Notifications Dashboard - Revision history

Shefali DK at 19:33, 23 December 2021

2021-12-23T19:33:09Z

Shefali DK at 19:32, 23 December 2021

2021-12-23T19:32:11Z

Shefali DK at 19:30, 23 December 2021

2021-12-23T19:30:38Z

Shefali DK at 19:16, 23 December 2021

2021-12-23T19:16:11Z

Shefali DK at 19:06, 23 December 2021

2021-12-23T19:06:36Z

Shefali DK at 19:01, 23 December 2021

2021-12-23T19:01:28Z

Shefali DK at 18:59, 23 December 2021

2021-12-23T18:59:55Z

Shefali DK at 18:58, 23 December 2021

2021-12-23T18:58:25Z

Shefali DK at 18:21, 23 December 2021

2021-12-23T18:21:19Z

WikiSysop at 06:03, 20 December 2021

2021-12-20T06:03:17Z

@@ Line 9: / Line 9: @@
 *Sort the notifications in several ways
 *Perform actions that are assigned to you
 == Navigating&nbsp;to Notifications Dashboard ==
@@ Line 70: / Line 68: @@
 Both the activity panel and notifications icons on the top-right will have a red dot indicating unread messages for bulk actions.
-<div class="image-green-border">[[File:8.0-Application Settings5.png|320px|8.0-Application Settings5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''on the bell icon to view the notification under the "Bulk Action Notifications" category on the left pane to view the sub-menus in the middle pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions1.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Expand '''the sub-menu and '''click '''the&nbsp;specific notification to view the details on the right.</div> <div class="image-green-border">7. '''Click '''"here" to view more details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Here.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Application Settings5.png|320px|8.0-Application Settings5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''on the bell icon to view the notification under the "Bulk Action Notifications" category on the left pane to view the sub-menus in the middle pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions1.png|920px|8.0-Notification-Dashboard-Bulk-Actions1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Expand '''the sub-menu and '''click '''the&nbsp;specific notification to view the details on the right.</div> <div class="image-green-border">7. '''Click '''"here" to view more details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Here.png|920px|8.0-Notification-Dashboard-Bulk-Here.png]]</div> <div class="image-green-border">&nbsp;</div>
-−
 == Send Push Notification after each Agreement Approval&nbsp; ==
@@ Line 98: / Line 95: @@
 <div class="image-green-border">[[File:8.0-Notifications-Dashboard-sent-for-approval1.PNG|920px|8.0-Notifications-Dashboard-sent-for-approval1.PNG]]</div>
 '''Note:''' You can create Notification categories and the templates called subscriptions for the categories from "Notification Settings". Refer "Notification Settings" page for more details.
 &nbsp;

@@ Line 71: / Line 71: @@
 Both the activity panel and notifications icons on the top-right will have a red dot indicating unread messages for bulk actions.
 <div class="image-green-border">[[File:8.0-Application Settings5.png|320px|8.0-Application Settings5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''on the bell icon to view the notification under the "Bulk Action Notifications" category on the left pane to view the sub-menus in the middle pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions1.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Expand '''the sub-menu and '''click '''the&nbsp;specific notification to view the details on the right.</div> <div class="image-green-border">7. '''Click '''"here" to view more details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Here.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Send Push Notification after each Agreement Approval&nbsp; ==
@@ Line 95: / Line 96: @@
 The following screenshot displays all "Sent for approval" and "Approved" Event Types from the "Subscriptions" page.
+<div class="image-green-border">[[File:8.0-Notifications-Dashboard-sent-for-approval1.PNG|920px|8.0-Notifications-Dashboard-sent-for-approval1.PNG]]</div>
 '''Note:''' You can create Notification categories and the templates called subscriptions for the categories from "Notification Settings". Refer "Notification Settings" page for more details.
 &nbsp;
@@ Line 104: / Line 103: @@
 &nbsp;
-'''Related Topics:'''&nbsp;[[Notification_Settings|Notification Settings]]&nbsp;| [[Trigger_Notification|Trigger Notification]]
+'''Related Topics:'''&nbsp;[[Notification_Settings|Notification Settings]]&nbsp;| [[Trigger_Notification|Trigger Notification]]&nbsp;|[[Agreement_Details_Page|Agreement Details]] | [[Saved_Searches|Saved Searches]]

