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The Notification Card

The notification card is where you define all details of a notification. It is divided into several sections.

Notification Card

General

In this section, you define the basic properties of the notification.

  • Description: A meaningful text describing the purpose of the notification.
  • Status: Shows the current status. This cannot be edited directly but is controlled via the Activate and Deactivate actions.
    • Draft: The notification is new or a copy and not yet active.
    • Active: The rule is activated and monitored by the system.
    • Inactive: The notification has been manually deactivated and is ignored.
    • Completed: A one-time notification that has already been triggered.
  • Mode: Determines how often the notification should trigger.
    • Recurring: The notification is triggered each time the conditions are met.
    • One-time: The notification is only triggered the first time the conditions are met and then automatically set to "Completed" status.
  • Notification Owner: The user responsible for this notification. The list view is filtered by this field by default.

Notification Card General Notification Card Activate

Trigger & Monitored Fields

Here you define when a notification should be triggered.

  • Table No. / Table Name: Select the table to be monitored (e.g., "Customer", "Sales Order").
  • Table Filter: Click on this field to open a filter window. Here you can set very specific conditions for triggering.
    • Example: You only want to be notified about customers from a specific country. Add a filter for the "Country Code" field here.
  • Action Type: Select the database operation to respond to:
    • Insert/Modify: Triggers when a new record is created or modified.

Notification Card Trigger

info

Fields/filters can only be edited when the notification is not Active.

Channels & Recipients

In this area, you define how and to whom the notification is sent.

Channels

Define one or more delivery channels:

Recipients

Define one or more recipients:

  • BC User: A specific Business Central user.
  • BC User Group: All users in a user group.
  • Customer: Primary email address of the customer.
  • Vendor: Primary email address of the vendor.
  • Manual Email: Enter an email address manually.

Notification Card Channels

Statistics

This area gives you a quick overview of the notification's activity.

  • Triggered Count: Counts how many times the notification has been triggered.
  • Last Triggered At: Shows the date and time of the last trigger.
  • Action "Reset Statistics": Via the actions, you can reset these counters if needed.

Notification Card Statistics

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