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Happy-Technologies-LLCHappy-Technologies-LLC/happy-platform-skills/skills/development/notifications/SKILL.md

notifications

Skill41 starsChanged 6 days agoApache-2.0View on GitHub

Complete guide to email notification development including events, templates, mail scripts, and delivery troubleshooting

We split this skill into the rules it gives an agent

14 rules. 0 are common, 13 are distinctive, and 1 is very specific to this project.

  • 0

    Common

    Most of the 8 edited versions we read keep these.

  • 13

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    When to use: When building automated notifications for record changes, approvals, SLA breaches, workflow activities, or custom business …

    line 41
  2. Distinctive:

    Before creating notifications, understand available events.

    line 103
  3. Distinctive:

    If no existing event matches your needs, create a custom event.

    line 133
  4. Distinctive:

    Symptom: No email generated after record change

    line 825
  5. Distinctive:

    Check user notification preferences:

    line 859
  6. Very specific:

    Solution: Check the error field in sys_email record for specific error message.

    line 877
  7. Distinctive:

    Solution: Verify field exists:

    line 887
  8. Distinctive:

    Use Events: Prefer event-based over direct notifications for decoupling

    line 918
  9. Distinctive:

    Template Reuse: Create templates for consistent formatting across notifications

    line 919
  10. Distinctive:

    Test in Sub-Production: Always test notifications in dev/test first

    line 920
  11. Distinctive:

    Business Hours: Consider time zones and business hours for non-critical alerts

    line 923
  12. Distinctive:

    Avoid Spam: Use digest for high-frequency events

    line 925
  13. Distinctive:

    Watermarks: Keep watermarks enabled to prevent duplicate notifications

    line 926
  14. Distinctive:

    Document Events: Add descriptions to custom events for maintainability

    line 927

“Common” is measured: kept by at least 6 in 10 of the 8 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Email Notification Development

Overview

This skill covers the complete process of creating and managing ServiceNow email notifications:

  • Understanding notification types (event-based vs direct)
  • Creating email notifications with proper triggers
  • Building email templates with dynamic content
  • Writing mail scripts for advanced recipient logic
  • Configuring SMS and push notifications
  • Troubleshooting delivery issues

When to use: When building automated notifications for record changes, approvals, SLA breaches, workflow activities, or custom business events.

Prerequisites

  • Roles: admin, notification_admin, or itil (for viewing)
  • Access: sysevent_email_action, sysevent_email_template, sys_script_email tables
  • Knowledge: GlideRecord basics, email concepts, event registry
  • Related Skills: Complete admin/workflow-creation for workflow-triggered notifications

Notification Architecture

Core Tables

sysevent_register (Event Registry)
    |
    +-- sysevent_email_action (Email Notifications)
            |
            +-- sysevent_email_template (Email Templates)
            +-- sys_script_email (Mail Scripts)
            +-- cmn_notif_message (Notification Messages)

Notification Types

TypeTriggerUse Case
Event-basedSystem/custom eventsStandard approach - decoupled, reusable
DirectRecord conditionsQuick setup - tightly coupled to conditions
WorkflowWorkflow activityPart of workflow orchestration
ScriptGlideEmailOutboundProgrammatic - full control

Key Tables Reference

TablePurpose
sysevent_email_actionEmail notification definitions
sysevent_email_templateEmail body templates
sysevent_registerEvent definitions
sys_script_emailMail scripts for recipients
sys_emailEmail log (sent/failed)
cmn_notif_messageNotification message store
cmn_notif_deviceUser notification devices

Procedure

Step 1: Understand Event-Based vs Direct Notifications

Event-Based Notifications (Recommended):

  • Triggered by events (e.g., incident.assigned, change.approval.rejected)
  • Decoupled from business rules
  • Can have multiple notifications per event
  • Better for complex, reusable notification logic

Direct Notifications:

  • Triggered directly by record conditions
  • Simpler to set up
  • Tightly coupled to specific conditions
  • Good for one-off notifications

Step 2: Query Existing Events

Before creating notifications, understand available events.

