Configuring Notification Templates as an Administrator

Prerequisites

• Variables can be inserted into notification templates. You can configure some variables in advance. For details, see Configuring Notification Variables.
• An administrator can directly reference configured notification templates when sending notifications.
• Permissions on operations under the current menu that require separate configuration have been configured. For details about the operation permissions that can be configured separately, see Table 1.

Procedure

1. Sign in to the AICC as an administrator and choose Configuration Center > Workbench Configuration > Notification Template.
   Figure 1 Notification Template
   
   Organization Structure: This parameter is controlled by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.

   • If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be selected are subject to the configured permissions.
     • For accounts without the View All Organization Data permission in System Public Permissions:
       • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info/Organization Unit page can be selected.
         

         If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

       • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
       • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
     • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
     • The number of OUs that can be selected is specified by the value of the system parameter Maximum number of OU organizational unit queries on the Configuration Center > System Management > System Parameter > System parameters > Unified Public Configuration > Common page.
     • Operations supported for OU selection:
       • Include Sub-Organizations: When this option is selected, the selected OUs and their sub-OUs are selected by one click.
       • Load Lower-Level Data: If this option is selected, you can select the selected OU and its sub-OUs for Template Name.
         

         Before using this parameter, ensure that all the following conditions are met:

         • The Whether to enable the capability to load and query lower-level data parameter has been set to Yes on the Configuration Center > System Management > Tenant Parameter > Tenant parameters > Unified Public Configuration > Common page.
         • Relevant OU permissions have been configured. Either of the following is acceptable:
           • When the View All Organization Data permission under System Public Permissions has been granted, select an OU which is not at the lowest level.
           • When the View Lower-Level Organization Data permission under System Public Permissions is configured, select the home OU to which the current account belongs or its sub-OU, and ensure that the selected OU is not at the lowest level.
   • If the tenant parameter is set to No, all OUs can be selected.

2. Create an SMS notification template.
   1. Click New. The Creating a Notification Template page is displayed.
      Figure 2 Creating a Notification Template - SMS
      
   2. Configure basic information.
      • Channel Type (mandatory): Select a notification sending type.
      • Template Name (mandatory): Enter a customized notification template name. The value can contain a maximum of 200 characters and cannot contain special characters. The template name must be unique.
      • Notification Type (mandatory): Select a notification template type. The options are Internal Notification and External Notification.
      • Home Organization: This parameter is specified by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.
        • If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be selected are subject to the configured permissions.
          • For accounts without the View All Organization Data permission in System Public Permissions:
            • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info/Organization Unit page can be selected.
              

              If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

            • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
            • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
          • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
        • If the tenant parameter is set to No, all OUs can be selected.
   3. Configure the notification content.
      • Recipient: Select recipients. The value can contain a maximum of 4000 characters.
      • Template Type: Select an SMS notification template type. The options are Huawei SMS and General SMS.
      • HUAWEI CLOUD Template ID, Signature Name, and Signature Channel ID: Set these parameters when Template Type is set to Huawei SMS. You need to enable and log in to Huawei Cloud, enable the SMS message sending service, and obtain the Huawei Cloud template ID, signature name, and signature channel ID.
      • Number of Variables: Enter a value ranging from 1 to 10. Set this parameter when Template Type is set to HUAWEI CLOUD SMS Messages.
      • Set Variable: Click to add a variable and set the following parameters:
        • No.: Enter a variable No. The value is a positive integer.
        • Type: Select a variable type. The options are PHONE, DATETIME, CHARDIGIT, and MONEYTEXT.
        • Description: Enter a variable description. The value can contain a maximum of 50 characters.
        • Default Value: Enter a default variable value.
          • For the PHONE type, the value is a number of 1 to 15 digits.
          • For the DATETIME type, the date format is yyyy-MM-dd, and the time format is HH:mm:ss.
          • For the CHARDIGIT type, the value is a string of 1 to 20 digits and letters.
          • For the MONEY type, the value is a number of 1 to 20 digits. Only digits and decimal points that can properly express the amount can be passed.
          • For the TEXT type, the value is a string of 1 to 20 characters and cannot contain the following special characters: .{}

3. Create an email notification template.
   1. Click New. The Creating a Notification Template page is displayed.
      Figure 3 Creating a Notification Template - Email
      
   2. Configure basic information.
      • Channel Type (mandatory): Select a notification sending type.
      • Template Name (mandatory): Enter a customized notification template name. The value can contain a maximum of 200 characters and cannot contain special characters. The template name must be unique.
      • Notification Type (mandatory): Select a notification template type. The options are Internal Notification and External Notification. External notifications are used to send email notifications for multimedia marketing during outbound calls.
      • Home Organization: This parameter is specified by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.
        • If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be selected are subject to the configured permissions.
          • For accounts without the View All Organization Data permission in System Public Permissions:
            • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info/Organization Unit page can be selected.
              

              If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

            • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
            • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
          • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
        • If the tenant parameter is set to No, all OUs can be selected.
   3. Configure the notification content.
      • Recipient, Cc, and Bcc: Select recipients, Cc recipients, and Bcc recipients.
      • Title: Enter a notification template title. The value can contain a maximum of 200 characters.
      • Attachment: Click and select a local file to add it to the email as an attachment. The file must be a DOC, DOCX, XLS, XLSX, TXT, PNG, JPG, XML, JSON, CSV, BMP, ZIP, PPT, or PPTX file whose size is less than 10 MB. A maximum of 10 files can be uploaded.
      • Template Content: Enter the notification content. When a template is used through the robot reply diagram element, the entered variables are unavailable.

4. Create an internal message notification template.
   1. Click New. The Creating a Notification Template page is displayed.
      Figure 4 Creating a Notification Template - Internal Message
      
   2. Configure basic information.
      • Channel Type (mandatory): Select a notification sending type.
      • Template Name (mandatory): Enter a customized notification template name. The value can contain a maximum of 200 characters. The template name must be unique.
      • Notification Type (mandatory): Select a notification template type. The options are Internal Notification, System Notification, and Merchant Notification. Merchant notifications are notifications sent to merchants.
      • Home Organization: This parameter is specified by the tenant parameter Has the tenant enabled inter-organization data isolation enforcement.
        • If the tenant parameter Has the tenant enabled inter-organization data isolation enforcement is set to Yes, OUs that can be selected are subject to the configured permissions.
          • For accounts without the View All Organization Data permission in System Public Permissions:
            • If the Viewing and Editing Home Organization Data and View Lower-Level Organization Data permissions under System Public Permissions are not configured, only the OUs specified by Accessible Organizations configured on the Employee Info/Organization Unit page can be selected.
              

              If accessible OUs are configured both on the Employee Info and Organization Unit pages, the permissions on the accessible OUs configured on the Employee Info page take precedence.

            • If the Viewing and Editing Home Organization Data permission under System Public Permissions is configured, the data under the OU (excluding sub-OUs) to which the current business account belongs can be viewed.
            • If the View Lower-Level Organization Data permission under System Public Permissions is configured, the data under the sub-OUs of the OU to which the current business account belongs can be viewed.
          • Accounts with the View All Organization Data permission under System Public Permissions configured: All OUs can be selected.
        • If the tenant parameter is set to No, all OUs can be selected.
   3. Configure the notification content.
      • Recipient: Select recipients.
      • Title: Enter a notification template title. The value can contain a maximum of 200 characters.
      • Template Content: Enter the notification content.

5. Click Save.
6. Return to the Notification Template page, select the created template, and click the template name to view the template content.
   Figure 5 Viewing Templates
   
   

   If the Edit button is unavailable, contact the administrator to add the corresponding operation permission.