> For the complete documentation index, see [llms.txt](https://docs.adaptiva.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.adaptiva.com/patch/advanced-settings/chains/chains-notification.md).

# Notification Chains

How to use and create Notification Chains within OneSite Patch.

## Get Started with Notification Chains

{% hint style="info" %}
Notification Chains are part of Advanced Strategies. If using a simple Strategy, you can designate roles to notify, communication providers, and the notification message within each Success Gate that you create.
{% endhint %}

**Notification Chains** let you send informational alerts about patch and deployment activity to stakeholders—such as dev teams or server owners—without requiring their approval. Administrators can define target recipients and choose delivery channels, including Email, Microsoft Teams, SMS, or WhatsApp.

Each Notification Chain links directly to a Strategy. While the chain defines *who* gets notified, paired **Notification Bots** filter *which* events trigger an alert (such as filtering by urgency) to prevent notification fatigue.

You can create and manage Notification Chains here, or configure them within object templates for Patching Strategies, Business Units, and [Deployment Channels](/patch/advanced-settings/deployment-channels-deployment-channel-processes.md). For details, see [Manage Notification Settings in Your Environment](#manage-notification-settings-in-your-environment).

![](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-ffa4560c0530bf13affcddafac9b775fa9f5663a%2Fimage23.png?alt=media)

If you have not yet assigned team members to these roles, see [Role-based Access Control (RBAC) in OneSite Patch](/patch/security-and-access-control/patch-rbac.md).

## Create a Notification Chain

1. Select **Advanced Settings > Intent Schema > Chains > Notification Chains** from the side navigation.
2. Click **+ New**.

   ![All Notification Chains dialog](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-a48b019dcc78ae3d468b5e2e4f6e6cee744e2561%2Fnotification-chains.png?alt=media)
3. For **Name**, give your Notification Chain a meaningful name. Use the **Description** box if you have additional text to add.
4. Next to **Roles To Notify**, click **+ Browse**.
5. Select role(s), click **OK**, and then click **Save**.

Depending on what you want to do with your Notification Chain, see the various scenarios outlined below under **Configure Notification Chain Behavior**.

## Configure Notification Chain Behavior

Configuring the behavior of your Notification Chain allows you to adjust which Roles receive notifications, on what schedule, and at what urgency level. It also allows you to set automation for when to escalate notifications to another level if a workflow times out.

![](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-eba844673c794701670b5f0d504ecbeda317f2ba%2Fimage25.png?alt=media)

### Assign Roles to Notify

Add existing Roles to a Notification Chain.

1. From within a **Strategy**, scroll down to **Roles to Notify**. If a table appears, check to see whether the existing roles apply:
   * To remove a Role from the table, select the **ellipsis (...)** in the **Actions** column, and then click **Remove**.
   * To add Roles to the table, click **+ Browse**, and then continue with the next step.
2. Select one or more **Roles** from the Roles table, and then click **OK**.
3. Click **Save** to save your progress and check for errors:

   a. Check the **Error View** and resolve any errors.

   b. Click **Save** again if you make any changes.

### Set Notification Urgency

These values must match the corresponding values defined in the Notification Bots. Otherwise, the Notification Cycle does not send a notification.

1. Click **+ Create Notification Setting** under **Notifications** of the object template.

   ![](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-a1268c73bb3207d02ef26c4a5ae9ea28f3a52205%2Fimage29.png?alt=media)
2. Expand the list of options next to **Notification Urgency**, and then select the urgency setting that matches the Notification Bot.

   ![](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-00f8089fe3c34d8a8a01bac56055b457db9cf927%2Fimage30.png?alt=media)
3. Continue editing the **Notification** settings or click **Create Notification Setting** to return to the template.

### Add Execution Schedules

Execution Schedules control when and how often a Notification Cycle sends notifications. Choose schedules based on when and how often receiving parties require notification.

1. Click **+ Create Notification Setting** from the **Notifications** workspace of an object template.
2. Next to **Execution Schedules**, click **+ Browse** to display the available schedules.
3. Select one or more schedules from the **All Schedules** table, and then click **OK**
4. Continue editing the **Notification** settings or click **Create Notification Setting** to return to the template.

### Enable Strategy and Business Unit Notifications

When either toggle below is enabled, the Notification Chain sends notifications to the Roles associated with the Patching Strategy or Deployment Channel template. Defaults to disabled.

1. In the **+ Create Notification Setting** dialog in the Patching Strategy or Deployment Channel template, decide whether to enable notifications:
   * Select the **Notify Patching Strategy Chains** toggle to enable or disable (default) whether the notification cycle sends notifications to the chains included in the strategy.
   * Select the **Notify Business Unit Chains** toggle to enable or disable (default) whether the notification cycle sends notifications to Business Unit chains included in the strategy.
2. Continue editing the **Notification** settings or click **Create Notification Setting** to return to the template.

### Select a Notification Cycle Workflow

This setting names the Notification Cycle that processes the Notifications for the Patching Strategy or Deployment Channel. Notification Cycle workflows are customized for specific uses. Adaptiva provides one sample **Patching Workflows** option.

{% hint style="info" %}
Contact [Adaptiva Customer Support](https://adaptiva.com/support) for assistance with Notification Cycle templates.
{% endhint %}

1. Click **+ Create Notification Setting** from the **Notifications** workspace of an object template.
2. Next to **Notification Cycle Workflow**, click **Browse**.
3. Select your custom workflow from the list, and then click **OK**.
4. Continue editing the **Notification** settings or click **Create Notification Setting** to return to the template.

### Set the Workflow Time Limit

Specifies the maximum length of time that the Notification Cycle Workflow runs before timing out. If set to all zeros (default), the workflow may run indefinitely. Choose this setting with care. If the notification times out before sending all notifications, the next cycle triggers the notifications again.

1. Click **+ Create Notification Setting** from the **Notifications** workspace of an object template.
2. Next to **Time Limit**, set the **Hours**, **Minutes**, or **Seconds** that the Notification Cycle will run, or leave the setting default at 0 for each item to allow the workflow to run indefinitely.
3. Continue editing the **Notification** settings or click **Create Notification Setting** to return to the template.

## Manage Notification Settings in Your Environment

Patching Strategy, Deployment Channel, and Business Unit objects include a **Notifications** dialog where you can configure notification details. The configuration choices differ slightly for each object.

{% hint style="info" %}
This configuration requires selecting a specific type of Notification Cycle template. Contact [Adaptiva Customer Support](https://adaptiva.com/support) for assistance with this configuration and for information about choosing the correct template.
{% endhint %}

### Link a Notification Chain to Another Object

Notification Chain settings exist in the object templates for Patching Strategies, Deployment Channels, and Business Units.

1. Expand the **Notifications** box in an open object template to show the available configuration options.
2. Click **Browse** next to **Notification Chain**. This opens the **All Notifications Chains** dialog.
3. Select a **Notification Chain** from the table, and then click **OK**.

### Assign Patch Notification Bots

Both Patching Strategies and Deployment Channel templates have an option to add **Patch Notification Bots**.

1. Click **+ Browse** next to **Patch Notification Bots** in the **Notifications** workspace of the object template.

   * This opens the **Select Patch Notification Bot** dialog.

   ![](https://2503798551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7VJNM00p5XQ4pMWqCu8y%2Fuploads%2Fgit-blob-842bc27622559f33a52cb6bc4ee657daa8c3d99d%2Fimage28.png?alt=media)
2. Choose one or more **Notification Bots** to set requirements for this template. To create more Notification Bots, see [Creating Notification Bots](/patch/advanced-settings/bots.md#creating-notification-bots).
3. Click **OK**.