Push Notifications

Table of Contents

Overview

Push Notification is the transmission of information from a software application to electronic gadgets such as mobile phones, iPads etc without any specific request from the end user. In Zoho Creator, push Notifications can be configured by selecting when to send the push notification (on adding, updating, adding and updating records), setting a criteria (needs to be met for notifications to be sent) and selecting users (to whom notifications will be sent). The user can receive Push Notifications even if the app is not being actively used, or the device is locked and irrespective of the app running in the background or not.

Configure Push Notifications from GUI

To configure Push Notifications from the GUI, refer to the following steps:

  1. Access Form Settings and click on Notifications -> Mobile Push. Then click on + Create Push Notification.
  2. Basic Details: Use this panel to create a rule contain information about the Push Notification. Assign a name and description to the rule.
    • Enter the name of the rule. Maximum character limit is 255. Example: Send confirmation email.
    • Enter a description for this rule. The description should include the purpose of the rule. Maximum character limit is 255.
                                                                    Screen shot of the Basic Details panel
  3. Execute on:​ The Execute on panel defines the specific event which will trigger the  push notification. Notifications are triggered when a new record is added or when an existing record is updated or both.
    • Add - Select this option to send notifications when a new record is added.
    • Update - Select this option to send notifications when an existing record is updated. 
    • Add and Update - Select this option to send notifications when a new record is added or an existing record is updated.
                                                                Screen shot of the Execute On panel 
      Rule Execute Details
  4. Criteria : The Criteria panel can be used to define the criteria based on which the push notifications will be trigerred. All Records denotes no criteria. Selected Records allows you to define a criteria. A criteria comprises of a Criteria field(Form field), an operator to check the condition and a value field to check the value against the Form field. At the end of each condition or criteria you will find the + button that allows you to add multiple criteria for each rule with AND/OR operator. When you click on the + button to the right of the first condition, this will display a logical operator dropdown to state whether the rule requires all of the conditions to be true (AND) or at least one of the conditions to be true (OR), before the notifications will be trigerred.
                                                                   Screen shot of the Criteria panel
    Rule Basic Details
  5. Associate Tasks : The Associate Tasks panel is used to specify the following details:
    • Select Users based on - Here you can specify the users to whom you want to deliver push notifications. Select "Users List" to choose shared users or select "Input Fields" to choose from Form fields containing user information.
    • To - Based on your previous selection, this field allows you to select shared users or Form fields containing user information to whom push notifications will be delivered.
    • Title - Specify a Title for your push notification which will appear as a header for your message.
    • Message - Specify the content to be displayed in your notification.
    • View- Select the Form view/report for which the push notifications can be sent. In the above section, "Execute On" and "Criteria" are applied to the report selected here.
                                                Screen shot of the Associate Tasks panel
      associate tasks

Receiving the Push Notifications

  • The end user can choose the Reports for which Push Notifications can be received. To select the Report, navigate to the Forms and Reports listing of your app in your mobile, and click on . Select the Reports for which you want to receive Push Notifications.
  • The user can receive Push Notifications even if the app is not being actively used, or the device is locked and irrespective of the app running in the background or not. To stop receiving Push Notifications, please contact the Application owner.

Note:

  • Notifications can also be configured from Automation section. Please note that rules containing multiple tasks will not be listed under Notifications section. It will be present under "Automation" section. For example, if a single rule contains both Push Notification and SMS Notification, it will be listed under Automation and not under Notifications.