Feature Overview:‍

This update introduces a unified notification templating system, allowing for streamlined Email and SMS alerts. The new system enhances flexibility by integrating a more reliable delivery method for transactional messaging.

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Related Features:

• Email and SMS Notifications
• Custom Form Alerts

Features/Benefits:

• Centralized Notification Management – A new templating system for easier creation and modification of notifications.
• Expanded Alert Capabilities – Support for both Email and SMS alerts, with a structured approach to configuring them.
• Customizable User Preferences – Users can manage their notification subscriptions in Profile > Settings/Manage User > Notifications, choosing which alerts to receive via Email or SMS.
• Optimized Delivery System – Notifications are processed through an improved infrastructure for better reliability and performance.
• Support for Dynamic Content – The templating engine enables placeholder-based customization for personalized alerts.
• Enhanced Rule Configuration – New attributes added to alerts, including type (Info, Warning, Success, Error) and trigger conditions (Script or BPA Condition).
• Seamless Integration with Custom Forms – Users can assign notification templates directly within custom forms to automate messaging.

How It Works:

1. Navigate to the Settings menu and select Notification Templates.
2. Create or edit a notification template, specifying Email and SMS formats.
3. Configure alert rules by defining the type (Info, Warning, Success, Error) and trigger conditions (Script or BPA Condition).
4. Assign Email and SMS templates to alerts for consistent messaging.
5. Users can manage their notification preferences in Profile > Settings/Manage User > Notifications, where they can enable or disable specific alerts at the account or role level.
6. The system dynamically generates content for Email and SMS based on configured templates.
7. Notifications now support subject, content, and attachments, ensuring structured and well-formatted messages.
8. Alerts and notifications are managed within Settings > Custom Forms > Edit Custom Form > Access & Alerts > Notification, where templates are assigned.