Help and records
Use notifications
Understand alerts, messages, and how users know what needs attention.
All users3 min read
Complete this task
- Who can do it
- Any signed-in user who has received a notification.
- Before you start
- A workflow or administrative event must have generated a notification for your account.
- Where to go
- Open Notifications from the workspace header.
- Steps
- 1. Review unread workflow and administrative notices.
- 2. Open the linked record when action is required.
- 3. Return to Notifications and mark the notice read when appropriate.
- Completion
- The notification displays its read state, while the linked record retains its own workflow status.
Where notifications appear
The bell is for recent items. The notification centre is for reviewing a longer list, marking items as read, and opening connected records.
What to do with a notification
Open the connected record if action is needed. Mark informational notices as read after you have seen them.
Keeping the list useful
Unread action items should stay visible until handled. Older read messages should remain available from the notification centre without crowding the main view.
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