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It will bring the following screen which we need to fill out:
General
Shown in red box (1) at the top of the first image above. This section has the preliminary information such as the name. Also, if you would like to create activity, make sure the related checkbox is checked.
Execution criteria
Shown in green box (2) at the top of the first image above.
This section requires the type record as well as Criteria Type to be filled shown in pink box (4).
Advanced Search under Criteria Type (shown in image with the black arrow with number 5 beside it) will bring the search module by clicking the 'Modify' link.
Other choice than Advanced Search under Criteria Type will bring the list of choices . Clicking shown with the blue curve(6). Choosing them will generate a notification per selection. For example, the same recipient will receive one notification for Financial Report and another one for Progress Report.
Email Content
Shown in purple box (8) at the top of the second image above.
Here you can choose a template (yellow box number 9) from Document Template Manager or from somewhere else. The subject of the email can be prefixed here also.
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