Worklist Alerts (Web)
In the October 2022 release, there are some dramatic changes in the Alert infrastructure.Some key points:
- Alerts are now generated from Worklists.
- Alerts are set up on the Web, but the condition that triggers the alert could occur from filling out a form on the device or the Web.
- CropTrak now supports three methods of Alert Notifications:
- Email
- Sends a plain text email to designated recipient(s).
- Supports the use of CropTrak hyperlinks in the email content that directs the user back to the application
- Push Notification
- Send notification to the application on the device.
- This is usually a visual indictor whose behaviors can be controlled within the device's settings by the use
- Text Messaging
- Send a plain text SMS message to a designated recipient
- Supports the use of CropTrak hyperlinks in the email content that directs the user back to the application
- Email
Contact CropTrak if interested in using the Text messaging/TinyURL functions. These must be configured for use with each client database.
In addition, the Email and Text Messages can be used in conjunction with the CropTrak Direct link feature:
Above is a screenshot of a worklist showing where the Direct Link feature can be accessed.
Steps for Setting Up Worklist Alerts
- From the home page, select the hamburger menu in the upper left corner
- Select the worklist you wish to use to trigger an alert
- Select the COLUMNS tab on the worklist
- Select the item from the worklist's available columns where the alert will be configured
- Tap on the little Bell next to the Worklist Item to bring up the Alert Editor.
- Define the condition that will cause the alert to trigger
- Configure the alert type and any other information in the ACTIONS section(will vary by alert type)
- Save the alert if no more actions are to be configured
- If additional actions are desired, click the ADD ACTION button and repeat the configuration process for the new alert
Screenshot of Setting up Worklist Alerts.
The Alert Panel
Screenshot of the Alert Panel.
- “Condition” defines when the Alert is considered to be “True”
- Normal “Equal To,” “Less Than” capabilities.
- Action Panel:
- “Action” is the communication method – SMS, Email, Push Notification.
- “Source” is if the list of recipients is from a Column in the FIV – or User Table.
- “Recipient” is the Column with the User Table or if “User List” is specified with a list of the Users that can get this alert is displayed.
- “Link Form” activates a TinyURL to attach to the message for the form in this Worklist.
- “Subject” will be the subject of the Email (Note the use of “{Asset}” that allows you to include the Asset Name in the subject).
- “Body” will be the body of the text message/push notification/email.
Example of Text Message with TinyURL included
Example of Push Notification
Caution: Push Notifications will disappear if you don’t tap on them, swipe them away, or if you’re not logged into CropTrak.
Why Are There Three Ways to Send Information?
- Each has specific capabilities and restrictions.
- And it is also dependent on how an end user interacts with CropTrak products.
- Dependable to deliver.
- If caught in Spam Filter, the end user recipient can take action to unblock it.
- Requires no usage of Web, Mobile app, or anything.
- If Users are in the User Table, they can receive the message and the additional TinyURL to fill out a form.
- The downside is that the email message can be easily ignored or forgotten by the recipient.
Push Notifications (make a return to CropTrak)
- These are notifications sent to users of the applications on devices and are exactly like other push notifications used by other apps.
- Push Notifications are never filtered by the OS.
- Note: They can be disabled by a User in the OS setting for the App.
- Push Notifications work on both iOS and Android.
Push Notifications Appear on a Message Center
- Tap on a line to open the Worklist filtered to the applicable Asset in the Worklist.
- Message Center retains a history of all the Push Notifications sent to a user that remain accessible.
- Messages that are no longer needed must be manually deleted.
- Additional Useful Information:
- More intrusive and more likely to gain attention.
- Good back up for a “to do” list.
- They always get delivered – even internationally.
- Users must install and download the functionality.
Example of Message Center
- If you want to use text messaging, contact CropTrak to discuss volume and usage.
- Note that international usage may require additional set up.
- If you want to use CropTrak Direct, please contact CropTrak to discuss your needs.
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