Custom notifications let you set your own reminders on a sourcing activity, such as an evaluation meeting or an award decision date, for things the automated notifications don't cover. For other modules, see Create Custom Notifications.

Before you start

Only users who can edit the sourcing activity can create, edit or delete its custom notifications. Custom notifications need the Sourcing Plus plan; without it, you'll see Upgrade to Sourcing Plus when you click Create. They can't be added to demo records.

The video shows a supplier record. The steps are the same on a sourcing activity.

Create a custom notification

Open the sourcing activity

Go to Sourcing > eSourcing and click the activity.

Open the Custom Notifications tab

Click Create Custom Notification. The Create Custom Notification window opens.

Write the message

In Notification Message, say what needs to happen, for example Book the evaluation panel meeting. This field is required.

Choose whether it repeats

In Repeat Interval, choose Do Not Repeat, Repeat Every Month, Repeat Every Quarter or Repeat Every Year. A repeating notification keeps being sent until you delete it.

Pick the date

In Notification Date, choose when it's sent. You can't choose a date in the past.

Click Create

The notification appears in the Upcoming Custom Notifications table.

Edit or delete a custom notification

Find the notification

On the Custom Notifications tab, find it in Upcoming Custom Notifications. The table shows the Notification Message, Notification Date and Created By.

Open the Actions menu

  • To change it, click Edit, update the fields in Update Custom Notification and click Update.

  • To remove it, click Delete, then Delete again in Delete Notification to confirm.

What happens next

  • Who receives it: the person who created the sourcing activity, all its Sourcing Owners, and you as the notification's creator.

  • How it's sent: on the notification date, each recipient gets an in-app notification and an email. Inactive users are skipped.

  • Repeats are scheduled automatically: after a repeating notification is sent, the next one is set a month, a quarter or a year later.

  • Sent notifications move to the past table: they're listed under Past Custom Notifications, where they can't be edited or deleted.

Troubleshooting

The Create Custom Notification button is greyed out

You don't have edit rights on this activity, or it has been restricted to its Sourcing Owners. The button is also unavailable on demo records.

An upgrade window opened when I clicked Create

Custom sourcing notifications need the Sourcing Plus plan. See What's Included on the Free Plan and Plus Plans.

A new Sourcing Owner didn't receive a notification

Recipients are set when the notification is created. People added as owners later aren't included. Delete the notification and create it again.

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