Setup Guide and Definitions
By using the app, it is possible to configure notifications on different levels.
In the Notification setup for all, the first configuration is the header. The header consists of three options:
- Number of Notifications
- Time Period
- Time Since Last Notification.
Number of Notifications determines how many notifications the user should be presented before they get the offer to disable the notification.
Time Period is defined as a date formula that scopes the notifications. It specifies that the Number of Notifications should have happened in the given period.
Time Since Last Notification is independent from the two other options in the header of Notification Setup for all. It’s defined as a date formula. If a notification is disabled and the period of time has passed since the user last was supposed to get a notification, the user is offered to enable the notification.
On the list of notifications, there are several options to configure. First, we will have a look at the status. The status can be set to each of the five options. As default, the status is set to Assisted.
The Assisted status is giving intelligent suggestions on how to control notifications. This type of status allows each user to control whether the notifications is enabled or disabled. The suggestions are based on the values in the header of the Notification Setup for all.
When the User Defined status is selected, the notifications acts like it would in a standard version of Business Central. There are no suggestions made and each user can select there preference in the regular My Notifications Setup.
The two statuses Everyone and No One are fairly similar. Both of them removes the notification from My Notifications, meaning that users cant configure the notifications individually. Choosing Everyone means that all users get all notifications. No One means that all users will have the notification disabled.
The last status, Locked, gives the possibility to lock a configuration. The administrator of notifications determines when a user or all users should be presented with the notification. The user is still able to see the notification in My Notifications, but they will get an error if they try to configure it themselves.
The next configuration option is the Conditions, which is defined as a regular Business Central filter. These can be configured on both a single-user level as well as an all-users level. The conditions are possible to configure on all notifications where the Conditions column shows View filter details or a filter is already set and is being displayed.
If a condition is created on an all-user level, it applies to all users except those, who has a single-user level condition defined. Hence, the single-user level condition is overwriting the all-user level condition.
Further, on a user-level basis, the notifications can be generally enabled or disabled without having to create any conditions.