Notifications in FieldEx help keep users informed about important updates, activities, and changes in the system. These alerts can be delivered via different methods (such as in-app or email) and are configurable either at the organisation level (for all users) or at the individual user level (overriding organisation settings).
Understanding Notifications
In FieldEx, notifications can be managed in two ways:
Org-Wide Notifications – Settings that apply to all users in the organisation unless individually overridden.
Profile-Based Notifications – Settings applied to specific users, overriding the org-wide configuration for that individual.
Org-Wide Notifications
Path: Setup Configuration > Notification
Admins can control organisation-wide notification preferences from the system’s configuration area. These settings determine whether specific notifications are active or inactive, the delivery method, and whether changes apply to all existing users or only new users.
Steps to Adjust Org-Wide Notifications
Go to Setup Configuration from the main menu.
Select Notification.
Review the list of available notification types.
For each notification type, choose:
Whether it is active or inactive.
Which delivery method(s) to use (e.g., in-app, email).
Decide if changes should apply:
To all existing users, replacing their current preferences.
Only to new users going forward.
Click Save to apply the changes.
Profile-Based Notifications
Path: User Profile > Notification
Admins can also adjust notifications for specific users. These changes override the organisation-wide settings for that user only. This is useful if certain users need fewer or more notifications than the default setup.
Steps to Adjust Profile-Based Notifications
Navigate to the user’s profile in Setup Users.
Select the Notification tab.
Review the current settings for that user.
Enable or disable notifications as needed, and choose the delivery method.
Click Save to apply the changes for that specific user.
Notification Categories & Details
The notifications list in FieldEx shows all available notification types, their descriptions, and the applicable delivery methods. This list helps admins understand which events can trigger notifications and how they can be configured.
Inventory Notifications
Notification | Description | In-App | |
Bin Under Stock Point Reached | Sent to the managing group when one of their bins reaches or exceeds its under stock point | ✔ | ✔ |
Bin Reorder Point Reached | Sent to the managing group when one of their bins reaches or exceeds its reorder point | ✔ | ✔ |
Bin Transfer Request | Sent to the approver when a bin transfer has been requested | ✔ | — |
Job Order Notifications
Notification | Description | In-App | |
Job Order Assignment | Sent when you are assigned as order owner for a Job Order | ✔ | ✔ |
Job Order Completion | Sent to the order owner's manager when a Job Order status changes to 'Completed' | ✔ | ✔ |
Survey Response Received | Sent to the owner when a Job Order receives a survey response from a customer | ✔ | — |
Preventive Maintenance Notifications
Notification | Description | In-App | |
Maintenance Complete | Sent to the asset custodian when maintenance has been completed | ✔ | ✔ |
Task Notifications
Notification | Description | In-App | |
Task Assignment | Sent when you are assigned to a Task | ✔ | — |
Task Location Updated | Sent when the location of a Task you are assigned to is updated | ✔ | — |
User Accepted a Task | Sent when someone accepts a Task you assigned | ✔ | — |
Normal User Rejected a Task | Sent when a normal user assigned to the Task rejects it | ✔ | — |
Task has been Rejected by Owner | Sent when the Task owner rejects it | ✔ | — |
Main Task has been Completed | Sent when a task's overall status is marked as completed | ✔ | — |
Individual Task has been Completed | Sent when an assigned individual marks their Task as complete | ✔ | — |
Assignor has Deleted a Task | Sent when a Task is deleted | ✔ | — |
User has Added a Note to a Task | Sent when a note is added to a Task | ✔ | — |
User Notifications
Notification | Description | In-App | |
User has Changed their Working Hours | Sent to a user's manager when they change their working hours | ✔ | ✔ |
You have been Added to a Team | Sent when you are added to a team | ✔ | — |
User has Applied for Leave | Sent to a user's supervisor when they apply for leave | ✔ | ✔ |
Your Leave has been Accepted | Sent when your leave request is accepted | ✔ | ✔ |
Your Leave has been Rejected | Sent when your leave request is rejected | ✔ | ✔ |