Query Event Registry:

Tool: SN-Query-Table
Parameters:
  table_name: sysevent_register
  query: table=incident
  fields: sys_id,event_name,table,description,fired_by
  limit: 50

Common System Events:

EventTableTrigger
incident.assignedincidentIncident assigned to user/group
incident.commentedincidentComment added
incident.resolvedincidentIncident resolved
incident.reopenedincidentIncident reopened
change.approval.rejectedchange_requestChange approval rejected
change.itil.approval.rejectedchange_requestITIL change rejected
sc_request.approvedsc_requestRequest approved
sla.warningtask_slaSLA warning threshold
sla.breachedtask_slaSLA breached
approval.insertedsysapproval_approverApproval record created
task.assignedtaskTask assigned

Step 3: Create Custom Event (Optional)

If no existing event matches your needs, create a custom event.

Create Event Registration:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_register
  data:
    event_name: "x_custom.incident.escalated"
    table: "incident"
    description: "Fired when incident is escalated to management"
    fired_by: "Business Rule: Incident Escalation"

Fire Event from Business Rule:

// In business rule script
if (current.escalation.changes() && current.escalation > 0) {
    gs.eventQueue('x_custom.incident.escalated', current, current.assigned_to, current.assignment_group);
}

Fire Event via Background Script:

Tool: SN-Execute-Background-Script
Parameters:
  script: |
    var inc = new GlideRecord('incident');
    inc.get('number', 'INC0010001');
    if (inc.isValidRecord()) {
        gs.eventQueue('x_custom.incident.escalated', inc, inc.assigned_to.toString(), inc.assignment_group.toString());
        gs.info('Event fired for: ' + inc.number);
    }
  description: "Fire custom escalation event for testing"

Step 4: Create Email Notification

Basic Event-Based Notification:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "Incident Escalation Alert"
    event_name: "x_custom.incident.escalated"
    sys_domain: "global"
    collection: "incident"
    active: true
    # Subject
    subject: "URGENT: Incident ${number} Escalated - ${short_description}"
    # Recipients
    send_to_event_creator: false
    recipient_users: [user_sys_id]  # Specific users
    recipient_groups: [group_sys_id]  # Groups
    send_to_event_parm_1: true  # gs.eventQueue parm1 (assigned_to)
    send_to_event_parm_2: true  # gs.eventQueue parm2 (assignment_group)
    # Content
    content_type: "text/html"
    message_html: |
      <html>
      <body>
      <h2>Incident Escalated</h2>
      <p>The following incident has been escalated and requires immediate attention:</p>
      <table border="1" cellpadding="5">
        <tr><td><b>Number:</b></td><td>${number}</td></tr>
        <tr><td><b>Priority:</b></td><td>${priority}</td></tr>
        <tr><td><b>Description:</b></td><td>${short_description}</td></tr>
        <tr><td><b>Assigned To:</b></td><td>${assigned_to}</td></tr>
        <tr><td><b>Assignment Group:</b></td><td>${assignment_group}</td></tr>
        <tr><td><b>Escalation Level:</b></td><td>${escalation}</td></tr>
      </table>
      <p><a href="${URI_REF}">View Incident</a></p>
      </body>
      </html>

Direct (Condition-Based) Notification:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "High Priority Incident Created"
    # No event_name - uses conditions instead
    sys_domain: "global"
    collection: "incident"
    action_insert: true
    action_update: false
    action_delete: false
    condition: "priority=1^state=1"  # P1, New state
    active: true
    subject: "P1 Incident Created: ${number}"
    send_to_event_parm_1: true
    content_type: "text/html"
    message_html: |
      <h2>Priority 1 Incident Created</h2>
      <p>A new Priority 1 incident requires immediate attention.</p>
      <p><b>Number:</b> ${number}</p>
      <p><b>Description:</b> ${short_description}</p>
      <p><a href="${URI_REF}">View Incident</a></p>

Step 5: Configure Recipients

Recipient Options in sysevent_email_action:

FieldPurpose
recipient_usersSpecific user sys_ids (comma-separated)
recipient_groupsGroup sys_ids - emails all members
send_to_event_creatorUser who triggered event
send_to_event_parm_1First parameter from gs.eventQueue
send_to_event_parm_2Second parameter from gs.eventQueue
recipient_fieldsRecord field containing user reference
send_selfSend to user who made change
exclude_delegatesSkip delegate users
email_templateReference to reusable template

Field-Based Recipients:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    recipient_fields: "assigned_to,opened_by,caller_id"  # Comma-separated fields

Group Recipients:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    recipient_groups: [group1_sys_id],[group2_sys_id]

Step 6: Create Mail Script for Dynamic Recipients

Mail scripts allow complex recipient logic beyond simple field references.

