Notification
The Notification Function is a versatile tool accessible via buttons in several sections: Basic, Activity, State, Information, and the Main Module. It allows users to configure notifications with a range of options and settings tailored to their needs.
Sections
Channel Options
Users can choose from three notification channels:
App Notification
Email
SMS (Beta)
Recipient Settings
To
A text box specifying the recipient of the notification
On Behalf (Beta)
A slider located below the To field, enabling users to send notifications on behalf of others.
Message (Optional)
Enabling this section via its slider reveals the following fields, with varying capabilities for each channel:
Subject and Message fields are available for:
App Notification
Email (supports attachments)
Message field only (no subject) for:
SMS (Beta)
Attach Link Options
By enabling the Attach Link slider, users can configure links for notifications:
Activity: activity that needed to be linked
Public (Share): Makes the link accessible publicly.
Disable Comments: Prevents commenting on the shared link.
Label: Add labels for categorization.
Listing (Beta): listing that needed to be linked
Testing Notification
The Test Notification with section provides options to preview and test notifications:
Entry
A dropdown to select specific entries for testing.
Preview Button
Clicking this displays the notification message or details directly below the section.
Test Send Button
Sends the notification to verify its functionality in a live setting.
Recurring Notifications
The Recurring slider, when enabled, provides options for setting up repeated notifications:
Date Selection
Choose specific dates from a calendar.
Recurring Type
Select recurrence patterns via a dropdown (Eg. Day, Week, Month).
Advanced Settings
At the bottom of the page, there are five sliders that allow users to enable advanced settings:
Recipient Script (Beta)
Utilizes a Python editor to define recipients dynamically.
Customize Message
Enables customization through subject, content fields and message templates powered by Python
Subject
Allows users to define the subject of the notification for clarity and relevance.
Provides space for the main body of the notification, enabling personalized messaging.
Message Template (Beta)
Powered by Python, it enables the creation of dynamic templates for consistent and customizable messaging.
Execute exactly one time for each trigger without iterate through entries
Ensures the notification triggers exactly one time without iterating through entries.
Condition
The slider sets fields for triggering notifications:
Condition State
Choose predefined states (e.g., "New" or "Completed") to trigger notifications
Condition Script (Beta)
Write scripts for complex, dynamic triggers based on multiple variables
Query Script (Beta)
Filter entries or users with custom queries for more targeted notifications
Timing (Beta)
The Timing slider allows precise scheduling of notifications:
Target Time
Specifies the exact time for the notification, useful for reminders or events
Multiplier
Adjusts the frequency of notifications
Duration Type
Defines the time unit for recurrence or validity (e.g. days, weeks, months)
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