This section describes the process of creating notifications for in-app alerts and reminders within the application. These notifications are designed to ensure that users stay informed about important tasks and deadlines, thereby improving productivity and task management.

You can create a variety of tasks and assign them to individual users or user groups. The in-app notification feature allows for efficient task delegation and tracking within the system. When a task is assigned, the respective user or group receives an in-app notification. This prompt ensures they are immediately aware of the new assignment and can take the necessary actions promptly.

For example, consider a scenario where you need to complete the approval process for a specific contract. You can create multiple tasks that outline the steps required for the approval. These tasks might include reviewing the contract, making necessary amendments, obtaining signatures, and finalizing the document. You create and assign respective tasks to the relevant users or groups responsible for each step. Each assigned user will receive an in-app notification, prompting them to complete their respective task and move the process forward.

Benefits:

  • Timely Alerts: Users are promptly informed about new tasks and updates.
  • Improved Coordination: Clear assignments and notifications enhance collaboration among team members.
  • Accountability: Users are held accountable for their assigned tasks, as they receive reminders and status updates.
  • Efficiency: Streamlined task management and notifications lead to more efficient completion of tasks.

Prerequisites

  • The in-app notification feature flag is ON. Contact the Product Engineering team to enable the feature flag.

To create an in-app notification

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner and go to Admin Console > Notification Manager. A list of notifications appears.
  3. Click New Notification.

  4. Enter or select values for the following fields:

    FieldDescription
    Basic Information
    Notification NameEnter a name for the notification.
    Status

    Select the status (Active, Inactive, or Draft) of the notification.

    ChannelsSelect the In App channel.
    ObjectSelect the object for which you want to create the notification.
    DescriptionEnter a description for the notification. When looking at a list of notifications, a meaningful description may help you remember their differences.
    Apply for the existing recordsEnable this toggle and add record filter condition criteria to send the notification to existing records.
    Triggers
    Evaluate Criteria On Trigger

    Enable this toggle to check criteria when the notification is triggered. This means the application only considers records that meet the trigger condition at the time the notification is triggered.

    Criteria

    Click the Generate Criteria button to define the criteria and filter expression. 

    On the Criteria popup,

    • Click the Add Criteria option to define the field, operator, and value. Once you have multiple criteria, you can include the logic in the Filter Expression section using the AND and OR operators.
    • Use the Delete icon to remove the individual criteria.
    • Use the Remove All link to remove all criteria.
    Frequency

    Select the frequency (one-time or recurring) from the list.

    • One Time: Select the On Date, Before Date, or After Date timeframe. For the Before and After Date timeframes, you must also set a Number value.
    • Recurring: Select the recurring frequency: Daily, Weekly, Monthly, or Yearly.

    For recurring frequency, you can also see the end date section option to set the end date for the notification.


    Date Selection
    • Select the Select a Field option to set the date based on the field available on the object.
    • Select the Calendar Date option to set the exact date and time.

    For recurring frequency, you must set the Begins and Ends date selection.

    The date format is determined by the user's short date format. If the user level format is not specified, the application uses the organization level short date format.


    Content and Recipients
    FromThis field auto-populates with the logged-in user's email ID.
    Recipient Type

    Select the recipient type as user, user group, and/or field.

    • User: You have the following two options:
      • Search and select the user from the provided options.
      • Enter their email address directly into the "To" field.

      To include users in the Cc and Bcc fields, click on the "Cc" and "Bcc" links respectively.

    • Field: Select the object and corresponding field(s) to get recipient details. Only fields with a lookup relationship to the user, user group, or contact objects are visible in the Fields selection.

      The Owner field appears in the Field dropdown for all custom and out-of-the-box objects.


    Title

    Enter the notification title for the user.

    MessageEnter the notification message for the user.
  5. Click Save.

Once the notification is triggered, users can manage their notifications by using the notification (bell) icon located at the top right of the screen. The Bell icon provides quick access to all notifications and helps users stay on top of important updates and tasks. Unread notifications are highlighted with a white background, making them easily distinguishable from read notifications.

Each notification is linked to the related record or object, providing direct access to the pertinent details. Clicking on a notification redirects the user to the related detail page. This allows users to quickly review the relevant record or object associated with the notification. Users can filter notifications to see only unread, read, or both. Clicking a notification marks it as read, but users can manually change the status of notifications back to unread if further action or review is needed. This helps in keeping track of ongoing tasks or follow-ups.