Pigment Automations use Metrics to set conditions that trigger a notification for specific Members. This article discusses how to set up a notification in Automations.

Before you begin

• Permissions. You need the Configure Automations Permission to be able to Create/Edit/Delete/Enable/Disable an Automation. This Permission has been granted to all Members having the Configure Blocks Permission. You need the View History Permission to view the execution details of each Automation.
   
• Allow lists. To ensure that you receive notifications, add the following domains to your allow list:
  -  pigment.app
  - mail.pigment.app 
  If you've updated your allow list with this Pigment domain but you’re still not receiving notifications, your organization's spam filter might be very strict. In this case, consult with your IT team to ensure notifications are delivered properly.
   
• Notification settings.   Each Pigment Member configures how they want to receive their notifications. This can’t be done by other Member as it a personal setting. See Pigment's Notification Center for more information on notifications.  
   
• Define the required Metric. The first step in creating an automated notification is to define or create the Metric on which the automation is applied. This Metric can be user input driven, such as a request for approval, or formula driven, for example writing a formula that is equal to true. We recommend that you select or create this Metric before you begin creating your new notification.
   

Set up an automated notification
 

Step 1. Create an Automation 

1. Go to the Application Settings. 
2. Select Automations from the Application sidebar. 
3. Select Set up a new Automation.
4. Enter a Name and Description for the Automation. This information will be for the management of Automations and for others to understand the purpose of this Automation.

Step 2. Establish a trigger 

1. To set up the Trigger for your Automation, select the Metric that will trigger the action when the defined value is met based on the data type and its corresponding trigger operator as shown in the following table:

3. Apply Trigger conditions. You can apply multiple conditions by selecting Add a condition.
   
   Trigger conditions allow you to choose specific Items within the Dimensions of your Metric for a more targeted automation. First select the Dimension from the Metric that you want to apply the condition to, then select the values from that Dimension. For example, if the automation should only be triggered for a specific Country, select the Country Dimension and then which country this trigger applied to. 
4. (Optional) If you have Scenarios configured for your Application, select a Scenario from the Trigger only on Scenario menu. This specifies in which Scenario your notification is triggered.
5. Select Send Notifications to send a notification to a Member. 

Step 3. Select recipients

When selecting recipients you can choose between the following: 

• Direct. These receive a notification every time the automation is triggered. 
• Conditional. These only receive a notification based on the Items assigned to them from an associated Metric. For example, if you have a Triggering Metric that applies to all countries, you can set up a Metric for conditional recipients and select which Member receives a notification for each country.

  Note

  Depending on your selected Metric, the Conditional recipients configuration appears. You can select Set up Configuration to launch a wizard that will create all the necessary Dimensions including the User List for your Conditional Recipient Metric. The User List will show all the Members in your Application, next to the Dimensions from your Triggering Metric. For each Member you want to receive a notification, set the boolean to true for the associated Items.
  
  When choosing or creating a Metric, it must contain all or some of the Dimensions used in the Triggering Metric, along with the User List. You can learn more about how to set up conditional recipients in Setting up Conditional Recipients and Assignees.

• Both. This combines both types of recipients, this means you can associate some Members to certain conditions, and other Members will always receive a direct notification.

Step 4. Create notification content

Fill out the content that you want Members to receive for their notification. 

• Notification title. The text displayed in bold at the top of your notification. 
• Notification body. The text displayed below the title within the notification.

Redirection (optional)

Specify where you want Members to land when they select a notification. The tables below outline the available options for each redirection type.

• Board. Use this option to redirect Members to a specific Board. Choose Select Board, then specify the target Board from the dropdown menu. Any Page Selectors available for your selected Board are displayed. Some or all these options may be available for your listed Page Selectors. 

• Sequence. Use this option to redirect Members to a specific Sequence. Select Sequence then specify the target Sequence from the dropdown menu. Any Page Selectors available for your selected Sequence are displayed. Use the following options to define where the Member lands in the Sequence and customize prefilled Page Selector values for the Sequence.

• Pigment Link. Use this option to redirect Members to a specific Board or Widget.

Dynamic content in notifications

When you fill the Notification title or Notification body fields, you can use dynamic content. This content brings in details from the selected Metric’s Dimensions to your triggering event. For example, the recipient’s name, the date and time, and the Item details of the Dimensions used in structure, as well as the value that triggered the notification. These can all be used in the title or content of the notification.

Select + Add dynamic content or use the cmd or ctrl + / shortcut to see a list of options that can be used.

Step 5. Activate Automation

When you’ve customized your notification content, you can select + Add an action to add an additional action that will be performed when the notification is successfully sent or select Save at the top of the screen to save your new notification. 

New Automations are not activated by default. To save a new notification, open the Settings page, then Automations, and use the toggle switch to activate the notification. 

Administer Automations in an Application

In the Settings page, you can view the Automations available in your application. Here you can sort, filter, and search, as well as perform the following actions on your application’s automations: 

• View History
• Edit 
• Duplicate
• Change Automation Owner
• Delete Automation 

Learn more 

• Automate your Pigment Applications
• Set Up a Pigment Automated Task
• Troubleshooting Automations
• Setting up Conditional Recipients