Use Notification actions in your pages to enable users to email your collaborators on the platform.
You can add notification actions:
- As an action button on an action card
- In the menu of an action card
- In the toolbar of a worksheet
You can specify a list of recipients, or you can point to a line item that is a user from a list. If you use a line item, the notification is sent by email to the person specified in the line item when your page users submit the action.
Actions are not available on personal pages.
Create a notification action
To create a notification action in a page:
- Open your page in designer mode. Click the Edit this page (pencil) icon in the toolbar.
- If you need a new action card:
- Choose from where you want to add the notification action. Click:
- The Configure action button in a new action card, to add an action button to the card
- Configure actions in the (...) menu of an existing action card, to add an action to the card's (...) menu
- An action card's Edit icon, to add an action to the action card
- For a worksheet page, you can also click the Configure worksheet actions button in the toolbar.
- In the Actions tab of the right-hand side panel, expand the Notifications section and click the Create a notification button
The Notification designer displays.
- Configure the content of your notification, including:
- the Name, as the label for your action button
- Links to, as the target page for the link in your email
- Title, which displays above the message in your email, and links to the page
- Message, as the body of your email.
- Click Next.
- On the second page of the Notification designer, add Recipients for your notification:
- To select recipients manually, for Assign recipients via, click Specific people, and then add recipients.
- To use a single recipient from module data, for Assign recipients via, click Module data, and then select a Module and Line item. At the top-right of the Notification designer, you can configure the context of the preview without affecting the context of the page or card. Read how to assign recipients via module data.
- Click Create.
- When you’re ready, click Publish to make your notification actions available.
You can edit or delete a notification action from its (...) menu in the Action tab of the Card configuration panel. Read more about how to configure actions on an action card.