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View Questions Notifications

Once the question is assigned to the assignee and reviewer, the respective user will receive Email and Lightning Notifications based on the notification settings.

  • The notification frequency and time are determined by the scheduled jobs, which can be daily, weekly, or monthly. Contact your Loopio Support Representative to have this configured for you.

  • Notifications are grouped and delivered per project. So, if a user has assigned 10 questions to a project, he or she will receive a single email containing all 10 assigned records.

Email Notification

Once the question(s) are assigned, the respective user will receive a notification via email.

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  • If the Focused View setting is set to true in Custom Settings,

    • The link directs the assigned user to the Assigned to Me tab on the View Questions page when they click it.

    • When the Unassigned user clicks the link, it directs them to the All Questions tab on the View Questions page and display a message as “This question is no longer assigned to you. The view is automatically switched to All Questions.”

  • If the Focused View setting is set to false, the link directs both the assigned and unassigned user to the All Questions tab on the View Questions page.

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Salesforce Lightning Notification

Click the bell icon to see the Salesforce Lightning notification for the project. You can also click on the notification to navigate to the View Questions page.

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For more information on project and custom notifications, see the Setup Project Notifications topic.

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