System Administration

Add a Message Type

Message types allow users to configure how messages display in the Stewardship Tier, setting the text, background color and images that display. Message types also have a number of configuration settings that relate to how the message behaves.

The Stewardship Tier is delivered with message types that should not be updated. A user can create custom message types to use for custom WebApps.

A user can add a message type by clicking the Copy icon in the Page toolbar on the Message Types page and using the copy as the basis for a new message type.

To add a message type:

  1. Select Admin > Configuration > Setup > Message Types.
  2. Click Add.

    View the field descriptions for the Message Types page

  3. Enter a name in the MESSAGE TYPE NAME field.

    NOTE: Name the message so that developers and users can ascertain the scope of the message type and the application it runs in (for example, Cransoft.Event.Error).

  4. Enter the text that displays at the top of the message in the TITLE field.
  5. Select the name of the image that displays on the message from the IMAGE ID list box.

    NOTE: Images are added on the Images page. Refer to Add an Image to the Stewardship Tier for more information.

  6. Select the background color for the message from the COLOR ID list box.
  7. Enter a description of the message type, such as Notification, in the DESCRIPTION field.
  8. Click Save; the Vertical View displays.
  9. Enter a value in the Retention Days field, or retain the default value.

    NOTE: This field sets the number of days a message with this message type is stored in the database.

  10. Enter a value in the MESSAGE EXPANSION THRESHOLD field, or retain the recommended default value.

    NOTE: This field sets a character limit for message details. If the character limit is exceeded, a generic message displays. The user must click a link to view the details in a separate pane.

  11. Check the Require Action check box if the user must close the message by clicking it.

    NOTE: If unchecked, the message fades after a few seconds.

  12. Check the Archive check box to retain an archive of the message which can be viewed by clicking the Messages tab on the Quick Panel.
  13. Check the Online Alert Only check box, if needed.

    NOTE: If checked, if the message is sent when a user is not logged in, it will not display in the Stewardship Tier when the user logs in. The user must click the Messages tab in the Quick Panel to view the message. If unchecked, the message displays as soon as the user logs in.

  14. Click the Read On Alert check box to not increment the unread message counter displayed on the Messages tab on the Quick Panel. If unchecked, the number is always incremented.
  15. Click Save.

NOTE: If the message type is to be used with a workflow business rule, configure these additional options.

Select an option in the Workflow Send Message list box to indicate how the Stewardship Tier displays messages using this message type. Options are:

  • Always send
  • Never send
  • Send only when user is offline

    NOTE: If the user is online, the message/email isn't sent. It does not display in the Stewardship Tier, and does not display on the Messages tab in the Quick Panel.

  • Send only when user is online

Select an option in the Workflow Send Email list box to indicate how the Stewardship Tier sends email when a message displays using this message type. Options are:

  • Always send
  • Never send
  • Send only when user is offline

    NOTE: If the user is online, the email isn't sent.

  • Send only when user is online