Notifications
Category: Tools
Version: 1.0
Last Updated: July 9, 2026
Author: Any2Info
Description
The Notifications tool allows administrators and users with notification permissions to send notifications to specific users and user groups.
Notifications are always delivered to the recipient's Timeline. If the recipient has push notifications enabled on their mobile device, a push notification is also sent.
Depending on the selected notification type, users can be directed to dashboards, forms, workflow overviews, or simply receive an informational message.
Configuration Options
Title
Yes
The title displayed in the notification.
Description
Yes
The message shown in the notification timeline.
Image
No
Optional image displayed in the notification timeline. Images are not included in push notifications.
Recipients
Yes
One or more users and/or user groups that will receive the notification.
Type
Yes
Defines the action performed when the recipient opens the notification.
Notification Types
Information
None
Displays an informational notification in the user's timeline.
Open dashboard
Dashboard, Restricted
Opens the selected dashboard when the notification is opened.
Open overview
Form, Restricted
Opens the overview (list view) of the selected form.
Create form
Form, Restricted
Opens the selected form in create mode to add a new record.
Open form
Form ID, Restricted
Opens an existing form record using the specified Form ID.
Open workflow overview
None
Opens the Workflow Overview.
Restricted Option
The Restricted option is available for Open dashboard, Open overview, Create form, and Open form notifications.
Enabled: After viewing the content, the user is automatically returned to the Timeline.
Disabled: After closing the content, the user returns to the application's main menu.
Usage
Use the Notifications tool to communicate directly with platform users or groups and guide them to relevant content inside the application.
Typical use cases include:
Informing users about important announcements.
Directing users to a dashboard requiring attention.
Opening a specific form record for review.
Asking users to create a new form entry.
Guiding users to a workflow overview.
Sending targeted notifications to individual users or entire user groups.
Recipient Selection
Notifications can be sent to both individual users and user groups.
Multiple users and groups can be selected in a single notification.
When a user group is selected, the notification is delivered to all members of that group.
Delivery
Notifications are delivered through two channels:
Timeline (always)
Push notification (only when the recipient has enabled push notifications on their device)
If push notifications are disabled, the notification remains available in the user's Timeline.
Timeline
All sent notifications are stored in the user's Timeline, allowing recipients to review previously received notifications.
Images attached to notifications are displayed only in the Timeline and are not included in push notifications.
Tips & Best Practices
Use descriptive titles so recipients immediately understand the purpose of the notification.
Send notifications to user groups when multiple users need the same information.
Use actionable notification types (such as Open dashboard or Open form) to guide users directly to the required location.
Use the Restricted option when users should return to the Timeline after completing the requested action.
Limitations
Notifications cannot be edited after they have been sent.
Each notification is a one-time message.
Push notifications depend on the recipient enabling push notifications on their device.
Changelog
1.0
July 9, 2026
Initial documentation version added.
Last updated
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