Manage Notification Designer

18 Oct 2024
9 Minutes to read

Manage Notification Designer

Updated on 18 Oct 2024
9 Minutes to read

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Notification Designer list page allows you to manage configured Notification Templates efficiently and view quickly at a glance. This page consists of various functionalities that allow you to filter specific records which are displayed according to the content based on its fields.

A List page consists of various user-friendly interaction features within the List as follows:

Let us explore these various functionalities within the List page.

Modify List Fields

The Fields on the List page can be re-ordered and their visibility on the list page can be enabled or disabled according to the requirement.

To modify the list items, perform the following steps:

Navigate to List page.
Clickicon on the List page.
Figure: Notification Designer List

A list of Columns are displayed that gets displayed based on the selection.

Figure: List Columns

The following table provides more information on the column controls.

Column Control	Description
	Search control will allow to search the required Field within Show Columns pop-up. Example: To search all fields that start with Create, enter the same on Search filed.
	Re-order the columns on the List page by moving double vertical ellipsis icon within the Show Columns Pop-up window.
	Select the Column to able its visibility on the List page.
	Click Save for the modified column list to take effect on the List page.
	Click Cancel to remove and exit Show Columns pop-up window.
	Click Clear All to erase the modified arrangement of the List items.

Filter

There are two types Filter option within a List page such as Simple and Advance, based on the requirement on data, either one can be selected to achieve the required Filtered result.

Simple Filter

Every column on the list page has a dedicated Filter option which is beneficial to obtain the required filtered data. This is achieved using Simple Filters, based on the data type of the column the filter options are displayed for every column. Simple Filter is represented using a funnel icon on the List page.

Figure: Simple Filters on List

The following table represents the fields within the Simple Filter.

Filter Condition Fields	Description
Match Conditions	The top field within Simple Filters is about Matching condition. If the Data Type is of String, Numeric, Date Field, or Dropdown then the following options are displayed in the dropdown: Match All: Selecting this will display all the Matched search criteria from the List page. Match Any: Selecting this will display any of the Matched criteria from the List page.
Conditional Operator	The second field will allow the user to build the condition in order to match the Filter criteria. The list depends on the data type of the column field. For more information, refer to Data Types and Operators for Filters.
Text Area	Enter the required data value for which the Filter must imply.
	Click Apply for filter to take effect on the List page.
	Click Clear to erase the Filtered resulted.

Note
The user can apply multiple Simple Filters within a List page until the required filtered result is achieved.
Multi-Simple Filters on a List Page
In the NovaTech organization, within the IT Tenant, Helpdesk team has a requirement to modify a template named Incident Assigned to Analyst
To search faster for the required notification template on the list page, the user will apply Simple Filter on Two columns. One on the Active column to search for only Active templates, and within that filtered search result another Filter is applied on the Name to search for Incident Assigned to Analyst template.
To achieve this, perform the following steps:
Click funnel icon and select Active to filter only active templates on the List page.
Figure: Simple Filter - First Level
Click funnel icon and enter the template name in the text field to list the required notification template.
Figure: Simple Filter - Second Level
Click Apply to view the filtered notification Template.
Figure: Multiple Simple Filters

Advance Filter

Along with the advanced features, the Advance Filters within the List page provides functionality from the Simple Filters as well. To learn more about the usage of Advance Filters on the List, refer to the following:

Simple Filter versus Advance Filter

The following table provides insights into using Advance Filters over a Simple Filter. The additional features that it provides to achieve efficient Filtered result.

Filter Feature	Simple	Advance
Ability to Select field	Yes	Yes
Ability to Select operator based on field	Yes	Yes
Ability to Select value based on field & operator	Yes	Yes
Ability to Add multiple filters	Yes	Yes
Ability to Delete filters	Yes	Yes
Ability to define AND Relationship between filters	No	Yes
Ability to define OR Relationship between filters	No	Yes
Ability to Group filters	No	Yes
Ability to define AND / OR Relationship between groups	No	Yes

Advanced Filter

In the Advance Filter apart from Simple Filter features, there is more flexibility and added efficiency in using Advance Filters. Lets dive into exploring the features of Advance Filter.

Simple Filter as part of Advance Filters

To apply Simple Filter as part of Advance Filter option, perform the following steps:

Select Tenant tab and click filters icon on the List page.
Figure: Notification Designer Filters
Click + Add Filter to add a new Filter.
Figure: Add Filter
Select Field Column from the List page items.
Figure: Filter List

Enter the required value for the selected Field Column.

Figure: Filter Set

The following table describes the Filter fields:

Filter Fields	Description
List Item	This specify the Field column from the List page.
Conditional Operator	Select Operator, based on the data type of the selected Field Column, the conditional operators are displayed. For more information, refer to Data Type and Operators for Filters.
Input Area	Enter value based on the selected List item and Operator.
	Delete the added Simple Filter set using the delete icon.
	Click on + Add Filter on top of Filters, this will allow to create multiple Simple Filters within. Figure: Multiple Simple Filters
	Click Apply to take the effect of Simple Filter. Upon performing this Action, the number of Filter criteria applied is displayed. Figure: Applied Simple Filter
	Click Cancel to exit the Simple Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter. Figure: Cancel Simple Filter Confirmation Message
	Click Clear All to erase the added Filter Set.

