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Notifications in Upvise

Notifications in Upvise

Overview

Upvise sends automatic notifications to keep users informed about Tasks, Events, Forms, Jobs, Invoices, Notes and Punch Items. Notifications can be delivered by email, in-app push notification, or both, depending on your company and user settings.

Types of Notifications in Upvise

Upvise can notify users when the following actions occur:

  • Task reminders and task completion

  • Calendar event reminders

  • New Notes created

  • Tasks completed by other users

  • Jobs marked as complete

  • Forms submitted

  • Workflow state changes

  • Punch item assignment and completion

User Notification Settings

Notification settings can be managed on users via the below steps.

Steps:

Screen Guide

Steps:

Screen Guide

 

  1. Log into Upvise Web

  2. Click the ⚙️ Settings icon

  3. Select My Account

  4. Open the Notifications tab

 

Notification settings- Users.gif

 

Push notifications on mobile devices are controlled both by:

  • Upvise user settings, and

  • The phone’s system notification settings

On mobile, users can set notifications as:

  • Sound

  • Silent

  • Off

This controls how Task and Calendar notifications appear in the phone’s notification tray.

 

Form Notifications

The Inbox shows a list of Forms that currently have a pending workflow action assigned to a user.

image-20251209-011327.png
Forms - Inbox

For Forms with workflow enabled:

  • Notifications are sent to:

    • The users assigned in the current workflow state

    • The users listed in Notify Manager Users

Whenever a Form moves from one Workflow State to the next, a notification is sent to:

  • The Form Owner

  • All users listed in the Staff field for that workflow state

Key Definitions:

  • Initiator = The user who originally created the Form in Draft

  • Owner = The user(s) who own the Form at the current workflow state

  • Owners are updated automatically at each workflow step based on the forms workflow configuration

Staff Notified Rules:

  • If Staff field contains users → all listed users are notified

  • If Staff field is left empty → only the Form Owner is notified

For Forms that do not use workflow, you can configure notifications to go to specific managers when the Form is submitted.

Steps:

  1. Go to Forms App

  2. Select Templates (left panel)

  3. Open a Form Template

  4. Click Info

  5. Set users in Notify Manager Users

    image-20251209-005833.png

These users will receive a notification when the Form is submitted.

Administrators can stop a specific user from receiving Form workflow notifications.

Steps:

  1. Go to User Settings

  2. Select a user

  3. Open the Notifications tab

  4. Uncheck Form State Change

    image-20251209-010101.png

By default, when a new Upvise database is created:

  • Notifications are sent by Email AND In-App Push Notification

Important Behaviour:

  • If a user is logged into multiple devices (not recommended) using the same email:

    • Only the last Android device

    • And the last iPhone device

    • will receive the in-app push notification

Administrators can force how notifications are delivered for all users:

Path:
Settings → Company → Edit → Notification Method

Options:

  • Email Only

  • In-App Only

  • Both Email & In-App

    image-20251209-010333.png

There is a server-side enforced limit of 20 recipients per notification.

This applies to:

  • Users in a Workflow Staff field

  • Users in Notify Manager Users

⚠️ If more than 20 users are configured, only the first 20 will receive the notification.

image-20251209-010500.png

If an application is hidden from a user (for example, the Forms App):

  • The notification will still be sent

  • However, clicking on the notification via the email will not open anything, as the app is hidden

You can check applications that are enabloed on a user via the Application Rights tab

image-20251209-010645.png

Upvise also sends notifications for Punch Items:

  • When a Punch is assigned → the assigned user is notified

  • When a Punch is completed → the user who created the Punch is notified

Punch notifications utilise the company notification delivery method setting:

  • Email

  • In-App

  • Or both

Summary

  • Users notification preferences are managed via My Account/ Manage User control

  • Mobile push notifications depend on both Upvise settings and device settings

  • Workflow Forms notify:

    • Staff assigned to the workflow state

    • Form Owners

    • Notify Manager Users

  • Non-workflow Forms notify only Notify Manager Users

  • Company settings allow notifications to be delivered via:

    • Email only

    • In-app only

    • Or both

  • Maximum notification recipients = 20 users

 

FAQ:

Refer to Freshdesk solutions for other FAQ’s