Setting Up Notifications for Events within a Folder

You can add a notification to a folder contextually, assigning the notification type and notification mode directly to a folder. The platform has a wide variety of default notification types, the events that trigger the notification to be sent, such as comment created, group deleted, and page edited. Notification modes include email, SMS, PopUp, and Twitter.

To add a notification to a folder, select the folder, select the Actions menu in the upper right, and select Add > Notification.

Example

This example adds a notification to the Assignment Flow folder. The notification will send an email and a PopUp message to the account

In the Add Notification pop-up, in the Notification Type drop-down list, select the Comment Created option. Each time a comment is created in this folder, the system sends a notification.

In the Select Account pop-up, in the list on the right, select the name of the account to receive the notification.

Click OK to close the Select Account pop-up, then click Save on the Edit Object pop-up.

 

When any user adds a comment to the Assignment Flow folder, the account nancy@mycompany.com will receive an email and popup notification.

Additional Resources

• Setting Up Notifications for Events Anywhere in the Portal
• Creating Custom Modes of Notification with Notification Flows
• Adding an Account to a Group
• Setting Up Carriers for SMS notifications