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Purpose

The purpose of this quick reference guide is to step through the process of creating Expense Claim Notification Settings. The intended audience for this document is System Administrators/Standard Users.

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Steps

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Create Expense Claim Notification Settings

To create Notification Settings, follow the steps below:
  1. Click on the App Launcher icon (see Figure 1).
  2. Go to the Notification Settings object by using the Search function (see Figure 2).
  3. Click on the New button (see Figure 3).
Screenshot from QRG Create Notification Settings - Expense Claim
  1. Select the Expense Claim Record Type and click on the Next button (see Figure 4).
Screenshot from QRG Create Notification Settings - Expense Claim
  1. Populate the following required fields to provide the base details of the Notification Settings: (see Figure 5)
    1. Notification Setting Name
    2. Effective Date
    3. Description
    4. Notification From Email Address
    5. Employee Reminder Email
    6. Auto Send Employee Reminder
    7. Employee Reminder Repeat?
    8. Employee Approved Email
    9. Auto Send Employee Approved
  2. Populate the following optional fields as needed: (see Figure 5)
    1. If Auto Send Employee Reminder is populated with a # Days picklist value, define the count of days after a specified time for the reminder to be sent in the Employee Reminder Day Count field.
    2. If Auto Send Employer Reminder is populated with an On A Defined Day picklist value, define the day of the week reminders will be sent in the Employee Reminder Week Day field.
    3. If Auto Send Employer Reminder is populated with an On A Defined Day picklist value, define the time of the day reminders will initiate sending, in the Employee Reminder Time field.
Notification Setting records currently only have limited functionality as they are still being developed. The automated reminders on set day, time or day count currently do not work.
Screenshot from QRG Create Notification Settings - Expense Claim
  1. Populate the following required fields to provide the base details of the Notification Settings: (see Figure 6)
    1. Employee Rejected Email
    2. Auto Send Employee Rejected
    3. Employee Rejection Repeat?
    4. P.Approver Approval Request Email
    5. Auto Send P. Approver Approval Request
    6. P. Approver Approval Reminder Email
    7. Auto Send P. Approver Approval Reminder
    8. P. Approver Reminder Repeat?
  2. Populate the following optional fields as needed: (see Figure 6)
    1. If Auto Send P.Approver Approval Requests is populated with a # Days picklist value, define the count of days after a specified time when requests will be sent in the P Approver Request Day Count field.
    2. If Auto Send P.Approver Approval Requests is populated with On A Defined Day picklist value, define the day of the week Expense Claim requests will be sent in the P Approver Request Week Day field.
    3. If Auto Send P.Approver Approval Requests is populated with an On A Defined Day picklist value, define the time of the day Expense Claim requests will initiate sending in the P. Approver Request Time field.
    4. If Auto Send P.Approver Approval Reminder is populated with # Days picklist value, define the count of days after a specified time to send the reminder in the P Approver Reminder Day Count field.
    5. If Auto Send P.Approver Approval Reminder is populated with an On A Defined Day picklist value, define the day Expense Claim Approval reminders will be sent in the P Approver Reminder Week Day field.
    6. If Auto Send P.Approver Approval Reminder is populated with an On A Defined Day picklist value, define the time of the day reminders will initiate sending in the P. Approver Reminder Time field.
Screenshot from QRG Create Notification Settings - Expense Claim
  1. Populate the following required fields to provide the base details of the Notification Settings: (see Figure 7)
    1. A. Approver Approval Request Email
    2. Auto Send A. Approver Approval Request
    3. A. Approver Approval Reminder Email
    4. Auto Send A. Approver Approval Reminder
    5. A. Approver Reminder Repeat?
    6. P. Approver Approved By Other Email
    7. Auto Send P. Approver Approved By Other
    8. P. Approver Rejected By Other Email
    9. Auto Send P. Approver Rejected By Other
  2. Populate the following optional fields as needed: (see Figure 7)
    1. If Auto Send A.Approver Approval Request is populated with a # Days picklist value, define the count of days after a defined time when requests will be sent, in the A Approver Request Day Count field.
    2. If Auto Send A.Approver Approval Request is populated with an On A Defined Day picklist value, define the day Expense Claim requests will be sent in the A Approver Request Week Day field.
    3. If Auto Send A.Approver Approval Request is populated with an On A Defined Day picklist value, define the time of the day requests will initiate sending in the A. Approver Request Time field.
    4. If Auto Send A. Approver Approval Reminder is populated with a # Days picklist value, define the count of days after a defined time to send reminder in the A Approver Reminder Day Count field.
    5. If Auto Send A. Approver Approval Reminder is populated with an On A Defined Day picklist value, define the day reminders will be sent in the A Approver Reminder Week Day field.
    6. If Auto Send A. Approver Approval Reminder is populated with an On A Defined Day picklist value, define the time of the day reminders will initiate sending in the A. Approver Reminder Time field.
Screenshot from QRG Create Notification Settings - Expense Claim
  1. Populate the following required fields to provide the base details of the Notification Settings: (see Figure 8)
    1. P.Approver Approved On Behalf Email
    2. Auto Send P.Approver Approved On Behalf
    3. P.Approver Rejected On Behalf Email
    4. Auto Send P.Approver Rejected On Behalf
    5. Support Contact Name
    6. Support Contact Details
  2. Click on the Save button.
Screenshot from QRG Create Notification Settings - Expense Claim
  1. A new Notification Settings record has been created (see Figure 9).
Screenshot from QRG Create Notification Settings - Expense Claim
Notification Setting records CAN NOT be deleted if they have related records or are used in other records. Deleting records is not recommended unless absolutely essential.
  1. To modify an existing Notification Settings record, open the required record and select the Edit button available on the top right side of the page. You can also double click within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
  2. When complete, click on the Save button.

