Mail Notifications
In Screener, you receive a mail notification for every approval or rejection you
perform for the entities (List, List Entries, UDAs, and Screener Groups). You
receive notification for every list ingestion too.
Note: You need to set up a mail
server in Management Console in order to receive the email alerts. For more
information, see Configuring a Mail Server in the Administration Guide.
Notifications are based on the Approval Rule applied to the entities. Let us take
example of an approval rule "Rule1" that applies to lists, where,
- Two levels of approval are required
- Level 1 approval is assigned to the Role 1
- Level 2 approval is assigned to Role 2
- Role 1 is mapped to user U1, U3, and U5
- Role 2 is mapped to users U2, U4, and U6
- U7 (submitter of review)
- U1, U3, and U5 (mapped to Role 1)
For list ingestion through file, all the users mapped to roles defined in this
property of the fcc.properties file will be notified:
fcc.spectrum.list.ingestion.email.roles.configurable
Entities | Actions that trigger notifications | Approval rule applied? | Notification sent to |
---|---|---|---|
List, ListEntry, UDA, and ScreenerGroup | Submit for approval, Enable, Disable, Delete | No | Creator |
Yes | Notification sent to approver for action and to creator at each stage |
For list ingestion, all users mapped to the role <ListIngestionNotifiers> get notifications for ingestion and any errors encountered in the process.
A sample mail notification:
Some items have been Submitted for Approval. Refer below details for individual statuses.
Item Type: Portfolio, Item id: 6af6b82f-3548-445a-8e49-5ce6de51065e, Item Name: SG8, Status: Submitted for Approval.
Thanks,
Screener Team
Note: The templates of notification mails are at this location: <folder
where you installed Spectrum>\server\modules\fcc\Email