@@ Line 24: / Line 24: @@
 '''Note:''' Please refer to "Trigger Notification" for triggering Agreements notifications.&nbsp;&nbsp;
+The "Notifications Dashboard" displays information in three panes as shown in the screenshot below.
-−
-−
-=== View Notifications&nbsp; ===
 <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notifications-Dashboard1.PNG|920px|8.0-Notifications-Dashboard1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Notification Category is the one under which the notifications are triggered for various actions on UI or backend.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note:'''&nbsp; Refer "Notification Settings" page to&nbsp;create Notification categories and the template called subscriptions.</div> <div class="image-green-border">
 Observe the following things when you work with notifications on the "Notifications Dashboard":
@@ Line 45: / Line 44: @@
 .&nbsp;'''Click''' on a specific notification on the left pane to see its details on the right pane.
-<div class="image-green-border">[[File:8.0-Notification-Dashboard-here.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-Notification-Dashboard-here.png|920px|8.0-Notification-Dashboard-here.png]]</div>
 . If required, '''click''' the <u>here</u> link to view&nbsp;details of the record. For example, the "Agreement Details" page will open in case of the "Agreement Created" Event.
 <div class="image-green-border">6. '''Check '''the notification&nbsp;for the "Delete Notification" to get enabled in top right to delete the notifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Delete.png|920px|8.0-Notification-Dashboard-Delete.png]]</div>
@@ Line 54: / Line 53: @@
 The saved search on which bulk actions like "Approve", "Reject" and so on can be performed is called "Bulk actions saved search".&nbsp;The notifications that are triggered on "Bulk actions saved searches" are&nbsp;displayed under the&nbsp;"Bulk Action Notifications" category on the "Notifications Dashboard".
 === Trigger Notifications ===
@@ Line 60: / Line 60: @@
 . '''Click''' "Agreements" main navigation menu on the top. The "Agreements" index page opens.
-<div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions.png|920px]]</div>
+<div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions.png|920px|8.0-Notification-Dashboard-Bulk-Actions.png]]</div>
 . '''Select '''the&nbsp;"bulk action saved search" from the “More Views” dropdown next to the title in the title bar. The bulk actions&nbsp;such as “Approve”, “Reject,” and so on appear&nbsp;on the right above the records grid.
@@ Line 66: / Line 66: @@
 . '''Click '''the bulk action, for example, "Approve". A toast message flashes on the bottom-right for the approved action being triggered.
-<div class="image-green-border">[[File:8.0-Bulk Actions Saved Search-Notifications-ToastMessage.PNG|720px|8.0-Bulk Actions Saved Search-Notifications-ToastMessage.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">&nbsp;</div>
-−
 === View Notifications ===
 Both the activity panel and notifications icons on the top-right will have a red dot indicating unread messages for bulk actions.
-<div class="image-green-border">[[File:8.0-Application Settings5.png|320px|8.0-Application Settings5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''on the bell icon to view the notification under "Bulk Action Notifications" category on left pane to view the sub-menus in the middle pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Bulk Actions Saved Search-Notifications-Activity.PNG|720px|8.0-Bulk Actions Saved Search-Notifications-Activity.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Expand '''the sub-menu and '''click '''the&nbsp;specific notification to view the details on the right.</div> <div class="image-green-border">7. '''Click '''"here" to view more details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Bulk Actions Saved Search-Notifications-Dashboard-herePNG.PNG|720px|8.0-Bulk Actions Saved Search-Notifications-Dashboard-herePNG.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Application Settings5.png|320px|8.0-Application Settings5.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''on the bell icon to view the notification under the "Bulk Action Notifications" category on the left pane to view the sub-menus in the middle pane.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions1.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Expand '''the sub-menu and '''click '''the&nbsp;specific notification to view the details on the right.</div> <div class="image-green-border">7. '''Click '''"here" to view more details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Here.png|920px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Send Push Notification after each Agreement Approval&nbsp; ==
@@ Line 97: / Line 96: @@
 The following screenshot displays all "Sent for approval" and "Approved" Event Types from the "Subscriptions" page.
-'''Note:''' You can create Notification categories and the template called subscriptions for the categories from "Notification Settings". Refer "Notification Settings" page for more details.
+'''Note:''' You can create Notification categories and the templates called subscriptions for the categories from "Notification Settings". Refer "Notification Settings" page for more details.
-<div class="image-green-border">[[File:8.0-Notifications-Dashboard-sent-for-approval1.PNG|720px|8.0-Notifications-Dashboard-sent-for-approval1.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Notifications-Dashboard-sent-for-approval1.PNG|920px|8.0-Notifications-Dashboard-sent-for-approval1.PNG]]</div>
 &nbsp;

