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Notes - Notify

  • 1.  Notes - Notify

    Posted Jun 19, 2019 02:13 PM
    When you make a new note, it gives an option to select a person in your company to send it to, and then a box to click for notify. When you click a person in the company and click notify, ​where does it go to?  How is that person notified?

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    Chris Rey
    Federal Contracts Corp
    Tampa FL
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  • 2.  RE: Notes - Notify

    TOP CONTRIBUTOR
    Posted Jun 19, 2019 08:00 PM

    The notification is sent to the user's "My Notifications" list on the Role Center Home Page.



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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
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    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------



  • 3.  RE: Notes - Notify

    Posted Jun 27, 2019 07:43 AM
    ​Lewis,

    Thanks.  I looked there, but it wasn't there, and then figured out that on most NAV configurations, you can add it to your Role Center page by going to "Customize" - "Customize this Page," and then moving "My Notifications" to the Role Center Layout.  This worked for everyone else in my company.  But "My Notifications" is not an option to add in my NAV, and apparently, the "role" that I have in NAV, which is "business manager," does not have "My Notifications" as an option.  That is very strange.  Does anyone know a work around, or do we need to have the group that we purchased our NAV from correct this?

    Thanks,

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    Chris Rey
    Federal Contracts Corp
    Tampa FL
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  • 4.  RE: Notes - Notify

    TOP CONTRIBUTOR
    Posted Jun 27, 2019 08:40 AM
    Your NAV partner or NAV IT Support can add notifications to the Business Manager Profile by going into the Object Designer and editing Page 9022.  They'll just need to add the System part for MyNotes:



    Role Center

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    ------------------------------------------------------------------------
    BCUG/NAVUG All-Star
    BCUG/NAVUG Board of Advisors, Chairperson
    BCUG/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------

    NAVUG/BCUG Summit (navugsummit.com)
    Orlando, FL - October 15-18, 2019
    ------------------------------



  • 5.  RE: Notes - Notify

    TOP CONTRIBUTOR
    Posted Jun 27, 2019 09:26 AM
    Just to be clear this will work if you are on an on-prem instance, not SaaS. You can still do it if you are on SaaS, but it will need to be done using the new AL programming language to create an extension.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
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