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.

    • Related Articles

    • Create & Update Triggers

      Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...

    • View, Create & Update Hierarchy

      URVA users can create a hierarchy and map that hierarchy to the users accordingly so that they can view the data according to the hierarchy. Create hierarchy one by one: Under Admin Settings, Go to Hierarchy. Now you can create hierarchy either by ...

    • Delete templates

      Delete templates from URVA web following these steps: From URVA home page, go to Admin Settings and click on Templates. Click on the template you wish to delete and then click Click YES again for confirmation and selected template will get removed.

    • Map template with an Activity

      Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...

    • Create a Workflow

      A workflow is the sequence of processes through which a task (a piece of work) passes from initiation to completion. In simple words, a workflow is a set of different stages of a task. To know more about a workflow, (click here). Create a workflow ...