@@ Line 53: / Line 53: @@
 The saved search on which bulk actions like "Approve", "Reject" and so on can be performed is called "Bulk actions saved search".&nbsp;The notifications that are triggered on "Bulk actions saved searches" are&nbsp;displayed under the&nbsp;"Bulk Action Notifications" category on the "Notifications Dashboard".
 === Trigger Notifications ===
@@ Line 59: / Line 60: @@
 . '''Click''' "Agreements" main navigation menu on the top. The "Agreements" index page opens.
-<div class="image-green-border">[[File:8.0-Bulk Actions Saved Search-Notifications.PNG|720px|8.0-Bulk Actions Saved Search-Notifications.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Notification-Dashboard-Bulk-Actions.png|920px]]</div>
 . '''Select '''the&nbsp;"bulk action saved search" from the “More Views” dropdown next to the title in the title bar. The bulk actions&nbsp;such as “Approve”, “Reject,” and so on appear&nbsp;on the right above the records grid.
@@ Line 65: / Line 66: @@
 . '''Click '''the bulk action, for example, "Approve". A toast message flashes on the bottom-right for the approved action being triggered.
 <div class="image-green-border">[[File:8.0-Bulk Actions Saved Search-Notifications-ToastMessage.PNG|720px|8.0-Bulk Actions Saved Search-Notifications-ToastMessage.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === View Notifications ===

@@ Line 23: / Line 23: @@
 '''Note:''' Please refer to "Trigger Notification" for triggering Agreements notifications.&nbsp;&nbsp;
@@ Line 43: / Line 44: @@
 '''. Click''' on the small arrow on the left of each sub-category to expand and see all the notifications for it.
-.&nbsp;'''Click''' on a specific notification to see its details on the right pane.
+.&nbsp;'''Click''' on a specific notification on the left pane to see its details on the right pane.
 <div class="image-green-border">[[File:8.0-Notification-Dashboard-here.png|920px]]</div>
 . If required, '''click''' the <u>here</u> link to view&nbsp;details of the record. For example, the "Agreement Details" page will open in case of the "Agreement Created" Event.

@@ Line 23: / Line 23: @@
 '''Note:''' Please refer to "Trigger Notification" for triggering Agreements notifications.&nbsp;&nbsp;
@@ Line 41: / Line 42: @@
 .&nbsp;'''Click''' on a specific notification to see its details on the right pane.
-<div class="image-green-border">[[File:8.0-Notifications-Dashboard2-Select.PNG|720px|8.0-Notifications-Dashboard2-Select.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Notifications-Dashboard2-Select.PNG|920px|8.0-Notifications-Dashboard2-Select.PNG]]</div>
-. If required, '''click''' the <u>here</u> link to view&nbsp;details of the record. For example, the Agreement Details page will open in case of Agreement created Event.
+. If required, '''click''' the <u>here</u> link to view&nbsp;details of the record. For example, the "Agreement Details" page will open in case of the "Agreement Created" Event.
-<div class="image-green-border">[[File:8.0-Notifications-Dashboard2-Select-here.PNG|720px|8.0-Notifications-Dashboard2-Select-here.PNG]]</div>
+<div class="image-green-border">6. '''Check '''the notification&nbsp;for the "Delete Notification" to get enabled in top right to delete the notifications.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification-Dashboard-Delete.png|720px]]</div>
-. '''Check '''the sub-categories&nbsp;for the "Delete Notification" to get enabled to delete the notifications.
-<div class="image-green-border">[[File:8.0-Notifications-Dashboard2-Delete.PNG|720px|8.0-Notifications-Dashboard2-Delete.PNG]]</div>
 &nbsp;

@@ Line 11: / Line 11: @@
 &nbsp;
 == Navigating&nbsp;to Notifications Dashboard ==
@@ Line 18: / Line 17: @@
 '''. Click''' the "Notifications" bell icon on the top right of the page. The "Notifications Dashboard"''&nbsp;''page opens.&nbsp;A red dot will be displayed along with the notification bell icon which indicates that there are unread notifications for the user to go over.
 <div class="image-green-border">[[File:Bell icon1.PNG|320px|Bell icon1.PNG]]</div> <div class="image-green-border">&nbsp;</div>
-−
 == Agreement Notifications ==