Overview
- Checking Notifications
- Filtering Notifications
- Flagging Notifications
- When and to Whom Notifications Are Sent
- What Are "To Me" Notifications
- Marking Read Notifications as Unread
The notification feature notifies users of any App, Space, and People updates. You receive notifications when another user sends a message to you in a comment or post, and when you are assigned a task by an administrator or another user. To view the Notifications page, click the Notifications icon in the menu bar.
Checking Notifications
When any updates are made on App, Spaces, or People areas, a notification is sent. Notifications are displayed for two weeks after they are marked as Read. However, a notification marked as "Flagged" remains displayed until it is unmarked.
Notifications can be checked from the following areas:
- Portal Home
- Notifications
- By Email
- Only for App and Space notifications when email notifications are enabled
- From Portal Home, click
on the top left.
- Click Unread/Read to switch between viewing notifications you have not read and notifications you have read.
- From the drop down, select To Me to view only notifications where you, your group, or your department is mentioned (@me) in a post.
- The number of "To Me" notifications received will be displayed on the bell icon.
- Select Flagged to view notifications you have flagged.
- Select All to view all notifications in the portal, not just those that include you.
- From Portal Home, scroll down below Announcements to Notifications.
- Click Unread/Read to switch between viewing notifications you have not read and notifications you have read. Click the Notification
Icon to display the list of notifications.
- Select To Me to view only notifications where you, your group, or your department is mentioned (@me) in a post.
- The number of "To Me" notifications received will be displayed on the bell icon.
- Select Flagged to view notifications you have flagged.
- Select All to view all notifications in the portal, not just those that include you.
How to add a notification filter:
-
From Notifications, click the drop-down list under notifications.
-
Click New Notification Filter.
- Specify each item in the Notification Filter Settings window.
- Name: Enter a name for the filter.
- Notification Type: To narrow it down only to To Me notifications, select To Me.
- Locations: To filter notifications by a specific app or space, select either Includes any of or Does not include and specify the location.
- Sent From: To narrow down to only the notifications of actions by a specific user, specify the user.
- Click Save.
Flagging Notifications
- While viewing a notification, hover over the notification and click
.
- Flagged notifications will display as
.
- Flagged notifications will display as
How to Remove a Flagged Notification:
- While viewing the notification, click
to remove the flag.
Notifications are sent at the following times to thread followers and users specified in the body text.
Feature | When a Notification Is Sent | Users Who Receive a Notification | User Who Receives a "To Me" Notification | Receives an email notification? |
---|---|---|---|---|
App | When a condition for "General Notifications" is met |
|
|
● |
When a condition for "Per Record Notifications" is met | (N/A) |
|
● | |
When a condition for "Reminder Notifications" is met | (N/A) |
|
● | |
When a record is edited | (N/A) | User who is assigned as the assignee as of the edit1 | ● | |
When a comment is posted to a record | Users who have posted a comment to the record2 |
|
● | |
When the status of a record is changed | (N/A) | User who is assigned as the assignee as of the change1 | ● | |
When records are created or updated with a file | (N/A) | User who imported the file | ● | |
When exporting records to a file is completed | (N/A) | User who exported the records to the file | ● | |
When a periodic report is logged | Users who set the periodic report | (N/A) | ● | |
When a periodic report logging fails | App administrator | (N/A) | ● | |
Space | When a space is created | (N/A) | Space members | ● |
When body text in a space is edited | Space members | User who is specified in the body text recipient | ● | |
When the public/private setting of a space is changed |
Space members |
(N/A) | (N/A) | |
When a guest joins a space | Space members | (N/A) | (N/A) | |
When a thread is created | (N/A) |
|
● | |
When body text is edited in a thread | Thread followers | User who is specified in the body text recipient | ● | |
When a comment is posted to a thread | Thread followers | User who is specified in the comment recipient | ● | |
When "Like" is clicked for a thread comment | Users who posted the comment | (N/A) | (N/A) | |
People | When you post a comment to your profile | Your followers | User who is specified in the comment recipient | (N/A) |
When you post a comment to another user's profile | The profile owner's followers |
|
(N/A) | |
When "Like" is clicked for a profile comment | Users who posted the comment | (N/A) | (N/A) | |
When a message is posted | (N/A) | User who is a recipient of the message | (N/A) | |
When "Like" is clicked for a message | Users who posted the message | (N/A) | (N/A) |
2: The user is notified if the "Send updated comment notifications to all commenters" check box is checked in the "General Notifications" setting.
What Are "To Me" Notifications?
To Me notifications are notifications where you are specified as the recipient. The number of To Me notifications received will be displayed on the bell icon located on the top of the screen.
To Me notifications include:
- Notifications generated when a comment with you specified as the recipient is posted on an app or a space
- Notifications generated when you receive a message
- The following app notifications:
- Notifications generated on updates or comment postings to the following records:
- Records that you created
- Records in which you are selected in the User selection field in the form
- Notifications generated by a value of app record meeting a certain condition
- Reminder notifications
- Notifications generated when you get assigned as the assignee in an app with Process Management enabled
- Notifications generated on updates or comment postings to the following records:
Please note, if you specify yourself as the recipient and post a comment, a notification will not be sent.
Marking Read Notifications as Unread
To mark a read notification as unread:
-
Click
on the upper side of the screen.
-
Click Read.
-
Click the check box that is located on the upper right side of the screen.
- Click
on the notification to mark it as unread.
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