Notification Event Page.

In-App, Email, Text

Select the method(s) that you would like to receive a notification for each Notification Name.

The methods that appear on this page default from the Notification Administration - Global Settings page.

Use the Define User List page (EONC_UL_SRCH_FL) to maintain user lists and add new lists. User lists can be used to define notification recipients.

Navigation:

Enterprise Components > Notification Composer > Define User List > Define User List

This example illustrates the fields and controls on the Define User List page.

Define User List page

Field or Control

Description

Add User List

Select this button to access the Add New User List Page and create a new user list.

Search Criteria

Enter search criteria to find existing user lists. You can search by User List ID, Source, Description, and Results Type.

Search Results

The Search Results displays existing user lists based on your search criteria. For an understanding of each column, see field definitions for the Add New User List Page.

Select a user list row to view or edit user list details on the User List Details page.

Note: The User List Details page (EONC_UL_EDIT_SCF) and Add New User List Page layouts are almost identical. The only difference is that the User List Details page also includes the last updated date and time, and updated by information of the user list.

Use the Add New User List page (EONC_UL_ADD_SCF) to create user lists that can be used to define notification recipients. Some fields on the page are generated dynamically based on the Source field value.

Navigation:

Select the Add User List button on the Define User List page.

This example illustrates the fields and controls on the Add New User List page.

Add New User List page

Field or Control

Description

User List ID and Description

Enter a short and long description for the user list.

Source

Select a source from which you will create the user list. Supported sources are:

  • Application Class

  • Role

  • Role Query

  • SQL Definition

When you select a source value, the fields on the page change dynamically. See the sections that follow to view the additional fields that appear with each Source option.

Results Type

Select a results type for the user list. The results type determines the type of contact information the source returns:

  • Email Address

  • Phone Number

  • User ID

Note: If you select Role or Role Query from the Source field, only User ID result type can be used.

Source: Application Class

The page displays these fields when you select Application Class for the Source value:

Field or Control

Description

Package Name

Enter the package (container) associated with the PeopleTools Application Class that is the source for the user list.

Class Path

Enter the directory path that defines the location of the PeopleTools Application Class that is the source for the user list.

App Class (Application Class)

Enter the PeopleTools Application Class to be used as a source for the user list.

Method Name

Enter the method (function) associated with the PeopleTools Application Class that has the logic to identify the recipients.

Source: Role

The page displays these fields when you select Role for the Source value:

Field or Control

Description

Role Name

Enter the security role.

Recipients are determined based on user IDs matching this security role.

Source: Role Query

The page displays these fields when you select Role Query for the Source value:

Field or Control

Description

Query Name

Enter the query name that returns one or more User IDs as the recipients.

Source: SQL Definition

The page displays these fields when you select SQL Definition for the Source value:

Field or Control

Description

SQL Object ID

Enter the stand-alone SQL defined in Application Designer that is the source for the user list.

Use the Define Business Process page (EONC_BUS_PROC_FL) to maintain business process definitions and add new processes for Notification Composer. Business processes represent logical grouping of Notification Events.

Navigation:

Enterprise Components > Notification Composer > Define Business Process > Define Business Process

This example illustrates the fields and controls on the Define Business Processes page.

Define Business Process page

Field or Control

Description

Filters button (Business Process page)

Select this button to access the Filters page and enter parameters used to filter the list by a given business process, description, or object owner ID.

Add Business Process

Select this button to access the Add Business Process Page and add additional business processes for your Notification Composer configuration.

Edit button

Select this button to access the Edit Business Process page (EONC_BP_EDIT_SCF) and edit an existing business process definition.

Note: The Edit Business Process page and Add Business Process Page layouts are almost identical. The only difference is that the Edit Business Process page also includes the last updated date and time, and updated by information of the business process.

Delete

Select this button to delete the business process.

This button is available only for those business processes you created. You cannot delete a delivered system data event.

