New Activity Notification For Inventories

Overview

This notification type can be used for sending email alerts whenever a new inventory record has been added.

For example, email alerts can be sent whenever an inventory transfer has been made.

Setting up the notification

To set it up, go to the Manage Inventory table > Options > Notifications.

On the Notifications page, under the Actions menu, choose Email Notifications, then For Inventories.

In the popup modal, choose the New Activity Event option, then click the Continue button.

On the next page, choose which Service you want to receive notifications for.

Under the Send The Email To section, you have the option to choose team members, enter email addresses, or, choose a data capture field that contains an email address.

If the recipients are different for specific inventories, then you need to have their emails recorded on the inventory’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. “Hidden” Answer Type, can only have one email address, whereas “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

If the recipients of the emails are also users of the app, you can have the app create to-do tasks automatically whenever the emails are issued.

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.