Send Notification

Notifications are typically sent automatically using Workflow Automation when a specific event occurs in your application.

For example, you can send a notification when:

• a new record is created
• a record is assigned to a user
• the status of a task changes
• a deadline is approaching
• an approval is required

Notifications help teams stay informed and react quickly to important changes.

How notifications work in Tabidoo

In Tabidoo, notifications are usually triggered by workflows.

A typical process works as follows:

1. A trigger detects an event in the application (for example, a record update).
2. The workflow runs automatically.
3. The Send Notification action sends a notification to selected users.

This allows you to automate communication and ensure users are informed without manual interaction.

Where notifications appear

Notifications are displayed in the Notification Center in Tabidoo.

The Notification Center is represented by a bell icon in the top navigation bar.

When a new notification arrives, a blue badge with the number of unread notifications appears on the bell icon.

Clicking the icon opens a popup window where users can view their notifications.

Each notification typically includes:

• a short message
• a reference to the related record
• a link that opens the record directly

This allows users to quickly navigate to the relevant record and take action if needed.

Notification Center features

Categories

Notifications can be filtered by category:

• All – displays all notifications
• @Mentions – notifications where the user was mentioned in chat

Filters

Notifications can also be filtered by status:

• All – displays all notifications
• Read – notifications that have already been opened
• Unread – notifications that have not yet been viewed

Mark as Read

Users can mark individual notifications as read or mark all notifications as read directly from the notification center.

When users receive notifications

Users may receive notifications in several situations, for example:

• when someone mentions them in chat using @mention
• when someone invites them to join a real-time chat
• when a long-running multi-edit operation finishes
• when a workflow sends a notification
• when the application definition changes and requires a template refresh

How to configure the Send Notification action

To send a notification, add the Send Notification action to a workflow.

Step-by-step

Open your application.

• Go to Automation → Workflows.
• Create a new workflow or edit an existing one.
• Choose a trigger (for example Record Updated or Record Created).
• Add the Send Notification action.
• Configure the notification settings.
• Save and activate the workflow.

Once the workflow runs, the selected users will receive a notification.

Configuration options

To Whom (Recipients)

Specify who should receive the notification.

You can enter recipients manually or select them using the "+" button, which provides several options.

Static Email Address

Manually enter one or more email addresses.

Table Field

Select a field from the table (based on the workflow trigger) that contains recipient email addresses.

Role

Send the notification to all users assigned to a selected application role.

System Values

You can also choose predefined system recipients:

• Created by – the user who created the record
• Author of last change – the user who last modified the record
• Author of previous change – the user who made the previous change
• All users in audit – all users involved in the record’s audit history

Enable Notification for Author of the Change

Enable this option to send a notification to the author of the change, if the user is included in the recipient list.

Subject (Optional)

Enter the subject of the notification.

Template

Choose how the notification message will be generated.

Standard System Template

The notification body is automatically generated using a predefined system template based on the selected trigger.

Custom Message Body

Create a custom notification message using the rich text editor.

Examples

Task assignment notification

Notify a user when a task is assigned.

Trigger: Record Updated
Condition: Assigned User field changed
Action: Send Notification

Example message:

You have been assigned a new task: {Task Name}

Approval request notification

Notify a manager when a record requires approval.

Example message:

Record {Record Name} is waiting for your approval.

Deadline reminder

Send a reminder when a deadline is approaching.

Example message:

Reminder: The deadline for {Task Name} is tomorrow.

Project update alert

Notify team members when an important update occurs in a shared project.

Tips

• Keep notification messages short and clear.
• Use dynamic record values to personalize messages.
• Avoid sending too many notifications for minor updates.
• Only notify users when the information requires their attention.

Well-designed notifications help users stay informed while reducing unnecessary interruptions.