Create Mail Script:

Tool: SN-Create-Record
Parameters:
  table_name: sys_script_email
  data:
    name: "Get On-Call Manager"
    description: "Returns the on-call manager for the assignment group"
    script: |
      // Mail script to find on-call manager
      // 'current' is the record, 'email' is the GlideEmailOutbound object

      (function runMailScript(current, template, email, email_action, event) {

        // Get on-call rotation for assignment group
        var oncall = new GlideRecord('on_call_rotation');
        oncall.addQuery('group', current.assignment_group);
        oncall.addQuery('active', true);
        oncall.query();

        if (oncall.next()) {
          // Add on-call user as recipient
          var user = new GlideRecord('sys_user');
          user.get(oncall.user);
          if (user.isValidRecord() && user.email) {
            email.addAddress('to', user.email, user.name);
            gs.info('Mail script: Added recipient ' + user.email);
          }
        }

        // Optionally add escalation manager
        if (current.escalation > 1) {
          var manager = current.assignment_group.manager;
          if (manager && manager.email) {
            email.addAddress('cc', manager.email, manager.name);
          }
        }

      })(current, template, email, email_action, event);

Associate Mail Script with Notification:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    sys_script_mail: [mail_script_sys_id]

Advanced Mail Script - Manager Hierarchy:

Tool: SN-Create-Record
Parameters:
  table_name: sys_script_email
  data:
    name: "Get Manager Chain"
    description: "Adds manager hierarchy up to specified levels"
    script: |
      (function runMailScript(current, template, email, email_action, event) {

        var MAX_LEVELS = 3;
        var userId = current.assigned_to.toString();

        for (var level = 0; level < MAX_LEVELS && userId; level++) {
          var user = new GlideRecord('sys_user');
          user.get(userId);

          if (user.isValidRecord() && user.manager) {
            var manager = new GlideRecord('sys_user');
            manager.get(user.manager);

            if (manager.isValidRecord() && manager.email) {
              email.addAddress('cc', manager.email, manager.name);
              userId = manager.sys_id.toString();
            } else {
              break;
            }
          } else {
            break;
          }
        }

      })(current, template, email, email_action, event);

Step 7: Create Email Template

Email templates allow reusable HTML/text formatting.

Create Email Template:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_template
  data:
    name: "Incident Alert Template"
    description: "Standard template for incident notifications"
    subject: "${number}: ${short_description}"
    message_html: |
      <!DOCTYPE html>
      <html>
      <head>
        <style>
          body { font-family: Arial, sans-serif; }
          .header { background-color: #1a73e8; color: white; padding: 20px; }
          .content { padding: 20px; }
          .details { border-collapse: collapse; width: 100%; }
          .details td { border: 1px solid #ddd; padding: 10px; }
          .label { background-color: #f5f5f5; font-weight: bold; width: 30%; }
          .footer { background-color: #f5f5f5; padding: 15px; font-size: 12px; }
          .button { background-color: #1a73e8; color: white; padding: 10px 20px; text-decoration: none; border-radius: 4px; }
        </style>
      </head>
      <body>
        <div class="header">
          <h1>Incident Alert</h1>
        </div>
        <div class="content">
          <p>An incident requires your attention:</p>
          <table class="details">
            <tr>
              <td class="label">Number</td>
              <td>${number}</td>
            </tr>
            <tr>
              <td class="label">Priority</td>
              <td>${priority}</td>
            </tr>
            <tr>
              <td class="label">State</td>
              <td>${state}</td>
            </tr>
            <tr>
              <td class="label">Description</td>
              <td>${short_description}</td>
            </tr>
            <tr>
              <td class="label">Assigned To</td>
              <td>${assigned_to}</td>
            </tr>
            <tr>
              <td class="label">Assignment Group</td>
              <td>${assignment_group}</td>
            </tr>
            <tr>
              <td class="label">Opened</td>
              <td>${opened_at}</td>
            </tr>
          </table>
          <p style="margin-top: 20px;">
            <a href="${URI_REF}" class="button">View Incident</a>
          </p>
        </div>
        <div class="footer">
          <p>This is an automated notification from ServiceNow.</p>
          <p>Do not reply to this email.</p>
        </div>
      </body>
      </html>
    message: |
      Incident Alert

