Notification Log
How to use Notification Log in Tasks & Approvals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review assignments and ToDos, open the referenced record, and complete the activity within your authority. Resolving an assignment is different from approving or submitting the underlying transaction.
This page is a internal/admin record in Home → Tasks & Approvals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Notification Log from Home → Tasks & Approvals, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Typetype | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Notification Type |
Titletitle | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Document Typedocument_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Document Namedocument_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Source Document Typesource_doctype | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Source Document Namesource_name | Dynamic Link Optional · Read-only | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Appapp | Select Optional | App that produced this notification; used to scope app-specific panels. Derived from the reference document when not set explicitly. |
Linklink | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
For Userfor_user | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
From Userfrom_user | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Readread | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Subjectsubject | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Messageemail_content | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Email Headeremail_header | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.