The change request process allows the caller to be informed about the work progress.
In SimpleOne, this process is implemented as "notifications" sent by email. For now, there are four types of notifications:
Notification "Change request created"
This type of notification is sent when creating a new change request.
Notification "Change authorization required"
This type of notification is sent when the change request state is set to Authorization. In this state, the change request is awaiting authorization.
Notification "Change request scheduled"
This type of notification is sent when the change request state is set to Scheduled. In this state, the change request is fully authorized and scheduled. It has a planned start date and planned end date.
Notification "Change request completed"
This type of notification is sent when the state is changed to Completed. The works are over, and the change is implemented.
Notification "Change approval requested"
This notification is an authorization ticket. It is sent when authorization is required.
Notification "Comment added"
This type of notification is sent when the assigned person or end-user added any comment to the Additional Comments field.
All notifications are sent out to the email that is a contact for a person specified in the Caller field.
You can create new notifications, or modify existing ones. To create a new notification, please complete the following steps:
- Navigate to the System Notification → Notification;
- Click New and fill in the form;
- Click Save.
| Field | Description |
|---|---|
| Name | Displayed notification name. |
| Table | The table name where the notification should be created. If you are creating a notification for the change, then select the Change Request table. |
| Active | Turn this checkbox on if you want this notification to be active, |
| Sys updated by | This field contains information about the person who performed the last update of the notification. This field is filled automatically and always read-only. |
| When to Send tab | |
| Condition | The condition to meet before sending the notification. |
| Inserted | Turn this checkbox on if you want this notification to sent when inserting the record. |
| Updated | Turn this checkbox on if you want this notification to sent when updating the record. |
| Who Will Receive tab | |
| Users | In this field, you can add the users you want to notify about the change request activities. |
| Other | In this field, you can add an email to subscribe to the change request activities. |
| What Will Contain tab | |
| Subject | The displayed notification subject. |
| Message | The notification body in plain text. |
| Message html | The notification body, this field supports HTML tags, variables. SimpleOne API methods. |