      Number: ${number}
      Priority: ${priority}
      State: ${state}
      Description: ${short_description}
      Assigned To: ${assigned_to}
      Assignment Group: ${assignment_group}

      View Incident: ${URI_REF}

      This is an automated notification.
    collection: "incident"

Associate Template with Notification:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    email_template: [template_sys_id]
    # Clear inline content if using template
    message_html: ""
    message: ""

Step 8: Email Variable Syntax

Standard Field Variables:

${field_name}            - Display value of field
${field_name.name}       - Reference field's name
${field_name.email}      - Reference field's email
${field_name.sys_id}     - Reference field's sys_id
${number}                - Incident number
${short_description}     - Short description
${priority}              - Priority display value
${state}                 - State display value

Special Variables:

${URI}                   - Record URI path only
${URI_REF}               - Full URL to record
${mailto:email}          - Mailto link
${event.parm1}           - First event parameter
${event.parm2}           - Second event parameter
${current}               - Current record reference
${gs.getProperty('name')} - System property value

Conditional Content (Mail Script Required):

// In notification body script or template script
if (current.priority == 1) {
    template.print('<span style="color: red; font-weight: bold;">CRITICAL</span>');
} else {
    template.print('<span>' + current.priority.getDisplayValue() + '</span>');
}

Iterating Over Related Records:

// Show related tasks in notification
template.print('<h3>Related Tasks:</h3>');
template.print('<ul>');

var tasks = new GlideRecord('sc_task');
tasks.addQuery('request_item', current.sys_id);
tasks.query();

while (tasks.next()) {
    template.print('<li>' + tasks.number + ' - ' + tasks.short_description + '</li>');
}

template.print('</ul>');

Step 9: Add Attachments

Include Record Attachments:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    include_attachments: true

Programmatic Attachment via Mail Script:

Tool: SN-Create-Record
Parameters:
  table_name: sys_script_email
  data:
    name: "Attach Report PDF"
    description: "Attaches a generated report to the email"
    script: |
      (function runMailScript(current, template, email, email_action, event) {

        // Get attachment from related record
        var attach = new GlideRecord('sys_attachment');
        attach.addQuery('table_name', 'incident');
        attach.addQuery('table_sys_id', current.sys_id);
        attach.addQuery('content_type', 'CONTAINS', 'pdf');
        attach.query();

        while (attach.next()) {
          // Add each PDF attachment
          var gsa = new GlideSysAttachment();
          var content = gsa.getContentBase64(attach);
          email.addAttachment(attach.file_name, attach.content_type, content);
        }

      })(current, template, email, email_action, event);

Step 10: Configure SMS Notifications

SMS notifications require the SMS plugin and carrier configuration.

Check SMS Capability:

Tool: SN-Query-Table
Parameters:
  table_name: sys_plugins
  query: name=com.snc.sms
  fields: sys_id,name,active

Create SMS Notification:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "P1 Incident SMS Alert"
    event_name: "incident.assigned"
    sys_domain: "global"
    collection: "incident"
    condition: "priority=1"
    active: true
    # SMS specific
    sms_alternate: true  # Enable SMS option
    subject: "P1: ${number}"  # SMS subject (carrier dependent)
    message: "P1 Incident ${number}: ${short_description}. Priority: ${priority}. View: ${URI_REF}"
    content_type: "text/plain"
    # Recipients
    send_to_event_parm_1: true

Configure SMS for User:

Tool: SN-Query-Table
Parameters:
  table_name: cmn_notif_device
  query: user=[user_sys_id]^type=SMS
  fields: sys_id,phone_number,carrier,active

Step 11: Configure Push Notifications

Push notifications require the mobile plugin and device registration.