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Field Descriptions

A. Approver Approval Reminder Email defines the Email Template that will be used when sending the Alternative Approver a Reminder for Approval. A. Approver Approval Request Email defines the Email Template that will be used when sending the Alternative Approver a Request for Approval. A Approver Reminder Day Count is used to add the count of days as a defined time after which the reminder will be sent. A. Approver Reminder Repeat? defines if the reminder will automatically repeat sending until Approved or Rejected and, if so, how often. A. Approver Reminder Time defines the time of the day reminders will initiate sending. A Approver Reminder Week Day defines the day of the week that weekly and fortnightly reminders will be sent. A Approver Request Day Count is used to add the count of days as a defined time after which the requests will be sent. A. Approver Request Time defines the time of the day requests will initiate sending. A Approver Request Week Day defines the day of the week that weekly and fortnightly requests will be sent. Auto Send A. Approver Approval Reminder defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send A. Approver Approval Request defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send Employee Approved defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send Employee Rejected defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send Employee Reminder defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P. Approver Approved By Other defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P.Approver Approved On Behalf defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P. Approver Approval Reminder defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P. Approver Approval Request defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P. Approver Rejected By Other defines if the email notification will be sent automatically and, if so, how it will be sent. Auto Send P.Approver Rejected On Behalf defines if the email notification will be sent automatically and, if so, how it will be sent. Description defines a short description that can be used to help identify the setting on list views and related lists. Effective Date defines the date the Notification Setting will come into effect. Employee Approved Email defines the Email Template that will be used when sending Employee notification of an Approval. Employee Rejected Email defines the Email Template that will be used when sending Employee notification of a Rejection. Employee Rejection Repeat? defines if the Rejection notification will automatically repeat sending until Submitted or Cancelled and, if so, how often. Employee Reminder Day Count is used to add the count of days as a defined time after which the reminder will be sent. Employee Reminder Email defines the Email Template that will be used when sending Employee Reminder to Submit. Employee Reminder Repeat? defines if the reminder will automatically repeat sending until Submitted or Cancelled and, if so, how often. Employee Reminder Time is used to add the time of the day reminders will initiate sending if On A Defined Day is selected. Employee Reminder Week Day is used to add the day of the week reminders will be sent if On A Defined Day is selected. Notification From Email Address defines the email address notifications will be sent from when using the Notification Setting. Notification Setting Name is the name given to the Notification Setting record that is being created. P. Approver Approval Reminder Email defines the Email Template that will be used when sending the Primary Approver a Reminder for Approval. P.Approver Approval Request Email defines the Email Template that will be used when sending the Primary Approver a Request for Approval. P. Approver Approved By Other Email defines the Email Template that will be used when sending the Primary Approver a Notification that an Approval was completed by another Approver. P.Approver Approved On Behalf Email defines the Email Template that will be used when sending the Primary Approver a Notification that an Approval was completed on their behalf. P. Approver Rejected By Other Email defines the Email Template that will be used when sending the Primary Approver a Notification that a Rejection was completed by another Approver. P.Approver Rejected On Behalf Email defines the Email Template that will be used when sending the Primary Approver a Notification that a Rejection was completed on their behalf. P Approver Reminder Day Count is used to add the count of days as a defined time after which the reminder will be sent. P. Approver Reminder Repeat? defines if the reminder will automatically repeat sending until Approved or Cancelled and, if so, how often. P. Approver Reminder Time is used to add the time of the day reminders will initiate sending if On A Defined Day is selected. P Approver Reminder Week Day is used to add the day of the week reminders will be sent if On A Defined Day is selected. P Approver Request Day Count is used to add the count of days as a defined time after which the requests will be sent. P. Approver Request Time defines the time of the day Approval Requests will initiate sending if On A Defined Day is selected. P Approver Request Week Day is used to add the day of the week Approval Requests will be sent if On A Defined Day is selected. Support Contact Name is used to add the name of the Support Contact that will be defined on the email notifications. Support Contact Details is used to add the contact details for the Support Contact that will be defined on the email notifications.

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Further Information