Notifications

The Notifications functionality enables portal members to have their finger on the pulse of changes on the portal. Portal member can subscribe to changes on specific portal records or even portal entities. Then, when any other portal members make changes in tracked fields on subscribed records, they will be notified about those changes, directly on the portal and/or by email.

Notification subscriptions can be broken down to into two types:

• Direct subscription – The portal member can manually subscribe to changes on a record on a page where the notifications functionality is enabled.
• Advanced subscription – This type of subscription is configured on a subscription setup card, where the portal administrator defines which fields will be tracked for changes, what are the conditions for triggering a notification, what the notification title and body will be, and whether it will be shown only on the portal, sent by email, or both. With the default notification configuration, Advanced subscriptions can only be configured by a member with the Administrator member role from the Manage Notifications window. Group notifications (notifications that are sent to member group(s) rather than individual members) can only be configured by the admin using the Advanced subscription type.

To use notifications, this functionality must be enabled and configured in CMS.

This chapter describes how to use the Notifications functionality:

• Subscribing to changes on a record
• Unsubscribing to changes on a record
• Viewing notifications
• Managing notifications