Managing notifications

To manage notifications:

  1. From Admin, select Space Management.
  2. Select Notifications.
  3. Resting your cursor over the notification displays additional information for the notification. You can use the Search bar to search for notifications.
  4. To enable the Full Screen Mode layout, select the Full Screen Mode icon.


  5. Click + Create New Notification to create a new notification.
  6. Specify this information for the new notification:
    Notification Name
    This displays as the name in your Notification Center. It is not visible in the sent email.
    To
    Depending on your account settings, you can select an option for Email List and Report Driven or User and Email Recipient.
    Email List or Report Driven
    Email List: Enter the email addresses you would like to send the notification to. When sending this email to multiple addressees, separate emails with a semicolon and no spaces. For example, MyBoss@myCo.com;Me@myCo.com.
    Report Driven: The recipients of a scheduled Designer report can be determined by the result set of a report. Select the Report Driven for the and then select the report containing the recipients. A report for report-driven distribution must contain a table and no chart, where the logical name of the first column in the report is Email and contains the email addresses of the recipients (multiple values need to be separated by a semicolon). The logical name of the column must be "Email". It's not sufficient to rename the column in the report.
    User or Email
    User: Select the Birst user accounts in the space you would like to send the notification to. If Infor Document Management is enabled for your space, the users will receive en email stating a new attachment is available in IDM.
    Email: Enter the email addresses you would like to send the notification to. When sending this email to multiple addressees, separate emails with a semicolon and no spaces. For example, MyBoss@myCo.com;Me@myCo.com.
    Subject
    This is the email subject line.
    Message
    This is the email body. Add variables using the V{variable_name} syntax.
    Repeats
    Select the frequency to send the email. You cam select Daily, Weekly, Monthly.
    At
    Specify the time and time zone for when to send this email.
    Report
    Select the report. You can search for the report you want to attach. You can also click the Folder icon to open the Report Catalog.
    Attachment Format
    Select the format type for the report.
    Attachment Name
    This will be the name of the attached document.
    File Compression
    Select either Zip or Gzip to attach the document as a compressed file.
    Trigger Report
    You can specify a trigger report that controls whether or not the email with the content report is sent to the distribution list. This trigger report must contain a table only and no chart. Email messages with the content report are sent to the recipients only if the trigger report returns a result set. For example, you could set up a trigger report to return results only if a certain measure falls below a threshold value.


  7. Click Save.
  8. To manage existing, use the More Actions menu to Edit, Run Now, or Delete a notification.