Notification Badges

A Notification Badge guides users to active records requiring attention (e.g., an Incident Report for sign-off). It displays a number and a list of relevant records in the module when hovered. Selecting a list item opens the record.

Create Notification Badges

1. Open Form/Workflow Definition for the module.
2. Select Notification Badge.
3. Select Enable notification badge alerts for this form.
4. Select Add.
5. Choose an option from Display alert to person(s) in this field (e.g., Assigned to).
6. Select an option from when status changes to. (This can be the same step for re-assignment triggers).
7. Repeat for other notification instances.
8. Manage notifications in the displayed table (Edit or Remove). Cloned forms include notification properties.

Defining Badge Message

1. Select Add Variable.
2. Select the Field to display in the list.
3. Repeat for additional fields.
4. Select Save.