In-app Notifications

In-app notifications in Zoho Procurement system-generated notifications that appear within the app to inform users about important activities. They ensure that the right stakeholders are informed at the right time.

Create In-app Notifications

To associate in-app notifications with workflow rules, you must first create them. Here’s how you can create in-app notifications:

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click In-app Notifications in the Workflow Actions pane.
Click + New In-App Notification in the top right corner.
Enter a Name for the notification.
Select the required Module.
Select the Recipients. You can select users, roles, and associated entities.
Enter the Message.
Customize the message by adding placeholders if required. Click Insert Placeholders, select the required placeholders, and click Add.
Click Save.

Associate In-app Notifications With Workflow Rules

The in-app notifications you create should be associated with workflow rules so that they can triggered automatically when the required conditions are met.

To associate in-app notifications with workflow rules:

Go to Settings in the top right corner of the page.
Click Workflow Rules under Automation.
Click + New Workflow Rule in the top right corner.
Enter the necessary details.
Under Actions, choose In-App Notifications as the Type and select the alert you want to associate with the workflow rule.
Click Save. Now, whenever the criteria is met, the workflow rule will be triggered, which in turn will trigger the in-app notification.

Edit In-app Notifications

If you want to update the details of in-app notifications, you can edit them. Here’s how:

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click In-app Notifications in 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.

Filter In-app Notifications

You can find in-app notifications easily by filtering them by the module for which they were created. To filter in-app notifications:

Go to Settings in the top right corner of the page.
Click Workflow Actions under Automation.
Click In-app Notifications in the Workflow Actions pane.
Click the filter next to Module and select the required option. The in-app notifications created for the selected module will be displayed.

Delete In-app Notifications

Warning: Deleting an in-app notification is permanent and cannot be undone. If the in-app notification you’re deleting is associated with a workflow rule, the workflow rule will not be executed.

If you no longer require certain in-app notifications, you can delete them. Here’s how: