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In-app Notifications

In-app Notifications are a type of workflow action that send an alert directly inside the Zoho Expense organisation to the users you select, whenever a workflow rule is triggered.

For example, when an expense exceeding $1,000 is created, an in-app notification can be sent to the relevant approvers so they can review it without waiting for an email.

Create In-app Notifications

To create an in-app notification:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • Click In-app Notifications from the Workflow Actions pane.
  • Click + New In-app Notification in the top right corner.
  • In the New In-app Notification pop-up, fill in the following fields:
    FieldDescription
    NameEnter a name for the in-app notification.
    ModuleSelect the module for which you want to create the in-app notification.
    RecipientsSelect the users and roles who will receive the notification inside their Zoho Expense organisation.
    MessageEnter the message that will appear in the recipients’ in-app notification panel.
  • Click Save.

Associate In-app Notifications to a Workflow Rule

An in-app notification is sent only when it is associated with a workflow rule and the rule is triggered. To associate an in-app notification to a workflow rule:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select Workflow Rules under Automation.
  • Create a new workflow rule or edit an existing one.
  • Under Add Actions, select In-app Notifications as the Type and choose the in-app notification you want to associate from the Name dropdown.
  • Click Associate, and then click Save on the workflow rule.

Edit In-app Notifications

To make changes to an existing in-app notification:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • Click In-app Notifications from the Workflow Actions pane.
  • Hover over the in-app notification you want to edit, click the Dropdown icon, and select Edit.
  • Make the necessary changes and click Save.

Delete In-app Notifications

To delete an in-app notification permanently:

  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select Workflow Actions under Automation.
  • Click In-app Notifications from the Workflow Actions pane.
  • Hover over the in-app notification you want to delete, click the Dropdown icon, and select Delete.
  • Click Yes in the pop-up to confirm your action.

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