Learn how to create notifications for yourself or other users
Notifications are messages that are sent to a specific channel (e-mail, SMS, Slack, webhook) based on an event such as a Published Report, a Budget Evaluation, or a Workflow exit status. These events are typically triggered by a Workflow. Notifications are always created for a specific user. It is possible to create a notification for your own account and, if you have admin rights, for another user.
You can view the notifications in your profile via the user icon in the top right corner:
My Notifications menu
If you don't have any notifications yet, you will first need to create one or more channels. To create a new Channel, click on the tab Channels and specify a name and a type. In case of an e-mail, you will need to provide a valid e-mail address or use your personal profile e-mail address:
Creating a channel
Make sure a valid e-mail configuration has been configured in the System Settings of your Exivity instance.
To create a notification, click on your username at the top right corner of the screen, then select My Notifications and navigate to the Notifications tab:
Creating a notification for your own profile
Depending on the selected Trigger, different options will be provided. The three types of triggers available allow you to know when a Report has been published, when a Budget has been evaluated, or when a Workflow has finished:
In order to create notifications for other users, you must be logged in as an administrator.
Afterwards, you can proceed with the following steps:
- 1.Go to Administration > User management.
Note that notifications for any new user become available only after saving the profile.
3. Select the desired user from the left side of the screen.
4. Select the Notifications tab and fill in the details, similarly to the way you create a notification for yourself :
Adding a notification for another user
5. Finally, you can view the notifications associated with a specific user, under Administration > User management >
Example of notifications for a user account