TOTVS Fluig English

Árvore de páginas

Index 


Speaking of Subjects...

The use of Subject is a search method, a qualifier. The subject should be associated to the Document Published and to the Users. When a certain document is published, it is associated to the subject that covers it and the user that subscribes this subject receives a notification about the publication/edition of a document with a subject of their preference.

In the subject registration, the records are displayed only for users related to some group of the subject. In case of administrator users, this rule is not applicable and they can view all registered subjects.



Add subject

01. In the main menu, click Control Panel, then check Customization container and click Subjects.

02. Click Add.

03. Enter the description.

04. Check it to notify on update.

When checked, it notifies all users of the group(s) that are associated with the Subject.

05. Check it to notify on deletion.

When checked, it notifies all users of the group(s) that are associated with the Subject

Attention!

In order to be notified about a document post, update or deletion, the user has to click the tab General information in the posted document and select the Notify? field. Both e-mail and platform settings must also be defined on the Configure notifications screen so that users are notified properly. In addition, the subject has to be checked in the user profile as subjects that I follow. For more information, go to Edit profile.

06. In the Groups table, click Add.

07. Select one or more groups.

08. Click Select.

09. Select the Mandatory option.

Thus whenever a document is published and associated to a mandatory subject, emails are sent to all users of the group, informing about this publication. Information registered in the Group tab is optional. 

10. Click Add.



Edit Subject

01. Select the Subject you want to edit.

02. Click Edit.

03. Edit information of the General Information tab.

04. Edit the Groups table.

05. Click Save.



Delete Subject

01. Select the Subject you want to delete.

02. Click Delete.

03. Click OK to confirm the deletion.



Please note!

This documentation is valid from the 1.6.5 update - Liquid. If you use a previous update, it may contain information different from what you see on your platform.