Custom app in Apptivo allows users to create and customize their own application based on your business requirements. It also allows you to create a notification for your custom application when the notes and documents are added to the application. You can configure the notification when the Documents and Notes are added, deleted, and downloaded. With that, you can receive news feed and email notifications about actions performed.
Steps to Configure
- Login and access the custom application from the Apptivo account. Here, the Custom app is named as Service Contacts.
- Click on the More(…) icon and select Notifications.
- On the Notification page, you can view the Documents and the Notes on the left panel.
- Click on the Documents. You can view the Service Contacts Notifications for News Feed and the Email notification.
- You can set the notification for whenever the Document is Added, Deleted, and Downloaded.
- By Default, the News Feed notification will be enabled, and the Email Feed will be disabled.
- Enable the Toggle for Email Feed for Document added and deleted.
- All your changes will be automatically saved.
- Similarly, click on the Notes tab and Enable the Toggle for Email Feed for Notes Added, and Modified.
- All your changes will be automatically saved.
- Now, go to the Service Contacts and add the document. Once the Document is added, you will get the notification in the News Feed as well as the Email Notifications.
- You can view the News Feed under the News Feed tab.
- You will also get the Email Notifications for the document added.
- Similarly, add the notes to any of the records on the list. Once the Note is added, you will get the notification in the News Feed as well as the Email Feed.
- You can view the News Feed under the News Feed tab.
- You will get Email Notifications as well.
