Notifications

The Notifications feature enables users to receive and manage notifications related to various modules.

To access the Notifications panel, click the Notifications bell icon on the left navigation pane.

The notification bell icon shows the count of unread notifications, dynamically decreasing by one when notifications are marked as read.

These notifications are organized by date and time, categorizing them into "Today" and "Older" sections.

Users can easily manage notifications by marking them as read or unread using the blue oval marker.

To keep the panel clutter-free, older notifications are automatically removed after 30 days from database and UI

Notifications for Job Processes

When a user executes a job or encounters an exception, the notification panel displays updates related to successful and failed job execution statues received from the database.

Clicking on job notifications allows users to view the job steps that have passed or failed, which will also be marked as read.

Notifications for Forms

The v25.2 release introduces Forms Notifications, allowing users to receive alerts for Forms which have Lock/Unlock feature enabled and if any other User locks/unlocks the Form for keying in data, ensuring they stay informed about key updates.

When a user has subscribed to Forms Notifications, they will receive updates when a form they have access to is locked or unlocked. This ensures users are informed about important changes without unnecessary alerts.

Clicking on a form notification opens the corresponding form, allowing users to access it instantly.

Managing Notification Preferences

The Notification Preferences menu allows users to customize their subscriptions for notifications, offering a tailored experience by enabling updates only for what is relevant to them.

To manage Notification Preferences:

1. Navigate to Settings > Appearance > Navigation Menu > select User level.

   

   or

   Navigate to Profile icon > select User Settings.

   

   The User Settings Window pops up.

2. Locate Notifications Preference under Appearance, in the User settings tab.

3. Manage Job Execution Notifications

   1. Choose the job categories you wish to subscribe - My Jobs, Other Users' Jobs, and Scheduled Jobs.

      • My Jobs preference selected: User can view notifications in the panel for jobs they manually triggered or scheduled jobs initiated by them.

      • Other User’s jobs selected: User can view notifications in the panel for jobs triggered by other users with the same client_id or scheduled jobs initiated by them.

      • Scheduled Jobs: User can view notifications in the panel for scheduled jobs initiated by Diuser & Setupclient (default values), receiving notifications for these jobs related to their client and from the Setup client.

   2. Toggle Jobs Execution button ON/OFF to show or hide notifications for the selected categories.

      

      Note: If none of the above 3 options (My Jobs, Other User’s jobs, Scheduled Jobs) are selected then Jobs execution button will be turned OFF and hence, forward user will not receive any more notification.

      • For active users, Jobs Execution and My Jobs will be subscribed by default.

      • For new user, the notifications will be turned off.

4. Manage Form Notifications

   Toggle the Forms button ON/OFF to enable/disable notifications for form lock/unlock events.

   1. If Forms notification is turned on, the Lock/Unlock preference will be automatically selected.

   2. If Forms notification is turned off the Lock/Unlock preference will be deselected.

   Note: By default, Forms notifications are turned off, and users must enable them manually.

   

5. Click Save to apply changes.

   If Cancel is selected, preferences revert to the previous state.