Create Push Notification:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "Approval Required Push"
    event_name: "approval.inserted"
    collection: "sysapproval_approver"
    active: true
    # Push specific
    push_message_only: true  # Send push only, no email
    subject: "Approval Required"
    message: "You have a new approval request: ${document_id.short_description}"
    # Recipients
    recipient_fields: "approver"

Query User's Push Devices:

Tool: SN-Query-Table
Parameters:
  table_name: cmn_notif_device
  query: user=[user_sys_id]^type=Push
  fields: sys_id,device_name,active,last_registration

Step 12: Notification Conditions and Filtering

Advanced Condition Examples:

ConditionPurpose
priority=1^state!=6P1, not resolved
active=true^assigned_toISEMPTYActive, unassigned
sys_created_onONToday@javascript:gs.beginningOfToday()@javascript:gs.endOfToday()Created today
priority.changes()=truePriority field changed
state.changesFrom(1)^state.changesTo(2)State changed from New to In Progress

Condition Script (Advanced):

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    advanced_condition: |
      // Return true to send notification, false to skip
      function advancedCondition() {
        // Don't notify if CI is in maintenance window
        if (current.cmdb_ci && current.cmdb_ci.maintenance) {
          return false;
        }

        // Only notify during business hours
        var now = new GlideDateTime();
        var hour = now.getLocalTime().getHourOfDayLocalTime();
        if (hour < 8 || hour > 18) {
          return false;  // Outside business hours
        }

        // Check if user has opted out
        var prefs = new GlideRecord('sys_user_preference');
        prefs.addQuery('user', current.assigned_to);
        prefs.addQuery('name', 'notification.incident.optout');
        prefs.addQuery('value', 'true');
        prefs.query();
        if (prefs.next()) {
          return false;
        }

        return true;
      }

      advancedCondition();

Step 13: Weight and Priority

Control notification frequency and importance.

Set Notification Weight:

Tool: SN-Update-Record
Parameters:
  table_name: sysevent_email_action
  sys_id: [notification_sys_id]
  data:
    weight: 10  # Higher weight = higher priority
    digest: false  # true = batch into digest
    digest_interval: ""  # hourly, daily if digest=true
    omit_watermark: false  # Watermark prevents duplicates

Digest Configuration:

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "Daily Incident Summary"
    event_name: "incident.created"
    collection: "incident"
    active: true
    digest: true
    digest_interval: "daily"
    digest_template: [digest_template_sys_id]
    subject: "Daily Incident Summary - ${digest.count} incidents"

Troubleshooting Email Delivery

Step 1: Check Email Log

Query Recent Emails:

Tool: SN-Query-Table
Parameters:
  table_name: sys_email
  query: type=send-ready^ORtype=sent^ORtype=send-error^sys_created_onONToday@javascript:gs.beginningOfToday()@javascript:gs.endOfToday()
  fields: sys_id,type,recipients,subject,sys_created_on,error,mailbox
  limit: 50
  orderBy: sys_created_on
  orderByDesc: true

Email Status Types:

TypeMeaning
send-readyQueued for sending
sentSuccessfully sent
send-errorSend failed
receivedInbound email
received-errorInbound processing error
draftPending approval
ignoredSkipped by rule

Find Failed Emails:

Tool: SN-Query-Table
Parameters:
  table_name: sys_email
  query: type=send-error^sys_created_onONLast 7 days@javascript:gs.daysAgoStart(7)@javascript:gs.daysAgoEnd(0)
  fields: sys_id,recipients,subject,error,sys_created_on
  limit: 100

Step 2: Check Event Queue

Query Event Queue:

Tool: SN-Query-Table
Parameters:
  table_name: sysevent
  query: name=x_custom.incident.escalated^sys_created_onONToday@javascript:gs.beginningOfToday()@javascript:gs.endOfToday()
  fields: sys_id,name,instance,parm1,parm2,state,sys_created_on
  limit: 50

