How do I ensure both myself and my clients receive notifications from activity in a SideDrawer:
First ensure the appropriate message is turned on in your Tenant:
Step 1: Navigate to Console -> Settings -> Custom Messages:
Step 2: Turn on unreadNotifications
Who receives notifications when “unreadNotifications” is on:
Users who either Own, Edit or View a SideDrawer (or a Record within a SideDrawer) can receive notifications for changes.
The User must have access to the area of the SideDrawer that was updated
The message they receive is a batch email of all changes by a User every hour
The message contains a log of all changes by a User in which the details are similar to what is found in the Timeline of the SideDrawer (see this article for an explanation of the SideDrawer Timeline)
Users do not get updates on actions they complete themselves
Ex. Different Users have access to the SideDrawer
Details:
The SideDrawer is called Banks, Amanda
The SideDrawer has three Records which include:
o A Record called “Amanda Life Insurance”
o A Record called “Amanda Portfolio Statement”
o A Record called “Amanda Driver’s License”
Collaborator Details:
Amanda is the owner of the SideDrawer
Jim is an editor of the entire SideDrawer
Tim is a viewer of the entire SideDrawer
Tina is an editor of Record “Amanda Life Insurance” and a viewer of Record “Amanda Portfolio Statement”
Gary is a viewer of Record “Amanda Driver’s License”
Larry is an editor of Record “Amanda Portfolio Statement”
Changes within the SideDrawer:
Amanda uploads another file into the “Amanda Life Insurance” Record
Amanda as a note in the Description field in the “Amanda Driver’s License” Record
Jim creates a new record call “Amanda’s Will” and adds a File to it
What does each User see?
Amanda receives an email Regarding Jim’s Updates
Jim created the new record called “Amanda Will”
Jim added a file to the record called “Amanda Will”
Total Emails Received = 1
*Amanda does not receive an email for her own changes
Jim receives an email Regarding Amanda’s Updates
Amanda uploads a file into the “Amanda Life Insurance” Record
Amanda made a change in “Amanda Driver’s License” Record
Total Emails Received = 1
*Jim does not receive an email for his own changes
Tim receives an email Regarding Jim’s Updates
Jim created the new record called “Amanda Will”
Jim added a file to the record called “Amanda Will”
AND
Receives an email Regarding Amanda’s Updates
Amanda uploads a file into the “Amanda Life Insurance” Record
Amanda made a change in “Amanda Driver’s License” Record
Total Emails Received = 2
*Tim receives two emails with both Amanda and Jim’s changes
Tina receives an email Regarding Amanda’s Updates
Amanda uploads a file into the “Amanda Life Insurance” Record
Total Emails Received = 1
*Tina does not receive the updates of a new Record being created by Jim (and being updated) or the Update to Amanda’s Driver’s License Record because she does not have access
Gary Receives an email Regarding Amanda’s Updates
Amanda made a change in “Amanda Driver’s License” Record
Total Emails Received = 1
*Gary does not receive the updates of a new Record being created by Jim (and being updated) or the Update to Amanda’s Life Insurance Record because he does not have access
Larry receives no emails because he does not have access to any of the Records where changes occurred