You can create a notification to be sent as an email each
time a view is changed. To add a notification, you must either be
a workspace administrator or have the Notifications and Messages workspace
permission.
Procedure
- Click . The
available notifications are displayed.
- Click Add Notification.
- Specify the Notification Information settings:
- Active: Select this check box
to keep the notification active.
- Type a title and description for the notification.
- Base the notification on the view:
Select the view on which the notification is based. The view must
contain the attributes that you want to use in your notification.
If you create a notification about changes to a view, the history
logs of the attributes must be activated. If you create a notification
about the current content, the view must contain all the attributes
that you want to include in the notification.
Note: - Filters on this view are not used.
- If the view contains a rule that is set to Current user, the view
is run as the member you select from the Use date and number
format settings of the member list.
- When Detail level of body text is set to
Detailed, file attributes in the view are included as attachments
in the notification. To be delivered correctly, the attached files
from your File attributes must not exceed the limits.
- Use date and number format settings of the
member: Select the member whose date and number format
settings are used for the notification. All members in the workspace
are listed.
- Send a notification with: Select
whether to send notifications about all changes or all current content.
- Look for changes every: Select
the time interval at which to check for changes.
- Specify the Compose Notification Message settings:
- Send to the members in: Select
the attribute or view whose members you want to send the notification
to.
Note: If the view contains a rule that is set to Current
user, the view is run as the member that you select from the Use
date and number format settings of member list.
- CC: Select the attribute or view
whose members you want to send a copy of the notification to. The
values in this list are the same as the values in the Send
to the members in field.
- BCC: Select the attribute or
value whose members you want to send a blind copy of the notification
to. The email address of this recipient is not visible to the other
recipients in the notification. The values in this list are the same
as the values in the Send to the members in and CC fields.
- Exclude the editing user: Select
this check box to exclude the user who made the change from receiving
the notification. This check box is visible only for notifications
of the All Changes type.
Note: - When the CC and BCC fields are enabled and if there are multiple
users in CC and BCC fields, the changes that are made in the notification
time interval are sent in multiple emails. Each email has a different
member in the CC field. If the CC field is blank, the users receive
all changes in one email.
- When more than one person changes elements during the interval
in the Look for changes every field, all users
receive the notification.
- Subject: Type a subject for the
notification. For an example, see the default text in this field.
- Header text: Enter a header text
for the notification. For an example, see the default text in this
field.
- Detail level of body text: Select
the detail level of the notification: Brief, Normal, Detailed, or
Customized. For more information about the detail levels, see “Notification
types.”
- Footer text: Enter your own notification
footer text. This text is displayed after the list of changes and
current content in the notification email.
- Click OK. The notification
is added to the list of notifications. Active notifications have the
icon. Inactive notifications have
the
icon. To toggle between
active and inactive notifications, click the icon.