Event States:

StateMeaning
readyQueued for processing
processedSuccessfully processed
errorProcessing failed

Step 3: Verify Notification Configuration

Check Notification Is Active:

Tool: SN-Query-Table
Parameters:
  table_name: sysevent_email_action
  query: sys_id=[notification_sys_id]
  fields: name,active,event_name,condition,recipient_users,recipient_groups,recipient_fields

Verify Event Registration:

Tool: SN-Query-Table
Parameters:
  table_name: sysevent_register
  query: event_name=[your_event_name]
  fields: sys_id,event_name,table,description

Step 4: Test Notification

Fire Test Event:

Tool: SN-Execute-Background-Script
Parameters:
  script: |
    // Test notification by firing event
    var inc = new GlideRecord('incident');
    inc.addQuery('active', true);
    inc.setLimit(1);
    inc.query();
    if (inc.next()) {
        gs.eventQueue('x_custom.incident.escalated', inc, inc.assigned_to.toString(), inc.assignment_group.toString());
        gs.info('Test event fired for: ' + inc.number);
    }
  description: "Fire test notification event"

Check Email Generation:

Tool: SN-Query-Table
Parameters:
  table_name: sys_email
  query: recipients=[test_email]^ORsubjectLIKE[incident_number]^sys_created_onONLast hour@javascript:gs.hoursAgoStart(1)@javascript:gs.hoursAgoEnd(0)
  fields: sys_id,type,recipients,subject,body,error

Common Issues

Notification Not Firing

Symptom: No email generated after record change Causes:

  1. Notification inactive
  2. Condition not matched
  3. Event not registered
  4. No recipients defined

Solution:

Tool: SN-Query-Table
Parameters:
  table_name: sysevent_email_action
  query: collection=incident^active=true
  fields: name,event_name,condition,active,recipient_users,recipient_groups

Recipients Not Receiving Email

Symptom: Email shows as sent but users don't receive Causes:

  1. User email address invalid/missing
  2. User notification preferences disabled
  3. Email blocked by spam filter
  4. Incorrect recipient configuration

Solution:

Tool: SN-Query-Table
Parameters:
  table_name: sys_user
  query: sys_id=[user_sys_id]
  fields: email,notification,active

Check user notification preferences:

Tool: SN-Query-Table
Parameters:
  table_name: cmn_notif_message
  query: user=[user_sys_id]
  fields: notification,device,state

Email Shows as send-error

Symptom: Emails fail with error status Causes:

  1. SMTP server configuration
  2. Invalid email addresses
  3. Mail server rejection
  4. Attachment too large

Solution: Check the error field in sys_email record for specific error message.

Variables Not Resolving

Symptom: Email shows ${field_name} literally instead of value Causes:

  1. Incorrect variable syntax
  2. Field doesn't exist on table
  3. Null/empty field value

Solution: Verify field exists:

Tool: SN-Get-Table-Schema
Parameters:
  table_name: incident

Tool Usage Summary

MCP Tools (Preferred)

ToolPurpose
SN-Query-TableQuery notifications, events, email logs
SN-Create-RecordCreate notifications, templates, mail scripts
SN-Update-RecordModify notification configuration
SN-Get-Table-SchemaVerify available fields for variables
SN-Execute-Background-ScriptFire test events, debug

REST API (Alternative)

EndpointMethodPurpose
/api/now/table/sysevent_email_actionGET/POSTQuery/create notifications
/api/now/table/sysevent_email_templateGET/POSTQuery/create templates
/api/now/table/sys_script_emailPOSTCreate mail scripts
/api/now/table/sys_emailGETCheck email log
/api/now/table/sysevent_registerGET/POSTManage events

Best Practices

  • Use Events: Prefer event-based over direct notifications for decoupling
  • Template Reuse: Create templates for consistent formatting across notifications
  • Test in Sub-Production: Always test notifications in dev/test first
  • Monitor Email Queue: Regularly check sys_email for send-error records
  • User Preferences: Respect user notification opt-out settings
  • Business Hours: Consider time zones and business hours for non-critical alerts
  • HTML + Plain Text: Provide both for maximum compatibility
  • Avoid Spam: Use digest for high-frequency events
  • Watermarks: Keep watermarks enabled to prevent duplicate notifications
  • Document Events: Add descriptions to custom events for maintainability

