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Notification Icons

You can visually represent the values of certain fields in a record by creating notification icons that correspond to the value(s) in a choice field. Whenever a record contains the specified value in the field, the icon will be displayed in the table view for that record. To set up notification icons, navigate to Views > Edit to open the View wizard, click the Order/Colors tab, and then click Define Notification Icons to open the Define Notification Icons window.

On the Fields tab, select one or more choice fields from the list. Then, on the Icons tab, select the icons to associate with the values in each field you selected and define the alt text. You can associate an icon with one value, several of the values, or all the values. The system comes with many icons to choose from, but you may also upload your own icons.

For example, if you want an icon to appear for all contract records that have a Status of Canceled, you can choose an icon that will show on the table view for each record with that Status.

Note: For the icon to appear, you must select Show Icon Column on the Fields tab of the View wizard.


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