Setting the Notification

Introduction

Feature(s)

After making relevant settings, the corresponding notifications can be triggered, and members will be notified. This helps members handle data efficiently in the business process.

Setting Component(s)

There are five main setting items for notifications: Timing, Conditions, Recipients, Content, and Method.

Timing refers to when notifications will be sent out, while Conditions define which data triggers a notification. Recipients refer to who will receive the notifications. Content specifies what message will be added to the notifications. Method determines how the notifications will be sent out.

Notification Rules

Notification Type	Actions to Trigger Notifications	Actions not to Trigger Notifications
When a record is submitted	Submit data in the backend. Add data by Automations. Submit data through public links.	Submit data by yourself. Import data.
When a record is updated	Modify data in permission sets. Modify data through internal links or public links.	Modify data in Manage Data. Modify data in batch in Manage Data. Modify data by Automations.

Setting Procedure

Preparing to Set

1. Link an email address to your account.

Click My Profile in the upper right corner on the workspace page, and enter Personal Settings to link the email.

Where to Set

Select a form, click Edit, and select Extension. Go to Notifications and click New Notification.

Notification Type

Workflow form notifications currently support At specific time and Choose a Date&Time field. Other methods are not supported.

1. When a record is submitted

Trigger notifications when data is submitted.

For details, see Notifications of Record Submitting.

2. When a record is updated

Trigger notifications when data is updated.

For details, see Notifications of Record Updates.

3. At specific time

Trigger notifications at a specified time.

For details, see Customizing Notifications At Specific Time.

4. Choose a Date&Time field

Trigger notifications based on the date and time entered in the Date&Time field within the form.

For details, see Notification Based on A Date&Time Field.

Recipient(s)

Recipients can be departments, members, roles, and dynamic members.

1. In Dept., Roles, and Members, you can select desired recipients from Contacts.

For example, you can select a certain member as a recipient.

2. In Dynamic Members, you can select the Member or Department fields from the form.

For example, if there is a Member field titled Name, you can select this field under Dynamic Members.

3. Notes.

If you select a department, only the members belonging to that department will be notified. Members of its sub-departments will not be notified.
If Timing is set to At specific time, you can only specify certain members as recipients. Setting Dynamic Members is not available.

Condition(s)

No condition — no filter conditions, push notifications whenever data meets the notification type.
Match the filter — push notifications only when the data meets the filter conditions and satisfies the notification type.

Notification Type	Condition	Description
When a record is created	No condition	Push notifications when any new data is submitted in a form.
When a record is created	Match the filter	Push notifications only when the newly-added data meets the filtering conditions.
When a record is updated	No condition	Push notifications when any data is modified in a form.
When a record is updated	Match the filter	Push notifications only when the modified data meet the filter conditions.
Choose a Date&Time field	No condition	Push notifications when data is due.
Choose a Date&Time field	Match the filter	Push notifications when the data reaches its due date and meets the filter conditions.
At specific time	No settings	/

Content

In Content of Notification, you can customize a brief description with text, symbols, spaces, and form fields, to display the key information more efficiently.

For example, you can set the Content of Notification as Please note that Number of Inbound Product products are delivered to Warehouse.

The effect of the Notification is as follows:

Note:
1. When you select At Specific Time in Timing, you cannot add a field in the form to customize the notification content.
2. The Divider, Image, Attachment, SubForm, Query Data, Select Data, Signature, and Button fields can not be set as Content.

Method

Different account modes have different methods of push notifications. For details, see Notification Method.