Publishing Notifications

After creating a notification, publish it to the relevant users or groups who need to receive the notification.

Publish a Notification

1. Under Menu, click Notifications.
2. Locate the notification you want to publish.
3. Under the Actions column, click the three-dot menu for the relevant notification.
4. Click Publish.
5. The Users page opens.
6. Select the users or entities who should receive the notification.

You can publish a notification using the following options:

• Users – Select one or more users.
• Groups – Select one or more groups.
• Job Levels – Select one or more job levels.
• Job Roles – Select one or more job roles.
• Role – Select one or more roles.

Publish by Excel

Use the By Excel option to select multiple users using an Excel file.

1. Click Download Sample Format.
2. Select the required Excel format:
   • .XLS
   • .XLSM
   • .XLSX
3. The template is downloaded to the Downloads folder on your local system.
4. Open the downloaded Excel file to view the available columns.
5. Enter the required user details and save the file.
6. Click Choose File and select the completed Excel file.
7. Click the relevant button for the bulk action you want to perform.

Note: If the uploaded file contains new rows along with existing values in the Email/Username column, the new rows are uploaded successfully, but existing values may be overridden based on the uploaded data.

If the uploaded file contains new rows and updates to existing user data, both the new rows and the updates to the existing data are uploaded successfully.

Filter Users

Use AND/OR Filters to refine the list of users before publishing the notification.

Filters can be applied to fields such as:

• First Name
• Joined
• Last Login
• Reporting Manager
• DOJ
• Other available fields

AND Filter

The AND filter displays only records that meet all the selected conditions.

Example:

• First Name = John AND Joined = 2023

This displays users named John who joined in 2023.

Another example:

• Last Login = Last 7 days AND Reporting Manager = David Smith

This displays users who logged in within the last 7 days and have David Smith as their reporting manager.

OR Filter

The OR filter displays records that meet at least one of the selected conditions.

Example:

• First Name = John OR First Name = Sarah

This displays users named either John or Sarah.

Another example:

• Joined = 2022 OR Last Login = Last 30 days

This displays users who either joined in 2022 or logged in within the last 30 days.

Combine AND and OR Filters

You can combine AND and OR conditions to refine the search further.

Example:

• (First Name = John AND Joined = 2023) OR (Last Login = Last 7 days AND Reporting Manager = David Smith)

This displays users who either:

• Are named John and joined in 2023, or
• Logged in within the last 7 days and have David Smith as their reporting manager.

4. After setting the required filters, click Apply to view the filtered results.

Publish to All Users

To publish the notification to all users:

1. Enable All Users.
2. Click Publish.

To publish the notification only to users who match the applied filters:

1. Apply the required filters.
2. Click Publish All Filtered Users.
3. Click Publish.

Complete the Publishing Process

1. After selecting the required users or entities, click Publish.
2. A success message appears confirming that the notification has been successfully published.
3. The notification Status changes from Draft to Published.
4. Once the notification is published, the Edit option is no longer available from the Actions menu.

Note: Published notifications cannot be edited.

Related Topics

• Managing Notifications
• Creating Notifications
• Editing Notifications
• Deleting Notifications
• WhatsApp Integration Notification