Creating a new Notification Master record

In the Notification Master view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Notification Master record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Notification Master resource assigned to your role must include the 'Create' operation.

Creating a new Notification Master record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Notification Master/Create window opens. Here is an example of the fields displayed on the Create page:

Create

    • Enter a Notification Name for the new notification master record. This is a mandatory field.

    • Enter or select from the lookup an Instance in the Instance Name field. This is a mandatory field.

  1. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Notification Name/Instance Name combination and click Continue, the details page for that combination opens in edit mode.

  2. The Notification Master-Detail page opens for the new record. All of the fields on this page are blank or contain a set default.

    For details on the information required in every field, please see the field descriptions outlined in the Notification Master-Details Page topic.

  3. When all of the information is confirmed, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Account Areas of Interest-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Notification Master record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  4. Repeat these steps until all of required the Notification Master records are set up.

 
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