Schedule Notifications For Work Invitations

To schedule notifications for work invitations, follow the steps below.

  1. Go to Web App > Navigation Menu > Notifications.
    notifications 1
    Note: If the Notifications module is missing from the navigation menu, it may not be enabled for the web app. Contact your administrator for assistance.
  2. In the Notifications page, click the + Add Notification button located on the top right corner.
    All Scheduled Notifications Page
  3. Change Rule Type to Event.
    Schedule Work Notifications 1
  4. Enter a title for the notification in the Name textbox.
    Schedule Work Notifications 2
  5. Select Notify When as Work Invitation.
    Schdule Notification For Work Invitation 1
  6. Select an event to send notifications from the Is dropdown.
    Schdule Notification For Work Invitation 2
  7. Select the desired process from the For dropdown.
    Schdule Notification For Work Invitation 3
    If you want to schedule notifications for all work processes, you can ignore this step.
  8. In the Delivery Rule section, do the following:
    1. Select the notification delivery options as per your requirement.
      Schdule Notification For Work Invitation 4
      • Email: Allows you to send notification via Email.
      • SMS: Allows you to send notification via SMS.
      • Sync & Web-Notifications: Allows you to send web notifications.
    2. For the To field, select the recipients to whom you want to trigger the notification.
      Schdule Notification For Work Invitation 5
    3. In the External Email Addresses field, enter the email addresses to which you want to trigger email.
      Schdule Notification For Work Invitation 6
    4. In the Subject field, enter the subject line for the notification.
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      Click the pick fields icon pickfieldsicon to add fields such as employee name, employee, and last sync time in the subject line.
    5. In the Message Body field, enter the notification content.
      Schdule Notification For Work Invitation 7
    6. In the Link Expire in field, set the duration for link expire if the message body contains any links.
      Schdule Notification For Work Invitation 9
    7. Enable the Work Progress link and Employee Tracking link checkboxes to send these links in the notifications.
      Schdule Notification For Work Invitation 8
  9. Click Save.