Create a publication
Create a publication to send articles or emails to internal or external customers. You can specify the content type and include an optional email.
Before you begin
Role required: sn_publications.author or sn_publications.admin
About this task
- Include the optional email notification (default)
- Select the type of content: HTML or Wiki
- Submit: sets the stage to Author and saves the publication record.
- Send for review: sets the stage to Review and sends the publication to the approver.
Procedure
- Navigate to All > Targeted Communications > Create New Publication.
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Fill in the fields on the Publication form.
Table 1. Publication form Field Description Number The automatically generated publication number. Content Type The type of data included in the publication. Select one of the following: - HTML: this content can include Rich Text formatted (RTF) text, images, attachments, and links. Enter the publication data in the Content field.
- Wiki: this content can include plain text. Enter the publication data in the Wiki field.
Category If desired, select a category for the publication. The following categories are available: - Defect
- Outage
- Information
Recipient Lists Select a predefined list to target specific customers. Recipient lists are created by the publication author or administrator. Short Description A brief description or title of the publication. Publish Date Select the publication date as any future date. Publications are sent automatically when the publish date and time are reached.
Expiry Date Select the expiration date. This date must be at least one day after the Publish Date. Publications are automatically expired when the expiry date and time are reached.
Skip Notification Select the Skip Notification checkbox if you wish to skip notification after creating publication.Note:On selecting Skip Notification checkbox, the Email Template field gets disabled and Include Attach Links filed disappears.
Email Template Search and add an email template from the list or add new email template to send articles to the customers. Include Attach Links Include links to any attachments in the email notification preview. Content This field appears when you select HTML as the Content Type. Enter the text of the publication in this field. HTML content can include Rich Text formatted (RTF) text, images, attachments, and links.
Wiki This field appears when you select Wiki as the Content Type. Click the Wikitext button and enter the text of the publication in this field. Wiki content can include plain text.
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Click one of the following options.
Option Description Submit The stage is set to Author and the publication record is saved. Send for Review The stage is set to Review and the publication is sent to the approver for review. Approvers can navigate to Self-Service > My Approvals to see a list of review requests.