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3.6.9
3.6.9
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On this page
  • View My Notifications
  • Channels
  • Creating Notifications for yourself
  • Creating Notifications for other users

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  1. Administration

Notifications

Learn how to create notifications for yourself or other users

PreviousGroupsNextBudget Notifications

Last updated 3 years ago

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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 and, if you have admin rights, for .

View My Notifications

You can view the notifications in your profile via the user icon in the top right corner:

Channels

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 Notifications for yourself

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 Notifications for other users

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.

5. Finally, you can view the notifications associated with a specific user, under Administration > User management > username > Notifications:

Make sure a valid e-mail configuration has been configured in the of your Exivity instance.

Depending on the selected Trigger, different options will be provided. The three types of triggers available allow you to know when , when, or when :

Select an existing user or create a new one by clicking the button.

4. Select the Notifications tab and fill in the details, similarly to the way :

a Report has been published
a Budget has been evaluated
a Workflow has finished
Create User
you create a notification for yourself
your own account
another user
System Settings
My Notifications menu
Creating a channel
Creating a notification for your own profile
Notification triggers
Adding a notification for another user
Example of notifications for a user account