Notifications

Customizable notifications in Vertec

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 13.10.2022
Updated: 20.03.2024 | Added plug-in monthly releases.

With the Notifications feature, Vertec can send notifications. This allows users to be automatically notified of defined tasks and thus support workflows.

In the title line, the bell symbol indicates reminders or tasks that need to be completed (e.g. pending or absences that need to be released).

Clicking on the icon opens the list of notifications:

In the list of notifications, you can navigate directly to the desired entry by double-clicking on an individual notification.

  • Shift+Doppelklick opens it in a new window
  • Use the Trash button to delete a notification directly from the list

Notifications supplied by Vertec

Plug-ins are available that implement the following notifications:

  • Notifications for activities: A notification with the title of the activity is created if certain conditions are met. If the owner of the activity is changed, the new owner will receive a notification and the notification on the old owner will be deleted. For
    more information, see the article Plug-in: Activity Notification .
  • Notifications for out-of-office releases: As entered as an user captures an absence or changes an existing absence, the team leader receives a shown notification and it appears in the absences subfolder for approval
    . Plug-in: Absence approvals .
  • Notifications for monthly releases: If there is no approval, team leaders or HR can send reminders to the appropriate users at the push of a button. For
    more information, see the article Plug-in Monthly releases .

Show notifications when starting Vertec

In the system settings under General can be accessed via the option Benachrichtigungen beim Start anzeigen configured whether the dialog should be shown automatically after login when notifications are present. The default value is False .

If the checkbox is checked, the following dialog will automatically appear after login:

With a double click you can navigate directly to a notification or the dialog with the Schliessen button be closed.

Creating notifications

Notifications are created by scripts. For this purpose, two Python functions are available on the user, with which notifications can be created, modified and deleted. The notifications are created by the triple of user, category and optional link uniquely identified. If write access to one of the members is missing, the functions report an error.

  • setnotification(category, text, link) : adds a notification with specified category, text and optionally linked User Entry. If a notification with the same category and linked object already exists on the user, the text will be updated.
  • deletenotification(category, link) : deletes the notification on the user with specified category and linked object. If no corresponding notification is found, nothing happens. No error message appears.

The notifications are: UserEinträge with the following attributes:

  • category is a string indicating the category (type) of the notification. This is off selectable.
  • text is any text that describes the notification and usually also contains information about the linked object.
  • link (optional): is a Vertec object (User Entry). If specified, the notification is displayed with the corresponding icon and the string representation of the object (Counterlink: linkedNotifications )
  • owner : The user to which the notification belongs (Counterlink: notifications )

Example

By double-clicking on the first slope the activity for the router switch opens. With the following event script it can be configured that when the checkbox is checked Erledigt on the activity the notification automatically disappears from the list:

Script text:

#
responsible = argobject.responsible
if responsible and argobject:
    responsible.deletenotification('pending_activity’, argobject)

if responsible and not argobject:
    responsible.setnotification('pending_activity’, argobject.title, argobject)

Before completion:

After completion:

User rights for notifications

The user rights of the notifications (notification objects) are as follows:

  • Read access: The text of notifications can only be read by the owner of the notification.
  • Write access: No one has write access. Since notifications are always set via Python method, write access is not necessary.
  • The methods setnotification() and deletnotification() for creating and deleting notifications check the read/write access to the bearbeiter.notifications Member.
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