Custom notifications (SM205041)

A list of areas/categories the notification applies to. You can select between:

• System information
• Projects
• Payments
• Accounting
• Orders
• Invoicing

A check box that indicates (if selected) that this notification is active. and can be viewed on the tab Active.

This check box can only be edited for custom notifications. The systems pre-set notifications will always be set to active.

If you want to receive notifications by email, go to User settings (SM203010), General information tab, Custom notifications section and select Enable custom notification emails.

A check box you select if you want the conditions to initiate a notification the recipients you have specified.

By deselecting, the conditions and notification will be inactive, but you may activate whenever you want.

The logical operation to apply to the value of the selected data field. The following options are available:

• Equals
• Does not equal
• Is greater than
• Is greater than or equal to
• Contains
• Starts with
• Ends with
• Does not contain
• Is between - requires that you use both Value and Value 2
• Is null
• Is not null

The character representing the action you want to perform. The valid operators are:

• And
• Or

The source of the recipient. Select one of the following options:

• User: The users of the specified Window ID, generally the employees
• Document: The contacts associated with specific documents such as invoice, suppliers, customers etc. You can filter further in the column recipient when you have selected this option.
• Role: The users grouped into roles e.g. Administrators

When you have selected your source, you can specify further in the Recipient field.

After selecting Source, you specify further whom is to receive the notification. Click the magnifier to see the lists of users or roles.

If you select Document as your source, you will have more options. These are the options sorted by window: