Notifications

9 articles

About Notifications

This feature is used to create an email distribution list to automatically advise appropriate parties when certain events take place. Notifications can be configured for multiple dollar values f…

Updated by Cheryl Wallace

Notifications Event List

Below are the events for each document or piece of data used to create notifications. Document Events

Updated by Cheryl Wallace

About Background Notifications

Background notifications, unlike standard notifications, are triggered by polling the database to fetch information. As a result, background notifications are different from standa…

Updated by Cheryl Wallace

Configuring Background Notification Frequency - On-Premise only

For On-Premise installations only , the frequency of background notifications can be tailored for your organization. These changes apply to all background notifications. Standard notifications will c…

Updated by Cheryl Wallace

Configuring the Background Notification Database List - On-Premise only

For On-Premise installations only where the ToolHound database is on a shared SQL Server, the databases polled for background notifications can be restricted if desired. The normal process for background notifications is to poll each database accessible by the SQL User in the connection string to validate whether it is a ToolHound database. If the user does not have access to other databases, this is not a concern.

Updated by Cheryl Wallace

Adding a Notification

Click Utilities in the left side menu bar and click Notifications. Click to add a new record. Define the type of notification. Select the combination of Document Type and Event tha…

Updated by Cheryl Wallace

Looking Up a Notification

Click Utilities in the left side menu bar and click Notifications. Enter any known information about the transfer as a pre-filter. Click in the edit tool bar. If only one notification matches the pre…

Updated by Cheryl Wallace

Editing a Notification

Edit a notification to add recipients, change the message, or make the notification active or inactive. Look up the notification to edit under Utilities > Notifications. Make the required changes suc…

Updated by Cheryl Wallace

Deleting a Notification

Look up the notification to delete under Utilities > Notifications. Click ​X in the edit tool bar. Click OK to delete. Clicking Cancel will stop the delete operation.

Updated by Cheryl Wallace