Skip to main content
All CollectionsUsing RattleWorkflows
Creating a Moment-in-time alert with a Board view
Creating a Moment-in-time alert with a Board view

Combine your notifications into a single alert and automatically generate a board view of the relevant records.

Gauransh Vaishnav avatar
Written by Gauransh Vaishnav
Updated over a month ago

The Moment-in-Time (MiT) feature groups similar alerts into one notification, making it easier to manage multiple alerts together.

Instead of sending separate notifications for each individual alert that meets specific criteria, MiT groups them together using a group-by clause, called the stacking field. This means that all similar alerts are bundled into a single notification. For example, if you have multiple alerts related to a particular task or event, they can be combined into one notification, making it easier for the user to navigate between related alerts without opening multiple separate notifications.

MiT streamlines the notification experience, making it more convenient for the user to manage and respond to multiple alerts at once.

Example use-cases

  • Noisy workflows: When the recipient of a rattle notification receives multiple alerts in a day/week.

  • Periodic or set-time required: There is a standard due date for the updates/ actions driven by an alert (ex: End of Day, End of Quarter, etc.).

  • Data hygiene: Notifications that involve recipients making multiple updates of a similar kind.

Setting up your Moment in Time workflow

An MiT works just like any other workflow on Rattle, except for two key differences:

  1. Pick a stacking field:

    The stacking field utilizes the group by clause, which decides how alerts should be grouped together. For example, in most situations, Owner will be the optimal field to select because your MiT notifications will then be sent to all relevant Account owners.

  2. View in Board:

    You can add a button to view your MiT data in a Board. By adding the 'View in Board' button, Rattle will create a Board view of all the records that meet the criteria specified. This button will be displayed along with the Slack notification.

    Users can then perform bulk updates within the Board, which contributes to maintaining data accuracy and cleanliness.
    ​

Let's make a Moment in Time

Situation: We need to set up an MiT to tell us the Closed-won deals for the month. We'll set it up to fire monthly, on the first of every month at 12 pm.

We'll also create a Board view with the columns opportunity, account and owner's name, the stage and amount at which the deal closed, and the date it closed on.

Step 1

  1. Navigate to a workflow by selecting Workflow from the menu on the left > General > Create workflow

  2. Next, give your workflow a fitting name and select the principal object. Under the Type of alert, select Moment in Time.

  3. Set your Salesforce conditions, here we're selecting Opportunities that have reached the Closed won stage.

  4. Now select your stacking field, this field defines how your records will be grouped together.

  5. Type in the Opening text, and select the fields to be displayed within your MiT alert. You have the flexibility to arrange these fields in any order you like.

  6. You can also set a fun message gif to add expression to your alerts.

Step 2

  1. Choose which message buttons to add to your alert. By default, the View in SFDC and Acknowledge buttons are turned on by default.

  2. Here's where you can create a Board view of your MiT workflow. Under button type, select View in Board, and then name the button.

  3. Select the fields you'd like to include in your Board in the next section. You can edit these views within your Board at any time.

  4. Next, select the frequency and timezone for your alerts.

  5. Delivery options:

    1. DM or Channel - Sends an alert to the individuals listed, or a single alert to a Slack channel

    2. Group DM - Creates a group from the selection and sends an alert

    3. Cross object user field - Sends alerts to users relevant to the cross object, as well as the principal object selected earlier

    4. Deal Rooms and Slack channel ID - Sends an alert to the custom object field within Salesforce, containing a specific Slack URL

Additional Information

  • When setting up a moment-in-time alert for the first time, the soonest an alert will trigger is the next day.

  • If you would like to create a condition based off of a date field for the moment in time alert (ex: Close date in the past) use the Last activity condition type to select a date range condition.
    ​

See also:

Create/ Update Alerts

Stuck in Stage Alerts

Time-Based Alerts

Did this answer your question?