Examples

Example 1: Complete P1 Incident Notification

# 1. Register custom event
Tool: SN-Create-Record
Parameters:
  table_name: sysevent_register
  data:
    event_name: "incident.p1.created"
    table: "incident"
    description: "Fired when Priority 1 incident is created"

# 2. Create notification
Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "P1 Incident Alert - All Hands"
    event_name: "incident.p1.created"
    collection: "incident"
    active: true
    weight: 100
    subject: "[URGENT] P1 Incident: ${number} - ${short_description}"
    content_type: "text/html"
    message_html: |
      <h1 style="color: #d32f2f;">Priority 1 Incident Created</h1>
      <p>A critical incident requires immediate attention.</p>
      <table>
        <tr><td><b>Number:</b></td><td>${number}</td></tr>
        <tr><td><b>Description:</b></td><td>${short_description}</td></tr>
        <tr><td><b>Caller:</b></td><td>${caller_id}</td></tr>
        <tr><td><b>Assignment Group:</b></td><td>${assignment_group}</td></tr>
      </table>
      <p><a href="${URI_REF}">View Incident Now</a></p>
    recipient_groups: [incident_managers_group_sys_id]
    send_to_event_parm_1: true
    send_to_event_parm_2: true

# 3. Create business rule to fire event
# (Create via UI or background script)

Example 2: Approval Request Notification with Mail Script

# 1. Create mail script for manager chain
Tool: SN-Create-Record
Parameters:
  table_name: sys_script_email
  data:
    name: "CC Manager Chain"
    script: |
      (function runMailScript(current, template, email, email_action, event) {
        // Get requested_for user
        var reqFor = current.document_id.requested_for;
        if (reqFor) {
          var user = new GlideRecord('sys_user');
          user.get(reqFor);

          // Add manager as CC
          if (user.manager && user.manager.email) {
            email.addAddress('cc', user.manager.email.toString(), user.manager.name.toString());
          }
        }
      })(current, template, email, email_action, event);

# 2. Create notification with mail script
Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "Approval Request - With Manager CC"
    event_name: "approval.inserted"
    collection: "sysapproval_approver"
    active: true
    subject: "Approval Required: ${document_id.number}"
    recipient_fields: "approver"
    sys_script_mail: [mail_script_sys_id]
    message_html: |
      <h2>Approval Request</h2>
      <p>You have a pending approval request.</p>
      <p><b>Request:</b> ${document_id.number}</p>
      <p><b>Requested By:</b> ${document_id.requested_for}</p>
      <p><a href="${URI_REF}">Approve/Reject</a></p>

Example 3: SLA Breach Warning

Tool: SN-Create-Record
Parameters:
  table_name: sysevent_email_action
  data:
    name: "SLA Warning - 75% Elapsed"
    event_name: "sla.warning"
    collection: "task_sla"
    active: true
    condition: "percentage>=75^percentage<100"
    subject: "SLA Warning: ${task.number} at ${percentage}%"
    recipient_fields: "task.assigned_to"
    content_type: "text/html"
    message_html: |
      <h2 style="color: #ff9800;">SLA Warning</h2>
      <p>The following task is approaching SLA breach:</p>
      <table>
        <tr><td><b>Task:</b></td><td>${task.number}</td></tr>
        <tr><td><b>SLA:</b></td><td>${sla.name}</td></tr>
        <tr><td><b>Percentage:</b></td><td>${percentage}%</td></tr>
        <tr><td><b>Time Remaining:</b></td><td>${business_time_left}</td></tr>
      </table>
      <p><a href="${task.URI_REF}">View Task</a></p>

Related Skills

  • admin/workflow-creation - Workflow-triggered notifications
  • catalog/approval-workflows - Approval notifications
  • itsm/incident-lifecycle - Incident notification triggers
  • admin/script-execution - Testing notifications via scripts

References

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