Searching Notifications

You can search the set of all notifications issued on all the subscribed records in the CRM database.

To search the history of all change notifications, perform the following steps:

1. Select the Collaboration > Watchlist > Change Notifications. Open the record to which you have added the watchlist item.
2. Select Menu > Watchlist > Change Notifications.

   

   The Change Notification page displays.

   

3. To search for specific notifications you can select the filters from the following list:
   • Author—Filter notifications issued to the specified subscriber. Only one person can be selected.
   • Changed Infoarea—Filter notifications issued to all subscribed records of the selected infoarea from the dropdown list.
   • Date of Change from—Select the start date from which you want to view notifications issued.
   • Date of Change to—Select the end date before which you want to view notifications issued.
   • Changed Fields—Filter the notifications issued for changed to specific fields. You can select multiple fields from the listed fields.
     Note: When you select multiple filters, the search would select notifications that satisfy all the selected criteria.
4. Select the notification type and read status filters from the list of items.

   

   Note: If multiple filters are selected, then search would select a notification if it satisfies any one of the criteria.

   These filters can toggle between the following three states, indicated by the changing icon. You can click on a filter to toggle between the states. The states and their effect on the filter is described below:

   • —In this state, the filter is ignored and not included in the search.
   • (Blank checkbox)—In this state, the filter is added as false. This means the notification is selected if the filter item value is false. For example, for the Is Read filter, this would mean that a notification is selected if it is marked as not read.
   • (selected checkbox)—In this state, the filter is added as true. This means the notification is selected if the filter item value is true. For example, for the Is Read filter, this would mean that a notification is selected if it is marked as read.

   To select an item perform the following:

   1. To activate a filter item, click .

      The icon changes to a checkbox().

   2. To set the value of the filter as true, click the checkbox (). Leave the checkbox empty () to set the filter as false. For example, for the Dashboard Notification filter, setting it to true () would mean a notification is included in the search result, if the dashboard notification type was configured in the watchlist item generating the notification.
5. Click Search.

   The search result is displayed.

6. For each item in the search list, you can perform the following tasks:
   1. Marking the notification item as read.

      To mark the item as read:

      • Click the Action context menu, and select Mark as Read.

        

        A check mark appears in the Is Read column for the notification.

        

   2. Viewing the change notification details.

      To view the details of a change notification:

      • Click the Action context menu, and select View Change Notification Details.

        

      • The Change Notifications Details window displays.

        

        Notice that the changed fields are displayed in the window and you can also mark the notification as read from this window too.