Understanding and managing notifications
Record comments - When someone @mentions you in the record comments in any of the reports.
Approval actions - When you are yet to review the approval process for a record in any of the forms. Learn more
Blueprint - When you have a record for which the stage transition is pending. Learn more
Push notification task in Deluge - When a push notification is triggered using the Deluge task. Earlier, this Deluge task would send a notification only to the mobile app. It will now trigger notifications in both Web and Mobile versions. Learn more
Important announcements and updates - When you have crucial updates related to your account. Zoho Creator will send you notifications regarding data loss warnings, deprecation of features, account management, and more.
Notification preferences
Notification preferences are settings for managing your notifications. This allows you to have control over notifications you wish to receive. It ensures that important messages reach you while avoiding an overflow of excess information.
To set notification preferences
Click the Settings
icon on the Notifications pane to set up your notification preferences.
Use the Allow Notifications toggle to Enable or Disable the notifications. You will not receive any system notifications if you select Disable.
You can choose what kind of system notifications you'd like to receive by selecting the checkboxes such as Record Comments, Approval Workflows, and Blueprint Transitions. Click Done to save your notification preferences.
Info: Please note that these preference settings apply only for the system notifications mentioned above and not for product updates, announcements, and custom notifications like deluge push notifications and workflow notifications.Notifications pane
- Upon clicking the @mentions card, a new tab will open with the record summary view of the record in which the corresponding comment has been posted.
If your permission to the particular report where the comment has been made gets revoked, a popup will be displayed to switch to another type of report for which you have permission. - Upon clicking the Blueprint card, a new tab will open with the record summary view for record in which the transition has to be performed.
If there are multiple types (list, calendar, etc) of reports associated, then a popup will be displayed in which you can choose the type of report which you prefer to view the particular record.
- Upon clicking the Approval card, a new tab will open with the Approval Summary view, in which the record can be approved or rejected.
- Upon clicking the Deluge notifications card, a new tab will open with the particular record in which the action that triggered the notification has occurred.
Points to remember
- The cards remain in your Notifications pane for 20 days, after which they expire.
- The cards in the Notifications pane are displayed on the time they were generated and with the most recent ones displayed at the top. The cards can neither be sorted nor be modified.
- The notifications will be synced across all devices on which the account has been logged in. If a particular notification is read in the Mobile app, then it will be marked as read on the Web/Tablet as well.
- For customer portal and code-signed apps, the notifications will only cover the activities related to that application alone. Filtering the notifications will not be supported.
- The Notifications feature is currently not supported for the SDK apps for iOS and Android.
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