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For example, to create a new Agreement and Approve it: | For example, to create a new Agreement and Approve it: | ||
| − | #Create an Agreement and Send for Approval. | + | #'''Create '''an Agreement and Send for Approval. |
| − | #Login as first Approver. | + | #'''Login '''as first Approver. |
| − | #Search an Agreement. | + | #'''Search '''an Agreement. |
| − | #Approve/Reject the Agreement. | + | #'''Approve'''/'''Reject '''the Agreement. |
<ul style="margin-left: 40px;"> | <ul style="margin-left: 40px;"> | ||
<li>On approval by the first approver, a notification is sent to the First Approver, Primary Owner and Secondary Owner (assuming that the roles are configured on the notification template for Primary Owner, Secondary Owner & Action User). </li> | <li>On approval by the first approver, a notification is sent to the First Approver, Primary Owner and Secondary Owner (assuming that the roles are configured on the notification template for Primary Owner, Secondary Owner & Action User). </li> | ||
Revision as of 19:35, 7 December 2021
Notifications Dashboard
Alerts are system-generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the "Notifications Dashboard". As an external user, you now also get your domain-specific URL embedded within your Notification Template. This allows your login URL to be customized for your domain.
From the Notifications Dashboard you can:
- See current or past activities performed by all users
- Sort the notifications in several ways
- Perform actions that are assigned to you
To view notifications:
1. Click the "Notifications" bell icon on the top right of the page. The "Notifications Dashboard" page opens. A red dot will be displayed along with the notification bell icon which indicates that there are unread notifications for the user to go over.
Observe the following things when you work with notifications on the "Notifications Dashboard":
- The left collapsible pane lists all the Notification Types or categories. The pane can be collapsed with the arrow icon on the right and can be expanded by clicking a bell icon.
- The selected notifications are highlighted in the theme color.
- Clicking an unread notification in a sub-category reduces the counter for that category in the left pane by one.
- The "Notifications Dashboard" will show notifications received over the past 2,7, 15, and 30 days. To see a different time frame, specify a "Custom Date Range". The valid range is within a 2 month period.
- Users with Approver role for Agreements and Amendments will receive reminder emails Agreement Approval Reminder Notification for pending approvals. They will continue to receive the emails till they take action on the specific Agreement. If an Approver is receiving a reminder email for an Agreement already approved, then it needs to be reapproved as it was rejected by another Approver.
- Sort any of the notification categories by events or date in ascending and descending order with "Sort By" in the right pane's top corner
2. Click on a specific category in the left pane to see its sub-category or Event Names in the middle pane. For example, When the "Agreement Notifications" is selected the sub-categories or events under it such as "Agreement Approved", "Agreement Created" and so on are displayed.
3. Click on the small arrow on the left of each sub-category to expand and see all the notifications for it.
4. Click on a specific notification to see its details on the right pane.
5. If required, click the here link to view details of the record. For example, the Agreement Details page will open in case of Agreement created Event.
6. Check the sub-categories for the "Delete Notification" to get enabled to delete the notifications.
Send push Notification after each Agreement Approval
Administrators can now configure notifications to be sent when an Approver either approves or rejects Agreement or Amendment so that you can easily identify which approver has approved or rejected the Agreement. In case of multiple approvers:
- On approval by the first approver, a notification is sent to the First Approver, Primary Owner and Secondary Owner (assuming that the roles are configured on the notification template for Primary Owner, Secondary Owner & Action User).
- Similarly, subsequent approvers also get notifications on their respective approvals.
- On approval by the last approver, 2 notifications are triggered, one for the individual Approval and second for the fully Approved/Rejected scenario.
For example, to create a new Agreement and Approve it:
- Create an Agreement and Send for Approval.
- Login as first Approver.
- Search an Agreement.
- Approve/Reject the Agreement.
- On approval by the first approver, a notification is sent to the First Approver, Primary Owner and Secondary Owner (assuming that the roles are configured on the notification template for Primary Owner, Secondary Owner & Action User).
- Similarly, subsequent approvers also get notifications on their respective approvals.
- On approval by the last approver, 2 notifications are triggered, one for the individual Approval and the second for the fully Approved/Rejected scenario.
The following screenshot displays all "Sent for approval" and "Approved" Event Types from the "Subscriptions" page.
Note: You can create Notification categories and the template called subscriptions for the categories from "Notification Settings".
Related Topics: My Dashboard | Notification Settings
