Notifications from automation
Część powiadomień w systemie wysyłają automaty: przypisanie zadania, faktura po terminie, wzmianka w komentarzu. Jak je czytać i skąd wiadomo, że są prawdziwe.
Where notifications come from
A notification in the system is a short signal that an event concerns the user: a task was assigned, a matter got blocked, a mention in a comment, an invoice passed its deadline. Some of them are sent by a person, some by an automation, when a set event occurs.
The difference is small: a notification leads to the place it concerns, and there you do what is needed.
The kinds of notifications you will see
| Notification | What it means |
|---|---|
| Task assignment | a matter awaits a decision in a process |
| Transition blocked | a move in a matter could not perform, with the reason given |
| Overdue invoice | a document passed its payment deadline |
| A mention of the user | tagging in a comment or in a field |
| Announcement | a message to everyone, important and visible |
| Automation notification | a signal from a rule built for the company |
The weight of a notification
Notifications differ in importance. Ordinary ones inform, warning ones point to something that needs attention, and critical ones to something urgent, for example a connection error with an external system. The weight is visible, so you know at once what can be looked at later and what to deal with now.
Limiting the number of notifications
Some notifications are grouped, so as not to multiply repetitions. A reminder about an overdue invoice comes once a day, not every time the system checks it. This is deliberate: the point is a signal, not repeated messages.
Example. You have five overdue invoices with the same contractor. Instead of five separate notifications during the day, you get one daily reminder. The rest are collapsed, so the notification list stays legible.
E-mail alongside a notification
Some notifications also go to e-mail, if the settings allow it. This means one event can give a signal in the system and a message in the mailbox. If there are too many or too few e-mails, tell the administrator, because this is a matter of settings, not a fault.
Actions performed by rules
Reguła może przeliczyć wartość, wysłać powiadomienie albo e-mail, utworzyć dokument, dopisać rekord i wykonać kilka takich kroków po kolei, zależnie od danych.
Script steps
Część automatyzacji korzysta z krótkiego kawałka kodu napisanego przez administratora. Znajomość kodu nie jest wymagana, ale warto wiedzieć, że istnieje, oraz jakie ma to znaczenie w codziennej pracy.