Concept: Notification Designer
Notification Designer enables you to create and manage the layout, design, and content of a notification template that you use when sending notifications for specific tasks and custom notifications for business processes. You can create multiple notification templates for each type of notification and the notification templates can be used as alternatives to an email template.
With Notification Designer, you can create a new notification template from Drive and then:
- Select a prebuilt notification layout or design your own.
- Add text, images, buttons, dynamic data rows, and other content areas, and format those areas.
- Share the notification template with others.
- Collaboratively edit the notification template with others who have edit access.
- Publish a notification template so that it can be used when sending notifications.
- Set notification categories to specify the types of notifications that can use the template.
Dynamic Content in Notification Templates
You can insert various types of dynamic content as data rows in notification templates. The task or business process that initiates a notification determines the values in the data rows when the notification is sent. Because some data rows are exclusive to specific types of notifications, a notification template can include only 1 data row at a time, and the type of data row included determines the type of notification that can use it.
Example: In order for an
Invite to Apply
task to use a notification template, that notification template must include an Invite to Apply data row. Additionally, a notification template that includes an Invite to Apply data row isn't available for use in any type of notification except one from an Invite to Apply
task.Collaboration
Notification template owners can share notification templates with other users who have access to Notification Designer to collaborate on the content. When more than 1 user simultaneously views or edits a notification template, Notification Designer assigns a different colored avatar for each user and displays the avatars above the template.
Notification Template File Downloads
You can download a notification template as an NDXF file type and save a local copy of it as a backup. To download the template, from the
File
menu of a notification template, select Download As
> Notification Template (.ndxf)
. You must be the owner of the template or have Can Edit
permission to download it. A saved NDXF file can be uploaded to a different tenant, if needed. Before you can upload it, access the
Edit Tenant Setup - System
task. In the System Setup
section under File Type Setup Instructions
, make sure all file types are supported, or add NDXF to the list of supported file types for that tenant. Then, from Drive in the destination tenant, select Add New
> Upload
and navigate to the NDXF file. You can also migrate notification templates and their dependencies between tenants using Object Transporter (OX) 2.0.
Language Layouts for Translated Content
You can design and customize content for multiple target languages within a single notification template. Select the base language of a notification template when you create it, and after you add content, select
Language
> Add Language
to add a layout you can customize with translated text and images. Languages that are available to add are defined in the Languages
section on the Edit Tenant Setup – Global
task. Each new layout that you add to the notification template inherits the content present in the base layout at the time you add the language. You can customize the content in each layout by adding translated text, replacing images, setting fonts, and changing colors. You must add new containers and data rows directly to the base layout for changes to apply to all other languages.
When a notification template is published, all of the language layouts are published too. If you don’t add a layout for a recipient’s language in the notification template, notifications will be sent using the base language.