Notifications

Receive updates about Requests and your assigned Tasks.

Overview

Receive Notifications as a Request Participant

Request participants may receive notifications when the following events occur:

A Request has started for a specific Process.
A Request participant is assigned a Task. Selecting a notification for an assigned Task opens that Task's summary.
Task assignees and/or Request participants may be notified when a Task is due.
The Request starter's Request is canceled. Selecting a notification for a canceled Request opens that Request's summary.
The Request starter's Request is completed. Selecting a notification for a completed Request opens that Request's summary.
A user is tagged in a Request comment or a Task comment. Selecting a notification for a tagged comment opens that Request summary or Task summary that contains the tagged comment. If the tagged user is not a Request participant prior to being tagged in a Request or Task comment, that user becomes a Request participant.
A Process is imported.

Receive Notifications for Results of a Saved Search Change

You may configure your Saved Search to notify you each time search results change based on your Saved Search parameters. For example, suppose that you have a Saved Search for all in-progress Requests for a particular Process, such as for a Purchase Request Process. Each time a Request starts for that Process, your Saved Search results change. If your Saved Search is configured to send notifications each time your Saved Search results change, you receive a notification.

Note that the Saved Search package must be installed to use Saved Searches.

View New Notifications

The notifications screen displays your notifications. To view new notifications, click the Notifications iconwhen it indicates you have one or more notifications.

Notifications remain visible until you do one of the following:

Select the notification represented by the hyperlinked text.
Click the Dismiss Notification iconto hide that notification.
Click the Dismiss All button to hide all notifications.
Click the View All button to view all notifications.

A notification may contain the following information:

Task name: The name of the assigned Task displays as a hyperlink to that Task.
Task assignment date: To the right of the Task name displays the date and time in which the notification was sent to you. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Request name: Below the assigned Task displays the name of the Request associated with that Task.
Request starter: Below the Request name is the full name of the person who started the Request.
Request completed: If you are a Request participant when a Request completes, a notification displays Request completed: followed by the name of the completed Request.
Request canceled: If you are a Request participant when a Request is canceled, a notification displays Request canceled: followed by the name of the canceled Request.
Dismiss Notification icon: The Dismiss Notification icondisplays at the bottom-right of the notification.

If you have no notifications when you select the Notifications icon, the following message displays: No Notifications Found.

View Unread Notifications

The Unread Notifications page displays all your unread notifications. To view all of your unread notifications, click the Notifications iconand then do one of the following:

Select View All Notifications. This text displays only if you have no new notifications.
Select All Unread Notifications. This text displays only if you have two or more notifications.

Click the Unread Notifications iconin the left sidebar when you are viewing the All Notifications page.

The Unread Notifications page displays the following information in tabular format about your unread notifications:

Status: The Status column displays the unread status iconto indicate the notification is unread. Click the icon to indicate that the notification is read. Doing so makes the notification display in the All Notifications page.
User: The User column displays to whom the notification applies. This user is often you, but it might also include others such as a person who canceled a Request.
Subject: The Subject column displays the subject of the notification. If the subject pertains to an assigned Task, the subject may include the following:
- Task name: The name of the Task displays in blue-colored text. Select the Task name to open the Task.
- Request name: The name of the Request associated with the Task displays in parentheses.
- Tagged comment: If tagged in a comment, the Request comment or Task comment in which you were tagged.
Created: The Created column displays when the notification was sent to you. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Need to search for a notification? See Search for a Notification.

View All Notifications

Follow these steps to view all your notifications:

View your unread notifications. The Unread Notifications page displays.
Click the All Notifications iconin the left sidebar. The All Notifications page displays.

The All Notifications page displays the following information in tabular format about all your notifications:

Status: The Status column displays the status of the notification using one of the following icons:
- Unread status: The notification is unread. Click the icon to indicate its status as read.
- Read status: The notification is either read or dismissed when the notification was viewed. Click the icon to indicate its status as unread.
User: The User column displays to whom the notification applies. This user is often you, but it might also include others such as a person who canceled a Request.
Subject: The Subject column displays the subject of the notification. If the subject pertains to an assigned Task, the subject may include the following:
- Action icon: An icon displays what action is associated with the notification so you can prioritize which notification to read first. These are the action icon indicators:
  - Assigned Task: The Assigned Task iconindicates that the notification is associated with an assigned task.
  - Completed Request: The Completed Request iconindicates that the notification is associated with a completed Request.
  - Canceled Request: The Canceled Request iconindicates that the notification is associated with a canceled Request.
- Task name: The name of the Task displays in blue-colored text. Select the Task name to open the Task.
- Request name: The name of the Request associated with the Task displays in parentheses.
- Tagged comment: If tagged in a comment, the Request comment or Task comment in which you were tagged.
Created: The Created column displays when the notification was sent to you. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.