Teams Notifications

Form ID: (SM204006)

You use this form to create and edit a Teams notification template, which you then use to send notifications from MYOB Acumatica to a Teams channel. A Teams notification template defines the channels that will receive the notification and the record that should be opened when a user taps the notification.

To personalize the notifications by using recipients' data, you can insert placeholders—that is, system variables enclosed in double parentheses, such as ((CustomerFullName)). Placeholders can be used in the template's body (that is, in the text on the Messages tab) as well as in Subject box.

You can add attachments to a template by using the Files button on the form title bar. For details about how to attach files to records, see To Attach a File to a Record.

This form is available in the system only if the Teams Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

In this area, you can specify the settings for a new Teams notification or select an existing Teams notification for viewing and possible modification. The elements of this area are summarized below.


Element	Description
Notification ID	Required. The string that identifies the template. When you are adding a new Teams notification template, the system generates this identifier automatically, based on the value in the Description box.
Description	Required. A description of the template.
Subject	The subject of the notification, a placeholder that makes up the subject, or a combination of text and placeholders. To add a placeholder, you click the magnifier button; in the lookup table, you open the needed node, click the field to be used as a placeholder, and click Select to insert it. The information in the lookup table is based on the form or generic inquiry selected in the Screen box of the form.
Channel	The name of the Teams channel to which the notification will be sent.
Screen	Required. The form whose elements are used as the source of fields for this template.

Message Tab

The tab contains an area where you can enter the message that is sent when this Teams notification template is used. The area consists of the following:

A formatting toolbar, with buttons you can use to edit text, change the typographical treatment of the text, and format it. You can also click buttons to add files and insert images.
A text area, where you can enter the message. You can type the message here and edit it by using the buttons on the formatting toolbar.

For details on the buttons available on the toolbar, see Formatting Toolbar.

While you are entering text on this tab, you can insert a placeholder by clicking Insert > Datafield (to select the field whose value will be inserted in the text area) or Insert > Previous Datafield (to select the field whose previous value can be inserted in the text area) on the formatting toolbar. When you click either button, a lookup table is displayed of the applicable fields of the form selected in the Screen box of the Summary area. You open the needed node, select the field to be used as a placeholder, and click Select to insert it.

Important:

If a Teams notification template is used as subscriber of a business event of the Trigger by Record Change type (that is, if an event with this type is listed on the Send by Events tab) and a field that contains a time value is used as a placeholder, the system converts the time value according to the time zone specified for the admin service user. This time zone is specified in the Time Zone box on the Personal Settings tab of the Users (SM201010) form or on the General Info tab of the User Profile (SM203010) form. If no time zone is specified for the admin user, the system uses the time zone specified in the Login Time Zone box of the Site Preferences (SM200505) form.

Send By Events Tab

You use this tab to view existing business events that trigger the selected notification. You can also create a needed business event by clicking Create Business Event on the table toolbar of the tab.

Tip:

The tab is displayed only for saved notification templates.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
You can add a link to an existing event by clicking Add Row on the table toolbar. The system adds the template as subscriber to the added business event.
Button	Description
Create Business Event	Opens the Create Business Event dialog box, where you specify the name of the new business event. You click OK in the dialog box, and the system opens the Business Events (SM302050) form in the new tab with the new business event for which the template is configured as a subscriber.

Table 2. Table Columns
Column	Description
Event ID	The unique identifier of the business event. You can click the link in the column to open the Business Events (SM302050) form for the selected event.
Description	A description of the business event.
Active	A check box that indicates (if selected) that this business event is active and the system can process the subscribers specified on the Subscribers tab if this business event has occurred.
Type	The type of the business event, which can be one of the following: Trigger by Record Change: The system processes the subscribers specified on the Subscribers tab when the inquiry results or data provided by the data entry form have changed in the ways that meet the conditions specified on the Trigger Conditions tab. The option is available if an inquiry form or data entry form is specified in the Screen box. For details on this type of business event, see Business Events: Data Change Processing. Trigger by Schedule: At the times and frequencies specified on the Schedules tab, the system checks the results of the inquiry and processes the subscribers specified on the Subscribers tab if the inquiry results satisfy the conditions specified on the Trigger Conditions tab. The option is available if an inquiry form is specified in the Screen box. For more information about this type of business event, see Business Events: Scheduled Event Processing. Trigger by Action: The system processes the subscribers specified on the Subscribers tab when a user clicks the action specified in the Action Name box for this business event. The option is available if an inquiry form or data entry form is specified in the Screen box. For details on this type of business event, see Business Events: User-Triggered Processing of Subscribers.