Use the Add Business Process page (EONC_BP_ADD_SCF) to add additional business processes for your Notification Composer configuration. Business processes represent logical grouping of Notification Events.

Navigation:

Select the Add Business Process button on the Define Business Processes Page.

This example illustrates the fields and controls on the Add Business Process page.

Add Business Process page

Field or Control

Description

Business Process and Description

Enter a short and long description for the business process.

Owner ID

Enter the application owner for the business process.

Done

Select this button to add and save the business process.

See the Define Notification Event Page.

Use the Define Notification Event page (EONC_XREF_DEFN_FL) to manage existing notification events and create new events. Notification Events are events that occur within the context of a PeopleSoft application that trigger notifications, such as hiring an employee or adopting a baby. Notification Events map to theNotification ID, PeopleTools Notification Name, Functional Category, and Business Process.

Navigation:

Enterprise Components > Notification Composer > Define Notification Event > Define Notification Event

This example illustrates the fields and controls on the Define Notification Event page.

Define Notification Event page

Field or Control

Description

Add Notification Event

Select this button to access the Add Notification Event Page and create a new notification event.

Search Criteria

Enter search criteria to find existing Notification Events. You can search by Notification ID, Business Process, Owner ID, PeopleTools Notification Name, and so forth.

Search Results

The Search Results displays existing Notification Events based on your search criteria. For an understanding of each column, see field definitions for the Add Notification Event Page.

Field or Control

Description

Overridden

Indicates whether the delivered Notification ID has been overridden with a new value.

You can override the delivered Notification ID using the Edit Notification Event Page.

Edit button

Select this button to access the Edit Notification Event Page and edit an existing notification event.

Delete

Select this button to delete the Notification Event.

This button is available only for those notification events you created. You cannot delete a delivered system data event.

Use the Add Notification Event page (EONC_XREF_ADD_SCF) to create a notification event. Notification Events are events that occur within the context of a PeopleSoft application that trigger notifications, such as hiring an employee or adopting a baby. Notification Events map to the Notification ID.

Navigation:

Select the Add Notification Event button on the Define Notification Event page.

This example illustrates the fields and controls on the Add Notification Event page.

Add Notification Event page

Field or Control

Description

Notification Event

Enter the notification event. This information is used as the Notification Event ID.

Notification Event Description

Enter a description for the notification event.

Notification ID

Enter a Notification ID for the event. The Notification ID helps identify the corresponding PeopleTools Notification, Notification Category, Business Process, and Functional Category.

After you enter the Notification ID, the corresponding PeopleTools Notification and Business Process fields display below.

You can select the adjacent blue Information icon to access the Notification Details page and view notification details, such as in-app, email, and text.

See Notification Details Page.

Notification Description

Displays the description of the notification.

PeopleTools Notification Name

Displays the PeopleTools notification name associated with this event. PeopleTools notification name is defined within PeopleTools Push Notification Framework.

You can select the adjacent blue Information icon to access the PeopleTools Notification Name Details page and view details specific to the PeopleTools notification name, such as delivery channel preferences and personalization authorization.

Notification Category

Displays the Notification Category associated with this event.

Business Process

Displays the Business Process associated with this event.

Business process is a logical grouping of Notification Events.

Functional Category

Displays the Functional Category associated with the PeopleTools Notification.

Functional category is defined within PeopleTools Push Notification Framework and represents a logical grouping of PeopleTools notification name.

Use the Edit Notification Event page (EONC_XREF_EDIT_SCF) to modify an existing notification event.

Navigation:

Select the Edit Notification Event button on the Define Notification Event page.

This example illustrates the fields and controls on the Edit Notification Event page.

Edit Notification Event page

Use this page to modify the Notification Event Description or Override Notification ID values. For example, if you have cloned and modified a delivered Notification ID, use the Override Notification ID field to map to the cloned Notification ID.

Use the blue Information icons to access notification details.

See Notification Details Page.