Notifications and emails

Bernard warns you when something concerns you: a correction on your task, a note, a reply, an object you follow. This page explains what triggers a notification, how you receive it (in Bernard, by email, or both) and how to choose.

The setting itself is described in Interface. This page gives the full behaviour.

What triggers a notification

There are four types of notifications.

You therefore never receive a notification for something you wrote yourself. To copy someone on a note, choose them in the recipients list of the note window: they will receive a notification as soon as the note is published. Notes and corrections are described in Interface.

Choosing how you receive them

What it is for: deciding, for each type, where the notification arrives.

Where to open it: Bernard › Settings › Local Settings › Notification. This setting is personal: everyone chooses for themselves. (The Global Settings › Notification section exists, but it contains no setting in 2.1.48.)

Under the Notifications title, one drop-down list per type, with the four labels from the table above. The choices:

The change is saved immediately and applied immediately by the server; there is no Apply button. As long as you have not changed anything for a type, the default channel from the table applies.

Following objects (Following)

A following rule warns you when an object enters what you follow. Example: "warn me when one of the tasks I am assigned to goes Ready".

Where to open it: Bernard › Settings › Local Settings › Notification › Following.

1. Click Add New Following Rule.
2. In Object Type To Follow, choose the object type: a project, an item, a task, a script task or a validation task.
3. In Properties Value To Follow, click + to add a property, then give the value you want (for example State = Ready, or Assigned Users = you). Only the properties you have permission to read are offered, and only those of type text, number, choice (single or multiple) or state.
4. Click Apply. Bernard confirms: "Following Rules have been saved successfully". Cancel restores the saved rules.

A rule is deleted with the small cross on its line. A rule that is about a list (for example Assigned Users = you) does catch the objects that contain this value.

The matching notification type is Following rule: you choose its channel like the others (default Both). In the bell, it is displayed as "Set Property '…' To '…'", or "Your Following Object Changed" if the property no longer exists.

The bell

Where it is: in the project bar (the one that shows the current project, your recent projects and the logged-in user), right next to your user picture.

• A red counter shows the number of unread notifications ("99+" beyond 99).
• On each new notification, the bell shakes briefly and Bernard's window is brought to the foreground.
• A click on the bell opens the Notification list, with two buttons:
• Mark All As Read: marks everything as read;
• Show Only Not Read: active at the start, it only shows unread notifications; turn it off to see the read ones too.
• The list shows the 20 most recent and loads more as you scroll down.

Each line shows the author's picture and name ("Deleted User" if the person has been deleted), how old it is, the path of the object (project, folder, item, parent) and the text of the note, correction or reply. A read notification is greyed out.

A click on a line marks it as read, closes the list and takes you to the object: for a note, a correction or a reply, Bernard selects the object concerned and highlights the note; for a following rule, it selects the object. If the object has since been deleted, the line shows "Deleted Node".

The system notification area icon

When Bernard is running, its icon is in the system notification area (next to the clock). If you hover over it, it shows the connected studio and working database. A double-click maximises Bernard's window. Closing the window does not close Bernard: it keeps running in this area.

• Bubbles: it shows a 7-second bubble for each new note ("Note"), correction ("Correction") or reply ("Reply"), with the text. There is no bubble for following rules.
• Locked session: when you lock Bernard's session (unlock screen), an "Inactive" bubble warns you: "Bernard is locked – Your active tasks have now been paused".
• Right-click menu: Pause current tasks (greyed out in this version), Maximize, Quit.

Emails

If you chose By e-mail or Both for a type, Bernard writes to the address of your account.

• A single summary email. Your notifications are grouped. The first notification opens a 5-minute window; at the end, one email summarises everything (subject: "Bernard — N new notification(s)"). It contains 50 lines at most ("and N more in Bernard" for the rest). Each line gives the type, the path of the task, the author, the time and the text of the correction.
• No duplicates. A notification that you have already read in Bernard is not sent by email.
• Nothing is lost. If an email cannot be sent (no address on your account, sending error, emails disabled on the server), the notification is delivered in Bernard. The server can also limit the recipient domains.

Bernard's other emails

• the creation of your account ("Creation of your Bernard account"), which contains your temporary password;
• the forgotten password ("Forgot your Bernard password ?");
• bug reports, sent to the Bernard team.

See also User management for account creation.

What can get in the way