Create different templates on URVA

Create different templates on URVA

One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. 

Create templates by following the steps mentioned below:

  1. From URVA home page, go to Admin Settings and then click on Templates.
  2. Click on the +New Template  icon to add a new template and select any template type such as PDF, SMS, WhatsApp, Email, or Notification.
  3. Choose the template type and then and fill details with Name, Description.
  4. Choose whether the template would be general or would be and based on any Activity form.
  5. Create a customized template with FORM DATA and META details.
  6. Click on Save  and your template will be created.



Configuring Landing Screens for Notifications:

While setting up a push notification, you can configure the landing screen that opens when the notification is clicked on mobile. To do this, include the following details in the notification template:

  • Module – Select the module where the target screen is located.
  • Type – Choose whether the navigation is direct, specific, or listing-based.
  • Canonical Name – Use {{form_meta | canonical_name}} as the canonical name.
  • Screen ID – Enter the unique ID of the landing screen.

This ensures that users are directed to the intended screen when they tap on the notification.

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