Advance Filter

The Advance Filter is available within the Filters, it provides detailed results that uses grouping and logical operators to produce required result.

To apply Advance Filter within Filter, perform the following steps:

Select Tenant tab and click funnel icon on the List page.
Figure: Filter on List
Filter popup is displayed.
Figure: Filter Pop-up
Click Advance Filter (+Filter icon) on the top right within Filter.
Figure: Advance Filter
Click +Add Filter Set to insert a Advance Filter.
Figure: Advance Filter

Enter Field Operator and Value for the added Filter Set.

Figure: Advance Filter Filter Set

The following table provides details about the Filter Set:

Field

Description

Field

Select Field from the dropdown. These are the field items on the List page for which filter is applied.

Figure: Field List on Advance Filter

Operator

Select Operator for Filed value, based on the selected data type the Operators are displayed. For more information, refer to Data Type and Operators for Filters.

Value

Enter value or select value for the Field which fulfills the operator condition.

Click Add icon to insert additional Filter Set. Upon performing this action multiple Filter Sets can be selected and grouped using logical operators.

Figure: Advance Filter

The following table provides functionality of Group, Ungroup and Delete buttons:

Action Buttons	Description
	Click Group to group multiple Filter sets. This functionality supports grouping of nested Filters using operators. Logical operators which is used to Group Filters are AND and OR. They can be changed using the dropdown. Any combination between the filters can be flexibly applied.
	Click Delete to remove the added Filter Set.
	Click Ungroup to remove the operators between Filter Sets.

Click Delete icon to remove the added Filter Set.

Click Apply, to see the Filter effect on the List page.

Click Cancel to exit the Advance Filter. Upon performing this action a confirmation message is displayed to act on the cancellation. Click Yes to exit or No return to the Filter.

Click Clear All Filters to erase the filtered data.

Data Type and Operators for Filters

For both the Simple and Advance Filter the Data Types and Operators apply the same.

Data Type and Operators for Filters

Data Type

Operator

String

If the Column Field is of String Type then the following conditional operators are displayed:

Starts With

Ends With

Contains

Not Contains

Equals

Not Equals

Date Field

If the column on the List page is of type Date Field, then the following operators are displayed:

Date Is

Date Is Not

Date is Before

Date is After

Numeric

When the column on the List page is of type Numeric, then the following operators are displayed:

Equals

Not Equals

Less than

Less than or Equal To

Greater than

Greater than or Equal To

Checkbox

If the column on the List page is of type Checkbox, then the following actions can be performed.

Select

Clear

Views

The View functionality within the List page allows you to save Filters using a View Name. When a filter is created to generate the required filter result the same is saved using a View Name. This adds efficiency while working on Lists, the user can navigate to Views and select the View to re-view the Filter result on the List page.

Add View

To save Filters as View, perform the following steps:

Select View and then select +Add New View.
Figure: View
Filter pop-up window is displayed.
Figure: Filter pop-up window

To Add Filters, refer to Filters.
After adding Filter, click Save as New View.
Figure: New View

Enter View Name.

Figure: Save as New View

The following table provides details about the Save View Fields screen.

Save View Fields	Description
View Name	Enter View Name. Example: If a Filter is applied for Incident assignment, you can name the View as Inc assignment. Else if a filter is Applied for Active Templates, it can be saved as Active View.
Set as Default	Select Set as Default checkbox, to view the saved view on the List page every time.
	Click Save to add the view to the view list. Upon performing this action, New View is applied to the List page and added successfully to the View list.
	Click Cancel to return to List page.

Upon configuring Filter, it is displayed on the View List, the same is edited or deleted from the View.

To Edit or Delete a View, refer to the following:

Edit and Delete View

To edit a view refers to, edit the name given to an added filter. To change or modify the view name, perform the following:

Select View and hover on the view.
A list of Views are displayed.
Figure: View List

The following table provides action icon details.

Action Icon	Description
	Click pencil icon to edit the View Name and Save to update the name on View List or cancel the edit action.
	Click delete icon to remove the view from the View List. Upon performing this action a confirmation message is displayed.

Search

The Search feature allows you to look for configured records. Click search icon on the List page, enter the name of the record you are searching for, and the application will show the results in the dedicated result section for the specified record.

Figure: Search Component on List

Export

The Export button allows you to export the list page data into a downloadable file in the excel file format. It provides you with the flexibility to utilize data beyond the application's immediate interface and enabling various tasks such as backup, analysis, sharing, and compliance.

To export the details, clickthe export icon on the List page and navigate to the following options to download the List data as an Excel file.

Export Current Page : Select Export Current Page to download the on screen displayed List data.
Export All : Select Export All to download the entire List data.

Figure: Export List

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Table of contents

Modify List Fields
Filter
Views
Search
Export