How to get notified using Update Notifications in the Work Orders app of Apptivo?

Updated on June 29, 2022 07:11AM by Admin

Work Orders App in Apptivo allows you to send notifications while making any changes to a Work Order. Rather than tracking each work order manually, you can make use of the update notification feature to get real-time information on the changes made. Since Organisations are made of a number of Employees, this feature is a game-changer for tracking.

Steps to configure update notifications:

  • Log in and access the Work Orders App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the app header.
WorkOrders - Settings
  • On the settings page, go to Notification → Update Notifications and click on the Create button.
WO - UN Create
  • On the Create Notification page, enter the following details:
    • Name: Add a name for the notification.
    • Description: Give brief information on the notification.
WO - UN Name
  • From Address: Invoices App offers two types of “From Addresses”.
    • Static: You can enter a default email address here.
    • Dynamic: You can choose the email address from the list of employees or teams.
  • Here, I have chosen a Dynamic email address.
WO - UN From Address

To set up custom notifications, it is mandatory to define three fields:

  • Criteria
  • Message
  • Recipients


  • The criteria field determines the condition when the notification has to be generated.
  • Under the group, you can determine whether the notification is for the “New” or “Old” set of attributes.
  • Now. choose an attribute from the Insert Attribute dropdown. If needed, you can add more than one attribute by selecting Add Condition.
  • Here, the criteria are set to send a notification when a work order's total amount is greater than 1000.
  • Now, the criteria are set.
WO - Criteria


  • You can add a subject and detailed description of the message that is to be conveyed to the recipients In the Message field.
  • You can customize your message using the Widgets and Attributes provided by Apptivo.
WO - Message


  • In the recipients’ field, you can customize the email recipients. There are two types of Recipient Lists.
  • Associated Object: It allows you to choose the recipients from a list of values. You can choose Customer, Contact, Assigned To, Created By, and Modified By as recipient lists and click Create.
  • Static List: It allows you to add your recipients.
  • Here, I’ve selected the Static list and added my employees as the recipient. Click Create to complete the process.
WO - UN Created
  • Now when a workorder is created with a total amount of more than 1000 USD, the notification mail will be sent to the employees Rose Jensen and Larry Warran as shown below.
WO - UN Received Mail