Set Up a Pigment Automated Notification

  • 22 January 2024
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Pigment Automations use Metrics to set conditions that trigger a notification to defined Members. This article discusses how to set up a notification in Automations.

Before you begin

  • Permissions. You need the Configure Automations Permission to be able to Create/Edit/Delete/Enable/Disable an Automation. This Permission has been granted to all Members having the Configure Blocks Permission. You need the View History Permission to view the execution details of each Automation.
     
  • Notification settings.   ​​​​​​​Each Pigment Member configures how they want to receive their notifications. This can’t be done by other Member as it a personal setting. See Pigment's Notification Center for more information on notifications.  
     
  • Define the required Metric. The first step in creating an automated notification is to define or create the Metric on which the automation is applied. This Metric can be user input driven, such as a request for approval, or formula driven, for example writing a formula that is equal to true. We recommend that you select or create this Metric before you begin creating your new notification.
     

Set Up an Automated Notification
 

Step 1. Create an Automation 

  1. Navigate to the Application Settings
  2. Click Automations from the Application sidebar. 
  3. Click Set up a new Automation.
  4. Enter a Name and Description for the Automation. This information will be for the management of Automations and for others to understand the purpose of this Automation.

You can create an automation directly from any Metric or Table by right-clicking on a Metric name and selecting Set Automation on update.

 

Step 2. Establish a Trigger 

  1. To set up the Trigger for your Automation, select the Metric that will trigger the action when the defined value is met based on the data type and its corresponding trigger operator as shown in the following table:
Data Type Trigger Operators
Number, Integer and Date
  • Equal to  
  • Greater than 
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Not equal to 
  • Is empty
  • Is not empty
Text
  • Equal to
  • Not equal to
  • Contains
  • Does not contain
  • Is empty
  • Is not empty
Dimension
  • Is in
  • Is not in
  • Is empty
  • Is not empty
Boolean Equals True or False

 

  1. Apply Trigger conditions. You can apply multiple conditions by clicking on Add a condition.

    Trigger conditions allow you to choose specific items within the dimensions of your Metric for a more targeted automation. First select the dimension from the Metric that you want to apply the condition to, then select the values from that dimension. For example, if the automation should only be triggered for a specific Country, select the Country dimension and then which country this trigger applied to.  
     
  2. (Optional) If you have Scenarios configured for your Pigment application, select a scenario from the Trigger only on Scenario menu. This specifies in which Scenario your notification is triggered.
     
  3. Click Send Notifications to send a notification to a Pigment Member. 

 

Step 3. Select Recipients

 

When selecting recipients you can choose between the following: 

  • Direct. These receive a notification every time the automation is triggered. 
  • Conditional. These only receive a notification based on the items assigned to them from an associated Metric. For example, if you have a Triggering Metric that applies to all countries, you can set up a Metric for conditional recipients and select which Member receives a notification for each country.

    Depending on your selected Metric, the Conditional recipients configuration appears. You can click Set up Configuration to launch a wizard that will create all the necessary dimensions including the User list for your Conditional Recipient Metric. The User list will show all the Members in your application, next to the dimensions from your Triggering Metric. For each Member you want to receive a notification, set the boolean to true for the associated items.

    When choosing or creating a Metric, it must contain all or some of the dimensions used in the Triggering Metric, along with the User list. You can learn more about how to set up conditional recipients in Setting up Conditional Recipients and Assignees.     

  • Both. This combines both types of recipients, this means you can associate some Members to certain conditions, and other Members will always receive a direct notification.

Step 4. Create Notification Content

 

Fill out the content that you want Members to receive for their notification. 

        Notification title. The text displayed in bold at the top of your notification. 

        Notification body.  The text displayed below the title within the notification.

If you want, you can use dynamic content when completing the Notification title and Notification body fields. Dynamic content brings in details from the selected Metric’s Dimensions to your triggering event. You can read more about dynamic content below. 

        Redirection (optional) - Select where you want Members to land on when they click on the notification. 

  • A Board: Click Select a Board to select a Board to which Members are redirected. If Page Selectors are available for your selected Board, these are displayed. Some or all these options may be available for your listed Page Selectors: 

    - Same as Board: The user lands on the default Page options for this Board. 
    - Set Page Items: Use this option to assign the specific Page Selectors that you want to display on the user’s landing Board.   
    - Set from Trigger: Use this option to set the Dimension page selector to the item from the Dimension that triggered the Automation. 
    This is available only when the Dimension is also in the Automation's Triggering Metric's Dimensions.
     
  • A specific Pigment link: Enter the link to the Board or widget that you want Members to land on when they click on the notification. External links are not supported. 

URLs from a Board or widgets are page selector specific. This means that when you copy a link, it also copies the current page selections.

Creating Notification Content 

Dynamic content in Notifications

When you fill the Notification title or Notification body fields, you can use dynamic content. This content brings in details from the selected Metric’s Dimensions to your triggering event. For example, the recipient’s name, the date and time, and the item details of the Dimensions used in structure, as well as the value that triggered the notification. These can all be used in the title or content of the notification.

 

Click + Add dynamic content or use the cmd or ctrl + / shortcut to see a list of options that can be used.
Add Dynamic Content to Notification Titles and Descriptions

 

 

Dynamic content Value
Recipient Name Shows the name of each individual who receives the notification. This name is pulled from the Workspace Members page. 
Triggering Value The value that was entered into the cell that triggered the notification. For example, it could be a number, true or false, name of dimension item, or any other formatted entry. 
Date and time Shows the time and Date DAY, DATE, MON YYYY HH:MM:SS GMT
Dimension name

This option will appear as the name of the Dimensions used in the Triggering Metric. The number of dimensions used in the Triggering Metric will determine how many options are present. Selecting one of these will return the item from that dimension that triggered the notification. 

For example, Months would return Mar 24  or the text from whatever property has been set as the Default display name.

 

Step 5. Activate Automation

 

Click Save at the top of the screen to save your new notification.  New Automations are not activated by default. Open the Settings page, and then Automations, use the toggle switch to activate the notification. 

 

Check out the Automations Setup Overview micro-lesson in the Academy!

 

Administer the Application’s Automations 

 

In the Settings page, you can view the Automations available in your application. Here you can sort, filter, and search, as well as perform the following actions on your application’s automations: 

  • View History
  • Edit 
  • Duplicate
  • Change Automation Owner
  • Delete Automation 
Administer Automations in Application Settings 

More information on Automations
​​​​​​​

Automate your Pigment Applications

Set Up a Pigment Automated Task

Troubleshooting Automations

Setting up Conditional Recipients


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