Alerts and email notifications from ShoppingHub
Summarize
Summary of Alerts and email notifications from ShoppingHub
ShoppingHub triggers various alerts and email notifications to keep users informed about actions, assignments, and the status of purchases—including blanket contracts. These notifications help streamline purchase management and ensure timely responses to approvals, revisions, and other key activities.
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Alerts
Users receive alerts in ShoppingHub when they:
- Switch the user they are shopping as or act as someone else’s delegate
- Submit a revision or complete a non-approval to-do
- Approve or reject a purchase
- Experience a global system failure or incomplete action due to server issues
Email notifications
ShoppingHub sends emails using predefined templates triggered by Flow Designer, with deep links for quick access to relevant details. Notifications are sent for a wide range of events, including but not limited to:
- Submission of purchase or sourcing requests by the user or their delegate
- Purchase requests merged automatically or manually with existing requests
- Approval requests, clarifications, and responses related to purchase and sourcing requests
- Status changes such as approvals, partial approvals, rejections, cancellations, and confirmations
- Price or quantity changes and order fulfillment issues during purchase order confirmation
- Purchase orders placed with suppliers
- Changes in purchasing permissions or blanket purchase order lifecycle events (creation, expiration warnings, budget alerts, and closures)
- Delegate assignments or removals
- Cart or “Purchase later” item removals, deliveries, and task assignments including various to-do notifications and activity mentions
Customization
ServiceNow customers can tailor email trigger conditions and content using Flow Designer or email scripts to better fit their business processes. Additional details not shown by default—such as order type or product type—can be included in emails. Customers can also customize email layouts, including colors and fonts, by modifying the HTML field in the email layout record.
Several alerts and email notifications are triggered from ShoppingHub. This may be a result of your action, an assignment for you, or to keep you updated on the status of your purchases, including blanket contracts.
Alerts
- You switch the user that you’re shopping as in ShoppingHub
- You switch to shop as someone else's delegate
- You submit a revision
- You complete a to-do that isn't an approval
- You approve a purchase
- You reject an approval
- ShoppingHub has a global fail or fails to complete an action, due to server issue
Email notifications
- You submit a purchase request, irrespective of approval requirement (for one or multiple purchase lines)
- You submit a new purchase request from a third-party site.
- Your delegate submits a purchase request, irrespective of approval requirement (for one or multiple purchase lines)
- You submit a purchase request, irrespective of approval requirement that is automatically merged with an existing purchase request (for one or multiple purchase lines)
- A purchase request that triggers an approval rule, is submitted, and you’re assigned as an approver for that purchase.Note:As an approver, you can approve the purchase from the email itself. For details, see Approval email notification templates.
- An approver requests clarifications on your purchase request
- An approver requests clarifications on your sourcing request
- You respond to clarification requests on your purchase request
- You respond to clarification requests on your sourcing request
- A purchase is manually merged with an existing purchase, irrespective of approval requirement
- A merged purchase is approved, partially approved, or rejected
- You submit a sourcing request
- Your delegate submits a sourcing request
- Your purchase is approved, partially approved, or rejected and canceled
- Your sourcing request is approved, partially approved, or rejected
- You initiate or submit a purchase revision, irrespective of approval requirement
- Your purchase revision is confirmed, approved, rejected, or canceled
- There are any price or quantity changes during purchase order confirmation
- There are any rejections for any purchase order lines that could not be fulfilled during purchase order confirmation
- Your purchase is ordered from a supplier
- Purchasing permissions are added for you on a blanket purchase order (for one or multiple purchase lines)
- A blanket purchase order, for which you have purchasing permissions, is created or open (for one or multiple purchase lines)
- Seven days are left for a blanket purchase order contract to expire (for one or multiple purchase lines)
- 20% budget is left on a blanket purchase order (for one or multiple purchase lines)
- No budget is left on a blanket purchase order (for one or multiple purchase lines)
- A blanket purchase order is closed (for one or multiple purchase lines)
- You’re assigned as a delegate
- You’re no longer assigned as a delegate
- An item is removed from your cart or Purchase later section
- You receive a delivery
- A purchasing task is assigned to you
- A breached approval review task is assigned to you
- You’re mentioned in an activity stream
- A new to-do is created and assigned to you
- A to-do assigned to you is due today or overdue
- A confirm receipt to-do is assigned to you
- A confirm milestone to-do is assigned to you
- A to-do requesting you to provide more information is assigned to you
- A select supplier to-do is assigned to you
- An invoice approval to-do is assigned to you
- A purchase approval to-do is assigned to you
- A purchase approval to-do is updated or canceled
- An approval to-do is assigned to you as a result of a revision or merge reassessment
You can adjust the email trigger conditions and content in flow designer or email scripts, if necessary. You can also choose to fetch and use other details that aren’t displayed in the email by default, such as order type for purchase requisitions, product type or request type for sourcing requests, and so on. For detailed information on email templates and how to work with them, see Email templates. You can also configure the email layout, and change the background color or font color, for example. The html field in the email layout record must be modified to achieve this. For detailed information on email layouts and how to work with them, see Email layouts.