Notification history

SECURITY  Security level with Admin permission to configure Email Notifications & Surveys. Refer to Admin security settings.

SECURITY  Security level with Admin permissions to configure Service Desk (Tickets), Organizations & Contacts, Sales & Opportunities, Contracts & Unposting, Projects & Tasks, or Client Portal & Taskfire, depending on the entity. Refer to Admin security settings.

NAVIGATION   > Admin > Automation > Email Notifications & Surveys > Domain Settings

NAVIGATION   > Admin > Automation > Email Notifications & Surveys > Notification History

The Notification History provides a read-only view of all notification emails sent by Autotask. The data is stored for 30 days. To open the page, use the path(s) in the Security and navigation section above.

NOTE  Taskfire-generated notifications do not appear in the notification history.

Display options

Above the Notification History table, you can select how to display notification information. You can choose whether you want to see one line per notification, or one line per recipient.

  • If you select to show a row for each notification email (fewer rows, will not be able to sort/search on Recipients column), all recipients will be listed, but you won't be able to search on the recipient name.

NOTE  This option is disabled if the table contains more than 50,000 emails.

  • If you select to show a row for each notification recipient (more rows, will be able to sort/search on Recipients column), you will see multiple rows per notification, one for each recipient, and you will be able to search on the recipient name.

To filter the notification history, enter a search string into one or multiple fields in the first row, and/or select an entity.

Columns

The table displays the following columns:

Column Description
Date Date/Time the notification went out, in the user's time format.
Notification Template (hyperlink) The name of the notification template. Opens the Notification Template page of the template that was used for the notification.
Entity Notifications can be associated with the following entities:
• Devices
• Contracts
• CRM Notes
• Inventory
• Opportunities
• Projects
• Quotes
• Service Calls
• Surveys
• Taskfire Tickets
• Tasks
• Tickets
Project/Task/Ticket Number The task, ticket or project number associated with the notification.
Name/Title (hyperlink) The name or title of the associated entity.
Organization The customer organization associated with the entity that generated the notification.
Initiating Resource The user who initiated the notification. If the notification was generated by a workflow rule, the user will appear as Administrator, Autotask.
Recipient(s) The name of the recipient (if the recipient is an Autotask contact), or the email address (if the recipient is not an Autotask contact).

Contained Attachment

A check mark in this column indicates that the notification email contained an attachment.

NOTE  Include Attachments in Email must be selected for attachments to be sent. Refer to Notification for ticket, task, and project notes.