Notifications Automated Delivery

Notifications Automated Delivery


Module : Notifications
Topic : Automated Delivery
Version(s) : Version 5.1 and up 
Editions : All Editions




The Automated Delivery section of the Notifications module, is where you can create custom schedules for email and or internal notifications; therefore eliminating the need to manually prepare and send them. Navigate to Company Data > Notifications > Automated Delivery.



Click on the Show Schedules button to display existing notification schedules created.

  1. To modify an existing schedule click on the   maximize arrow beside the schedule name, and the attributes for that schedule will be displayed.
  2. To close the view of that schedule click on the   minimize arrow beside the schedule name, and you will be returned to the list of the schedules in the editor.
  3. To add a new schedule click on the  Add button located in the Edit Schedules window, and a new schedule will appear.

  1. Enter the name of the schedule.
  2. Choose when the schedule with run from the Month, Day, Hour and Minute drop down menus.  Note:   If you want the schedule to run consecutively rather than once on a certain date or day of the month, select "Every" from the drop down menus.
  3. If you need to delete the schedule, click the   delete icon.
  4. If the schedule is active, check the box.
  5. Select all of the desired notification options for Template Name, Script Name, Delivery Method, Type Code, Start Date and End date for the Notification schedule.
  6.   If you desire to have a schedule "linked" to another scheduled job, click on the   "Toggle Schedule Type" button and choose from the job type and scheduled job names.

  1. If you need to delete the schedule, click the  delete icon.
  2. If the schedule is active, check the box.
  3. Choose from the drop down list which Condition pertaining to the job that you are linking this schedule to, will determine when this schedule runs.
  4. Select all of the desired notification options for Template Name, Script Name, Delivery Method, Type Code, Start Date and End date for the Notification schedule.

Note:  T he linked schedule feature allows a schedule to be attached to the completion of a prior task in OrderLogix.  You can set up the condition to run the schedule based on the following options: Unconditional, On Success, or On Failure.

  • Click on the "Alert" Envelope located beside the "Schedule is active" checkbox and a Process Alert window will appear.


  1. Enter the name of the Alert.
  2. Select from the drop down menu whether the alert should be sent unconditionally, on the job succeeding, or based on the job failing.
  3. Enter the from email address as you want it to appear in the email.
  4. Enter the email address that the processing alert is to be sent to.  Note:  You can verify the email address by clicking on the  "Validate Email" button.
  5. Enter any CC recipients in the "CC" field, and separate multiple addresses by semi colons.
  6. Enter the subject of the email.
  7. Enter the body of the email message, if you choose to include alias fields you can see the different options displayed in the screenshot above. Select the alias from the drop down menu, and then click the "Insert" button.
  8. If you need to have more than one alert set up with different criteria for a given job, select the "choose multiple" button which will prompt a dialog box asking if you want to keep changes for this alert. 



  • By clicking "OK" you will be brought to the process alert lister screen, allowing you to add multiple alerts.


  • Click the Save button, the changes will be saved and the Notification Schedule window will close.
  • To cancel any of the current changes you have made, click the Cancel button. This will close the Notification Edit Schedule window without saving any changes.
  • Click on the  "show upcoming" button to view upcoming schedules that have been created, and a list of the pending scheduled jobs will appear.



  • To view details on any job that has successfully run, click on the hyperlink that is "succeeded;" and the job details window will appear. This will display the results of the job that has run.


  • When you are finished viewing the information, click the close button to return to the previous screen.




Notification Automated Delivery
Copyright 2019
Revised 5.7.2019

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