Notifications and Alerts

Notifications

One key component of Hubble is the ability to quickly monitor what is happening in your business. Information is pushed to you so you do not have to constantly search for the information you need. Hubble is all about helping users see what they need to see! Users set how frequently they are sent notifications and for which items they are notified.

Notifications are messages about system events or other Hubble information, for example situations like a shared workspace or an approval that is ready for your review.

Notification Preferences

To set your preferences for Notifications and Alerts, go to the Settings icon located on the left panel of the Home or The Legacy Hub page.

The Notifications settings allow you to choose whether you receive email updates for Discussions, Tasks, Alerts, and Workspaces and when those emails are sent.

New Notifications

There are 2 ways to see your see your new (unread) notifications from the Hub:

1. Through the Notifications Badge.
2. Through the Notifications Card.

When you click on a specific Notification, it opens up the Notifications page where you can see all your Hubble Notifications.

Tip: You cannot create subfolders to organize notifications, so refine your search to narrow down the results.

Notification Details

Once you have clicked on a specific notification to expand it, you see all the details including approval participants and the status of each approval level. You can also view the PDF from here and go to the live view.

View PDF

Following the Finance Pack example, when you click View PDF from the notification itself, the PDF downloads and you can open it up to see all details in PDF form, such as in this example.

Live View

When you click on Live View from the notification itself, it opens up the workspace so you can see the data.

Alerts

In Hubble , you can create alerts to get notified automatically when something important happens, like a task status change or a value crossing a set limit. Just apply an alert to a list view, and Hubble will monitor the data for you in the background. This way, you stay updated without having to check manually.

• Exceeding a budget
• Customer 90 days past due
• Out of balance condition
• KPIs that do not reach certain thresholds

Note: The Hubble Accelerator is a prerequisite to using the Alerts feature. This needs to be configured by a System Administrator.

Alerts are tied to a list view regardless of what workspace the view is on. So when someone shares a workspace that has an alert, that alert is shared too. Alerts can be those that you created or those to which you have subscribed.

New Alerts

There are two ways to see your see your new (unread) alerts from the Hub, either through the Alerts Badge or through the Alerts Card.

Alert Details

From either the badge or the card, click on a specific alert to see the data that triggered the alert. This opens the Alerts page.

Live View

When you click on Live View from the alert itself, it opens up the view in a new workspace so you can see the data.

Creating a New Alert

To set up a new alert based on a certain condition, follow the below steps.

1. Highlight the view for which you want to set up an alert.
2. Under Interact on the right side, click Alerts.

   

   Note: If alerts are not configured in a system, then the icon will be grayed out and you are prompted to create a new alert.

3. Enter in the requested information, conditions, and options. (Use the scroll bar to view all options.)

   

   

4. Under Conditions, when you click to choose the data, you are brought to the actual view to choose a cell or column of data. Click Done when finished.
5. You are then brought back to your alert, where you finish entering in the condition. You can add in more conditions, if desired.
6. In the Options section, set up:
   1. Frequency that alerts will be sent at

   Note: As of Release 20.1 the only available frequency when creating or editing an alert is “Daily”. However, alerts set up in earlier releases with other frequencies (i.e. “Often” or “Hourly)” will not be affected and will still be sent at those frequencies.

   2. When to start checking the condition
   3. Whether to automatically pause after the alert is triggered (usually leave unchecked)

Managing Alerts

At any point you can go back to look at your alert after having selected the view for which it is set up. From the same place, you can also share the alert with other Hubble users and delete the alert.

If you edit an alert that is not yours and you save it, it creates a copy for you.

Once an alert is sent, Hubble does not keep sending the alert on the same condition.

If you mark the option to pause the alert after it is triggered, you must toggle it back on in order to re- activate.

Tip: Best Practices:

• While you can create alerts based on a cell or column, we recommend setting them up at the column level.
• Create a separate view within a workspace that is used specifically to set up the alerts, and from there you can link to the primary report.