Messages

Messages have different purposes, such as showing a custom message on the login screen, adding a custom button with text to the navigation or showing a text before downloading files.

Working With Messages

Messages are a great way to add individual text to the application. Typical use cases are:

add terms & conditions to the login process
add a help to the header and/or the main navigation
add individual text to the login and/or registration page
show a copyright text when users are downloading files
show a welcome/overview text after login instead of the records

Messages are always assigned to groups which enables you to define different messages for different groups.

Messages

To create a new message, click on the plus button in the lower left and enter the details (see below). By clicking on a message, you can see and edit the details. To remove a message, click on the desired message and on the minus button in the lower left.

All messages are sorted alphabetically and you can use the filter to search for the message title and the message itself.

Settings

General

Mandatory fields are marked with an asterisk "*".

FIELD	DESCRIPTION
Type*	Defines where/how the message is shown. For a description of the available types, please see below.
Active From	Select a date from which the message should be enabled automatically. Before that date, the message is not shown. If no date is set, the message is enabled immediately.
Active Until	Select a date when the message should be disabled automatically. After that date, the message is not shown anymore. If no date is set, the message is enabled indefinitely.
Icon	Optionally add an icon to your message which will be shown either in the header before the title or on the button before the title. Supported icons: FontAwesome.
Title*	Title of the message. Will be shown in the list of messages, the header of the message and on the button.
Message*	Actual message. Supports markdown.
Reference	Reference of the message. Has to be unique.
Pools	Select one or more pools if the message should only be used for specific pools.
Tag Filter	Define a tag filter if the message should only be shown for records with specific tags.
Client ID Filter	Only relevant, when you're working with multiple clients/frontends and want the message only to appear for specific clients/frontends.
Link	Link to the message. Will be shown after saving.
Created	Date and time the message was created.
Last Updated	Date and time of the last update of the message.

FIELD

DESCRIPTION

Type*

Defines where/how the message is shown. For a description of the available types, please see below.

Active From

Select a date from which the message should be enabled automatically. Before that date, the message is not shown. If no date is set, the message is enabled immediately.

Active Until

Select a date when the message should be disabled automatically. After that date, the message is not shown anymore. If no date is set, the message is enabled indefinitely.

Icon

Optionally add an icon to your message which will be shown either in the header before the title or on the button before the title. Supported icons: FontAwesome.

Title*

Title of the message. Will be shown in the list of messages, the header of the message and on the button.

Message*

Actual message. Supports markdown.

Reference

Reference of the message. Has to be unique.

Pools

Select one or more pools if the message should only be used for specific pools.

Tag Filter

Define a tag filter if the message should only be shown for records with specific tags.

Client ID Filter

Only relevant, when you're working with multiple clients/frontends and want the message only to appear for specific clients/frontends.

Link

Link to the message. Will be shown after saving.

Created

Date and time the message was created.

Last Updated

Date and time of the last update of the message.

Confirmation

This tab is only available for type "Message After Logging In" and "Message Before Download".

Confirmation Options

FIELD	DESCRIPTION
Confirm Every New Version	If this option is activated, the user must confirm the message again if the confirmation text/settings has been changed.
Confirmation Text	This text appears with a checkbox the user has to enable in order to proceed.
Hint in Footer	This text is shown in the footer in the popover for type "Message Before Download" as long as the message is not confirmed.

FIELD

DESCRIPTION

Confirm Every New Version

If this option is activated, the user must confirm the message again if the confirmation text/settings has been changed.

Confirmation Text

This text appears with a checkbox the user has to enable in order to proceed.

Hint in Footer

This text is shown in the footer in the popover for type "Message Before Download" as long as the message is not confirmed.

Choices

These choices are only available for the message type "Message Before Download". For example they can be used to force the user to state the intended use of the files before downloading.

FIELD	DESCRIPTION
Choice Group Header	This text is shown before the actual options. It supports Markdown.
Type	Choose between "Checkboxes" (multiple answers allowed) and "Radio Buttons" (only one answer allowed).
Min. Enabled Options	Specify the minimum number of options the user can activate in order to proceed with the download.
Max. Enabled Options	Specify the maximum number of options the user can activate in order to proceed with the download.
Choices	For each option add a choice and enter a text that is shown with the checkbox or radio button. You can give then a reference or disable a choice if it should not be available in this constellation.
Choice Group Footer	This text is shown after the actual options. It supports Markdown.

