In part 5 we're going to be covering the following topics:
Notification Settings
The Notification Builder allows an administrator to create system notifications for any of the existing Apps in the Servis.ai account. Not only that, you can fully customize the message displayed to team members and create role-specific notifications.
User Permissions: Only the team's administrator can create new notifications.
Navigate to Notification Settings
Go to Settings > Advanced > Notifications.
Create New Notification
To create a New Notification click the 'Add Notification' button.
In order to create new notifications, you will need to add the following information:
1. App
From the dropdown, select the App for which you are creating the notification.
2. Name
Give your notification a name. This name will appear on the Notifications Settings page, for your team members to see.
3. Description
Add a description that helps your team members identify the purpose of the notification.
4. Message Template
This will be the message displayed in the notification bell, once the event occurs. If you want to add the name, Id or other information about the record, type {{ and select the desired option.
5. Roles
By default, the 'All Users' option is added. However, you can select specific roles that should have access to the notification.
6. Body Template
Here, you can write anything you want the notification to convey. The key difference from Message Template is that the Message acts as the main subject of the notification, while the Body serves as an optional description. The Body field is not mandatory and can be left blank if not needed.
Note: All variables used in the body reflect the current state of the referenced record, while the message retains a historical value.
7. Trigger
There are 3 different triggers available:
After Create - The notification will occur if the conditions are met after a new record on the selected App is created.
After Update - The notification will occur if the conditions are met after a record on the selected App is updated.
On Create or Update - The notification will occur if the conditions are met once a record is created or updated.
8. Conditions
You can specify as many conditions as necessary for your notifications. All of these will need to be met in order for the notification to trigger.
Field - Select the fields that will have an impact on the notification.
This usually includes the field selected under 'On update Fields' when you are expecting a specific value.
Operator - Select from the available options. The operators available will depend on the type of selected field.
Value - Select the value required for the condition to be met.
The options available will vary according to the field type.
Once you have configured your notification, click the 'Save' button.
Do you want to know more about setting up custom Notifications? Check this out!
Related Lists
In Servis.ai, Related Lists are built upon reference fields, enabling you to view and create content linked to specific entities within the system.
Tailor Your Experience:
- Prioritize What Matters: Arrange related list items to display the most relevant information first.
- Declutter Your Workspace: Choose which items to show or hide, ensuring a clean and focused interface.
Simplify Data Relationships:
- Easy Setup: Establishing data relationships in Servis.ai is straightforward.
- Quick Insights: Once set up, Preview Cards in Related Lists offer immediate context about related records, enhancing your workflow efficiency.
This customization ensures that your workspace remains organized, efficient, and tailored to your unique business needs.
User Permissions: Only the Admins can use this feature.
Navigate to Related Lists
Navigate to Settings > Apps. From here select your desired app and click on the 'Related List' tab.
Create Related Lists
Click on the 'Add Related List' button.
With Servis.ai, you now have full control over creating and managing Related Lists to organize your data efficiently.
How It Works
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Adding a Related List
- Open the 'Add Related List' box.
- Enter a name for your new list.
- Choose a Reference and a Reference Field based on your current app.
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Customizing with Filters
- Use the 'Conditions' filter to refine the records displayed in your Related List.
- Set specific criteria to show only the most relevant data.
Example Use Case
Need a To-Do List that only shows incomplete tasks? Simply apply a filter to display only tasks that are still pending, ensuring you stay focused on what matters most.
This feature gives you greater flexibility and organization, making it easier to manage your workflow in Servis.ai.
You can add any number of conditions to achieve your desired List and modify these settings at any time. Once ready, click 'Save' to create your new Related List.
Edit Related Lists
You can edit any related list by hovering your cursor over the '...' next to the name of the list and selecting 'Edit'.
You can customize the name of the Related list by entering a new value in the Name and Singular Name fields. Additionally, you can set up field mapping logic to ensure information is automatically populated when creating a new element.
Reorder Related Lists
Changing the order of your Related lists is quite easy. Just click the 'Reorder' button. If you would like to reorder related lists that have been deactivated, you will need to activate them first. To do this, click the 'show deactivated' checkbox, activate them, and then click the 'Reorder' button. This will bring up a window with all the Active Related List elements. Here you can drag&drop the elements in the desired order. This new order will be available in the Rolodex view as well as the detailed view of your records.
Deactivate/Activate Related Lists
If you've added a Reference field but find the Related list unnecessary, you can deactivate it by following these steps:
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Access Related List Configuration: Navigate to the desired app's settings and select the Related list configuration.
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Select and Deactivate: Choose the specific Related list you wish to deactivate and click the 'Deactivate' button.
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Confirm Deactivation: A confirmation dialog will appear; click 'Deactivate' to finalize the process.
To view deactivated Related lists, check the 'Show Deactivated' box near the top of the screen. This will display all lists that have been deactivated.
You can then reactivate a list by selecting the options menu and clicking on "Activate".
Workspace
Admins can edit the existing layouts for the detail page of each existing App to create a custom Workspace.
A Workspace can include any of the existing Widgets: Form, Activity Timeline, Related Lists, and Charts, among others. Refer to our library to see all the out-of-the-box widgets available to you in FreeAgent. Let's get started!
User Permissions: Only Administrators and App Admins can use this feature.
Open your Menu and go to Settings > Apps and select the app you would like to work in. Then click on the 'Edit Workspace' button in the top right corner of the screen.
Edit a Workspace
Step 1 - Add New Panel
Now you will need to customize your Workspace. You can rearrange the existing panels or start adding new ones by clicking the 'Add New Panel' button in the right-hand corner. Each of these Panels represents the space dedicated on the detail page for the Widget you will select as part of the Next Step.
You can customize your Workspace by rearranging Panels through a simple drag-and-drop action. Choose from three layout options: split-screen, tabs, or a combination of both. Additionally, each Panel can be resized to create a layout that best suits your workflow.
Note: to drag the panels you need to click and hold on the title of the panel you would like to move.
Step 2 - Add a Widget
Once you have added a new panel you will need to select a Widget. The required information will vary according to the Widget type you select.
For the full list of Widgets, you can add to your panels, refer to our: Widget Library
Step 3 - Save
Once you have added all the widgets you need to your Workspace don't forget to save your changes. If you don't want to keep the changes made to the Workspace simply exit the page by navigating to any other FreeAgent page. If you see the 'Unsaved Changes' warning, click on 'Don't Save'.
Once you have clicked 'Save' the changes made to your Workspace will be available to you and your team right away.