For the complete documentation index, see llms.txt. This page is also available as Markdown.

Subscriptions

The OneSite User Dashboard Subscriptions system provides the ability to subscribe users and groups to specific user dashboards. A user dashboard subscription policy will E-Mail the data within a user dashboard to the subscribed users and groups according to the desired schedule.

In addition, administrators can assign a conditional dataset to the subscription policy so that the dashboard data will only be sent if the condition is met.

Dashboard subscriptions can only be used with SMTP and cannot be used with twilio@adaptiva.com notifications. For more information on how to set up SMTP, please see SMTP Settings.

User Dashboard Subscriptions are a platform-level component and can therefore be accessed when viewing any Adaptiva product from the left-hand menu Dashboards > Subscriptions.

Subscription settings

Details

Setting
Description

Name

Enter a unique name for your Subscription.

Description

Enter a description that describes your Subscription.

Email Settings

Setting
Description

Email subject line

What will be displayed as your subject line.

Email Body Text

What will the text will be for your email body.

Email Significance

Scale of 1-5 of the email significance flag.

Email only Once a Day

When toggled ON, you will receive a single email per day at the scheduled time. By default this will send an email each time the data provider is updated with new information.

Roles to receieve notifications

Select the Roles you wish to receive the email notifications

Dashboard Settings

Setting
Description

User Dashboard

Click Browse and select the dashboard you would like to subscribe to.

Schedules

Setting
Description

Schedules

Click Browse and select the schedule or create a new schedule for when you would like to receive the email.

If a Condition Data Provider is later added, this schedule will be the schedule on which the data provider and dataset get evaluated to determine whether or not to send the E-Mail. If no data provider and dataset are added, then the E-Mail will be sent according to this schedule.

Data Provider for Condition

Conditions are optional. By adding a condition, the E-Mail will only get sent if the data provider and dataset for the condition return at least 1 row at the time the schedule executes. If the data provider and dataset do not return any rows, the E-Mail will not get sent.

Setting
Description

Data Provider for condition

Click Browse and select desired Data Provider. This will determine the options you can select for the Data Set for condition dropdown

Data Set for condition

Select the data set from the dropdown that you wish to receive notifications about.

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