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Notifications

Specs​

LabelValue
Version0.3.0 (updated on 2024-07-29)
DeveloperLabii Inc.
TypeSection
Support ConfigurationNo

Overview​

The Notifications widget provides efficient management and distribution of email-based notifications directly from a record. It serves as an upgraded replacement for the legacy Emails widget, offering a structured inbox and sent history so team members can both send and track communications without leaving the record context. Users can notify leads, customers, or colleagues with record-linked messages, and the two-tab interface keeps incoming and outgoing correspondence clearly separated. This widget is essential for any workflow that requires auditable, record-associated communication.

Use Cases​

  • Customer Outreach: Send scheduled or ad-hoc notifications to customers or leads directly from a CRM or sales record, keeping all correspondence tied to the relevant entry.
  • Team Updates: Notify team members of status changes, task assignments, or decisions made on a project or experiment record.
  • Process Communication: Trigger notifications at specific process steps (e.g., approval requests, handoff alerts) so the right people are informed at the right time.
  • Inbox Monitoring: Use the inbox tab to track incoming replies or acknowledgments linked to the record, providing a complete communication thread in one place.
  • Sent History Audit: Review the sent tab to confirm which notifications were dispatched, by whom, and when — supporting accountability and audit requirements.

Configuration​

The Notifications widget requires no configuration. It is ready to use immediately after being added to a record — no setup or adjustment is needed.

info

Because the widget has no configuration, the same inbox/sent interface is available on every record in the table automatically.

Interface​

Read-only View​

The widget presents two tabs: Inbox and Sent. Each tab displays a list of notifications with the sender or recipient identity, notification name, and date. Clicking a notification name opens its full content.

Read-only view of the Notifications widget showing the Inbox and Sent tabs

The Notifications widget displays incoming and outgoing notifications in separate tabs for organized communication tracking

Additional Functions​

Add Notification​

Click the + Notification button in the widget header.

Fill in the notification fields. By default, the notification is pre-associated with the current record. For a full description of available fields, refer to the Notifications user guide.

Submit the notification. It will appear in the Sent tab and be delivered to the specified recipients.

Inbox​

The Inbox tab lists all notifications received in relation to this record. Each entry displays:

  • Sender — Who sent the notification
  • Name — The notification title (click to view full content)
  • Date — When it was received

Sent​

The Sent tab lists all notifications dispatched from this record. Each entry displays the recipient, notification name, and send date, providing a clear history of outbound communications.

Delete Notification​

Click the Delete icon next to any notification to permanently remove it from the system.

warning

Notification deletion is permanent. Once deleted, the record of that communication is lost — confirm before deleting notifications that may be needed for audit or compliance purposes.

Best Practices​

Communication Organization​

  • Use the Sent tab to confirm delivery before following up with recipients, avoiding duplicate messages.
  • Include a descriptive notification name so recipients and team members can identify the message purpose at a glance from the list view.

Workflow Integration​

  • Add the Notifications widget to process or approval records where stakeholder communication is a required step.
  • Pair with the Comments widget to keep formal notifications separate from informal discussion on the same record.

Audit and Compliance​

  • Review the Sent tab periodically to verify that required communications were sent at the correct workflow stages.
  • Avoid deleting sent notifications when they serve as evidence of communication in regulated or audited workflows.

Common Pitfalls to Avoid​

  • Avoid sending notifications without associating them to the correct record, as this breaks the audit trail linking communication to data.
  • Avoid using this widget as the sole communication log for FDA-regulated submissions — supplement with compliant documentation widgets.