Notifications
Understanding Notifications
Notifications keep you in the loop about your account by providing instant alerts for specific activities. All your notifications are consolidated under the Notifications pane. You can view this pane by clicking on the Notifications bell icon, which will be visible across Development mode, and Live mode.
-
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.
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.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Understand email notifications in portal
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Email notifications help the admin of the portal communicate with portal users. There are four customizations that can be ...Configure push notifications for your Android app
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Configure push notifications for your Android app As part of your Creator application’s workflows, you can configure push ...Configure push notifications for your iOS app
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. As part of your Creator application’s workflows, you can configure push notifications. For these to work in your iOS app, ...Understand notification in form workflows
Notifications are pretty useful in keeping your users well-informed and engaged. In Creator, notifications are, by default, triggered in the event of certain actions(like record comments, blueprint actions etc.). Additionally, you can also configure ...Manage stage environment
The following stage environment actions are available to users: Access Settings Logs The above options will be displayed when you click on the ellipsis for the required app listed in the Environments page. Access Opens the app live mode in Stage ...