Configure Notification Types

The types of notification available in the system are configured in the Channels section of the Admin screen. You can access this by navigating to Launchpad > Admin > Channels > Notification Types. Add new types by clicking the Add button at the top right.

Each Notification Type includes the notification message and settings for a specified event.

Notification Type Details

Click to see Notification Types blade. Click again to close.

Lable Description
System Name
  • Core (out-of-the-box):
    Where a core, pre-existing trigger event exists, the development team has provided the system name, which appears here. The notification type is then automatically linked to the trigger event, and a notification of this type will be generated when the event occurs.
  • Custom:
    If custom notification types are required, a new notification type can be created here and then called from a Visual Workflow. The Visual Workflow can be run from any triggered event.
Name and Description These are internal and viewed by system administrators, not end users.
Default Title and Message

This is what the user sees as the notification message's title and body. Take note of the following two points:
 

  • The text of the title and message can be amended if required and a combination of text and tags can be used.

    Use the icon to access the Context Browser and select the required tags.

    Where tags for the specific work item are required (for example, to present the Title of the parent Matter), use the Work Item type and select the work type required. For example:


    Some core notifications may have pre-existing tags for key data. For example:

    These can be replaced with tags from the context browser if required. For example, in this case, Sharedo_Type_Name can be replaced with the tag notificationType.name
     
  • Some core notifications have the Title and Message set automatically. 
    For example, in the Mentioned in comment notification type the Title is replaced by “<Name of User>  tagged you in a comment on <Title of Work Item>”, and the body is the actual comment that was made. Notification types where these are set automatically look like this:


     
Click to see example notification. Click again to close.


Active Determines whether or not the Notification will be generated.
Notification Category

This list is maintained in an Option Set and is used to dynamically build and group together the notification settings presented to the user. For example, if the category is Documents, then the various settings relating to documents are grouped and shown.

Priority

This determines the priority of the notification and the colour in which it is displayed to the user. For example, a critical priority is shown with a red mark.

The Priority and Notification Category are both displayed in columns on the Notification Types page in Admin. 

Additionally, the items in these two lists (Priority and Notification Category) are maintained in Option Sets and managed using the Option Sets subfeature, located within Modeller > Global features > Notifications.

Available to Personas Only those users with a Persona listed here will receive the Notification.
User Configurable

Determines whether the user can override the delivery method within their notification settings (click on their profile at the top right of the ShareDo screen and select Notification Settings).
For example, a user might prefer not to be notified when a Document Bundle finishes or fails to generate (or may wish to alter the delivery method for this event from App to Email). They can do this through their notification settings.

However, a system administrator can prevent the option from appearing in the user's notification settings by toggling User Configurable to off.

Work Type Specific

Where this is applied, a filter icon appears next to the Notification Type for each user’s Notification Settings.

Clicking on the icon opens a blade that allows the user to filter notifications by a work type path or specific work types. For example: Restrict notifications for the Document Generation Failed type to only the Residential Purchase and Sale work types.

Auto Expiry Days The notification will expire and be removed from the user’s notifications after a specified period of days.
Auto Expire On
  • When the Task is Completed 
    Suppose a notification fires when a task is progressed (for example, from New to In Progress). In that case, the notification will automatically expire if the task is subsequently completed, as it is no longer relevant, even if the Auto Expiry date has not been reached.
  • Assigned to User
    Similarly, if a notification has been sent to the user for a specific task, but then the task is re-assigned to another user, the notification will automatically expire.

Notification Channels

The settings in the Notification Channels section define the delivery methods for each notification type to the end users.

Users can change these in their user profile notification settings unless the User Configurable setting for the Notification Type is toggled to Off (see above). The settings here are reflected in each user’s Notification Settings.

For example, looking at the Approval Approved notification type, on the top row in the image above, the default method of notification is via the (ShareDo) App. Email Now and SMS are enabled, but are set as the default method.

The configuration for this type is:

Note that the Default checkboxes for App and Email (now) act as radio buttons, and only one method can be set as the default.

It is important to note that this does not stop the user from choosing to receive the notification through more than one method in their Notification Settings. For example, for Approval Submitted:

If the Notification Type has channels that are not enabled users cannot select them in their Notification Settings.