Notifications

The Notifications tool allows administrators and users with notification permissions to send notifications to specific users and user groups.

Notifications are always delivered to the recipient’s Timeline. If the recipient has push notifications enabled on their mobile device, a push notification is also sent.

Depending on the selected notification type, users can be directed to dashboards, forms, workflow overviews, or simply receive an informational message.

Configuration options

Setting	Required	Description
Title	Yes	The title displayed in the notification.
Description	Yes	The message shown in the notification timeline.
Image	No	Optional image displayed in the notification timeline. Images are not included in push notifications.
Recipients	Yes	One or more users and/or user groups that will receive the notification.
Type	Yes	Defines the action performed when the recipient opens the notification.

Notification types

Type	Additional configuration	Description
Information	None	Displays an informational notification in the user’s timeline.
Open dashboard	Dashboard, Restricted	Opens the selected dashboard when the notification is opened.
Open overview	Form, Restricted	Opens the overview (list view) of the selected form.
Create form	Form, Restricted	Opens the selected form in create mode to add a new record.
Open form	Form ID, Restricted	Opens an existing form record using the specified Form ID.
Open workflow overview	None	Opens the Workflow Overview.

Restricted option

The Restricted option is available for Open dashboard, Open overview, Create form, and Open form notifications.

• Enabled: after viewing the content, the user is automatically returned to the Timeline.
• Disabled: after closing the content, the user returns to the application’s main menu.

Usage

Use the Notifications tool to communicate directly with platform users or groups and guide them to relevant content inside the application.

Typical use cases include:

• Informing users about important announcements
• Directing users to a dashboard requiring attention
• Opening a specific form record for review
• Asking users to create a new form entry
• Guiding users to a workflow overview
• Sending targeted notifications to individual users or entire user groups

Recipient selection

• Notifications can be sent to both individual users and user groups.
• Multiple users and groups can be selected in a single notification.
• When a user group is selected, the notification is delivered to all members of that group.

Delivery

Notifications are delivered through two channels:

• Timeline (always)
• Push notification (only when the recipient has enabled push notifications on their device)

If push notifications are disabled, the notification remains available in the user’s Timeline.

Timeline

All sent notifications are stored in the user’s Timeline, allowing recipients to review previously received notifications.

Images attached to notifications are displayed only in the Timeline and are not included in push notifications.

Tips & best practices

• Use descriptive titles so recipients immediately understand the purpose of the notification.
• Send notifications to user groups when multiple users need the same information.
• Use actionable notification types (such as Open dashboard or Open form) to guide users directly to the required location.
• Use the Restricted option when users should return to the Timeline after completing the requested action.

Limitations

• Notifications cannot be edited after they have been sent.
• Each notification is a one-time message.
• Push notifications depend on the recipient enabling push notifications on their device.