This topic covers organization-level notifications that are sent to an integration or plug-in. If you are looking for email notifications, see Manage Email Notifications for Workbench.

Expel Workbench uses organization notifications to specify when to send requested data to an integration destination, and what the scope of the data should be. It is important to understand that an integration destination will not receive any data after setup (configured on the Integrations tab) until at least one organization notification is also created for that integration (configured on the Notifications tab).

For more information about notifications and which integrations are available, see About Notifications. For more information about the notifications that are enabled by default, see Default Workbench Notifications.

Prerequisites

  1. You must have organization admin permissions in Workbench to set up notifications.
  2. You must have already set up the integration(s) you want to use, and any separate destinations you wish to have for that integration.

Quick Links

All organization notifications are viewed and edited on the Notifications tab in Organization Settings.

Add an Organization Notification

Remember that you must have already set up the integration(s) you want to use, and any separate destinations you wish to have for that integration, before you can add a notification.

  1. Log in to Workbench.
  2. In the side menu, navigate to Settings > Organization Settings. If you have multiple organizations, you must select the appropriate organization name from the list.
  3. Select the Notifications tab.
  4. Select Add Notification.
  5. Complete the fields as follows:
    • Conditions - select an event, and then select an action; some events may also allow you to add one or more conditions. 
    • Notify via - select the name of the destination for your chosen integration (in this example, the integration is a webhook and the specific destination we created within that integration is called "Example Webhook").
    • Select Save to activate the notification.

      Note
      There is a specific action of `has any state change` only available for ServiceNow integrations. If configured, whenever an Investigation or Incident is updated in Workbench, comments are appended to the associated ServiceNow ticket. The comments include a URL back to the original Investigation or Incident, and details about the update.

  1. Repeat this process for any additional notifications you wish to set up for your integration(s).

Edit an Organization Notification

  1. Log in to Workbench.
  2. In the side menu, navigate to Settings > Organization Settings. If you have multiple organizations, you must select the appropriate organization name from the list.
  3. Select the Notifications tab.
  4. Select the edit icon for the notification you wish to edit.

  1. Make changes to the conditions and destination as needed, then select Save.
  2. Repeat this process for any additional notifications you wish to edit.

Delete an Organization Notification

  1. Log in to Workbench.
  2. In the side menu, navigate to Settings > Organization Settings. If you have multiple organizations, you must select the appropriate organization name from the list.
  3. Select the Notifications tab.
  4. Select the delete icon for the notification you wish to delete.

  1. On the confirmation screen, select Delete.
  2. Repeat this process for any additional notifications you wish to delete.

Disable All Notifications for an Integration

Disabling an integration will also automatically disable all organization notifications for that integration. You might choose to disable at the integration-level if you wish to temporarily turn off all notifications for that integration (and do not want to manually delete those notifications, or disconnect and delete the integration completely).

  1. Log in to Workbench.
  2. In the side menu, navigate to Settings > Organization Settings. If you have multiple organizations, you must select the appropriate organization name from the list.
  3. Select the Integrations tab.
  4. Locate the integration and use the arrow to open the menu, then select Disable.

  1. The integration is now disabled, and so are notifications. You can use the same arrow to re-enable the integration whenever you wish.