FIELD

DESCRIPTION

Choice Group Header

This text is shown before the actual options. It supports Markdown.

Type

Choose between "Checkboxes" (multiple answers allowed) and "Radio Buttons" (only one answer allowed).

Min. Enabled Options

Specify the minimum number of options the user can activate in order to proceed with the download.

Max. Enabled Options

Specify the maximum number of options the user can activate in order to proceed with the download.

Choices

For each option add a choice and enter a text that is shown with the checkbox or radio button. You can give then a reference or disable a choice if it should not be available in this constellation.

Choice Group Footer

This text is shown after the actual options. It supports Markdown.

Event

FIELD	DESCRIPTION
Log Event	If enabled, an event of type "Asset download - Message confirmation [ASSET_DOWNLOAD_CONFIRMATION_MESSAGE]" is created for this confirmation. It includes the choice, the reference, the user and the identifier.
Event Identifier	Add an identifier that is stored with the event.

FIELD

DESCRIPTION

Log Event

If enabled, an event of type "Asset download - Message confirmation [ASSET_DOWNLOAD_CONFIRMATION_MESSAGE]" is created for this confirmation. It includes the choice, the reference, the user and the identifier.

Event Identifier

Add an identifier that is stored with the event.

Groups

It's necessary to select at least one group for the messages to work. Multiple groups can be selected. All local groups and system groups are available.

Types

The message types define where/how the messages are shown:

TYPE	DESCRIPTION
Message After Logging In	This message is shown after a user logs in. Also available for anonymous users (message is shown directly when opening the application). Depending on the settings in the "Confirmation" tab, the message can simply be closed or have to be accepted to continue to the search. If not accepted, the user will be directed back to the login page.
Welcome Message in Search	This message will be shown in the search after a user logged in (or an anonymous user opened the application).
Permanent Message in Main Menu	This message creates a link under "Info" in the main menu which opens the message in a popover when clicked.
Permanent Message in Header	This message creates a button in the header (next to the user settings and export manager) which opens the message in a popover when clicked.
Permanent Message on the Login Page	This message creates a link on the login page which opens the message in a popover when clicked.
Permanent Message on Self-Registration Page	This message creates a link on the self-registration page which opens the message in a popover when clicked.
Message Before Download	This message is shown when a user downloads a file. Depending on the settings in the "Confirmation" tab, the message can simply be closed or have to be accepted to continue the download. If not accepted, the file will not be downloaded.
Maintenance Warning	This message is shown after a user logs in and it also appears as a permanent message in the header. It's supposed to inform the user that a maintenance will be happening soon where they are not able to use the application.
Maintenance Message	This message is shown after a user logs in informing them that they're not able to access the system as there is a maintenance currently happening. Only the root user will be able to access the system while this message is active. We recommend to set a date so this message will be activated and deactivated automatically.

TYPE

DESCRIPTION

Message After Logging In

This message is shown after a user logs in. Also available for anonymous users (message is shown directly when opening the application). Depending on the settings in the "Confirmation" tab, the message can simply be closed or have to be accepted to continue to the search. If not accepted, the user will be directed back to the login page.

Welcome Message in Search

This message will be shown in the search after a user logged in (or an anonymous user opened the application).

Permanent Message in Main Menu

This message creates a link under "Info" in the main menu which opens the message in a popover when clicked.

Permanent Message in Header

This message creates a button in the header (next to the user settings and export manager) which opens the message in a popover when clicked.

Permanent Message on the Login Page

This message creates a link on the login page which opens the message in a popover when clicked.

Permanent Message on Self-Registration Page

This message creates a link on the self-registration page which opens the message in a popover when clicked.

Message Before Download

This message is shown when a user downloads a file. Depending on the settings in the "Confirmation" tab, the message can simply be closed or have to be accepted to continue the download. If not accepted, the file will not be downloaded.

Maintenance Warning

This message is shown after a user logs in and it also appears as a permanent message in the header. It's supposed to inform the user that a maintenance will be happening soon where they are not able to use the application.

Maintenance Message

This message is shown after a user logs in informing them that they're not able to access the system as there is a maintenance currently happening. Only the root user will be able to access the system while this message is active. We recommend to set a date so this message will be activated and deactivated automatically.

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Last updated 7 months ago