Notifications configured within an application is applicable for various scenarios. These notifications are triggered based on specific actions or events within the application. Let's know the types of notifications in Application.
Notifications in an application are designed to trigger automatically based on specific user actions or system events. These notifications help keep users informed about important updates, changes, or required actions within a workflow.
Notifications can be triggered under the following conditions:
When an Action Button is Clicked: In many applications, action buttons (such as Submit, Approve, Reject, Save, or Update) are used to perform specific operations within a workflow.
When a Particular Workflow Step is Completed: Notifications can also be set to trigger automatically once a predefined workflow step is completed.
While configuring an App Notification, you will notice different types of notification channels available, such as Email, SMS, and WhatsApp Notifications. These notification types can be configured based on the preferred communication method for users.
Once a notification is configured, it will be triggered when the specified event occurs within the application. These notifications ensure that important updates reach the right users at the right time.
Types of Notifications and Their Triggering Events
Triggering Notifications Based on Workflow Events
To configure notifications in an application, follow these steps:
Manage Notifications at App Level
Example Scenario: A Project Manager overseeing multiple teams realizes that the current notification settings are overwhelming the team. Every minor change such as updates to task descriptions or due dates triggers a notification, causing several issues such as Inbox Clutter, Disruptions to Workflow, Missed Important Updates.
To solve this, the Project Manager decides to refine the app-level notification settings to ensure that only essential updates are sent while reducing unnecessary distractions. To create a more efficient notification system, the Project Manager makes the following changes:
Enables the notifications such as Task Created, Task Completed Initiator and Custom Notifications
Disables the Task Completed notifications.
Steps to Configure App-Level Notifications
To implement these changes, follow these steps:
- Navigate to App Settings → Events → Notifications.
- Toggle "Enable Notifications" ON.
- Select the necessary notifications:
- Enable: Task Created, Task Completed Initiator, Custom Notifications.
- Disable: Task Completed.
- Click Save to apply the settings across the application.
Note: Disabling app-level notifications overrides workflow-level settings. This means that even if notifications are configured at the workflow level, they will not be sent unless they are enabled at the app level.
Configuring this part defines who is sending the notification and who will receive it.
Sender Details: Choose the Sender Email:
Recipient Details:
CC (Carbon Copy) Recipients:
Choose users to be CC in the notification:
Message Modal Design
Email Subject:
Example
Instead of writing a static subject like "Task Assigned Notification", you can use:
"Task Assigned to @AssigneeName – Please Review"
This will personalize the subject line based on the assigned user.
Email Body:
Use the same "@" placeholders to dynamically insert values from the application into the message content.
Customize the email layout, format, and design according to preferences.
Example
"Dear @AssigneeName,
You have been assigned a new task: @TaskName. Please complete it by @DueDate.
Best Regards,
@SenderName"
This ensures the message remains dynamic and personalized.
Attachments
This section allows you to include relevant files along with the email notification.
How Conditions Work in App Notifications (Example)
Imagine a company uses an application to process purchase orders (POs). They want to send different notifications based on the PO amount:
If the PO amount is less than $10,000, notify the Department Manager.
If the PO amount is greater than or equal to $10,000, notify the Finance Head.
Click on Conditions and create condition.
Set the condition:
If PO Amount < $10,000 → Notify Department Manager
If PO Amount ≥ $10,000 → Notify Finance Head
End Result:
Subject: "Purchase Order Approval Needed: @PONumber"
Body: "Dear @ManagerName, A new PO (#@PONumber) requires your approval. Amount: @POAmount."
Result:
If a PO for $8,000 is submitted → Notification goes to the Department Manager.
If a PO for $15,000 is submitted → Notification goes to the Finance Head.
Create an App Notification to gain a clearer understanding by referring to this article.