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Creating a work stack subscription
Creating a work stack subscription

A quick guide on how to set up a subscription to a work stack

Written by Raymond Carrel
Updated over a week ago

Work stack subscriptions are used to allow users to receive subscribed alerts on work stacks within their user account to help monitor work load.

Subscriptions can be created for any work stacks that have been created using a Case, Opportunity, Sales Order or Invoice based work stack template only.

Benefits include improved visibility of:

  • deadlines and targets

  • outstanding invoices

  • daily workload

  • team work load and progress

What is required before setting up a subscription?

Creating a subscription

Once you have created your desired work stack, there are two ways you can subscribe.

Method 1 - from Favourite Stacks

The first way is to go to the top right of the desired stack and click on the menu symbol. Select Subscription Options and Subscribe. You will be asked if you would like to add this subscription to a new group or an existing group.

If you choose to add the subscription to an existing group you will be shown a drop-down menu with all currently existing groups to chose from.

Alternatively, if you choose to create a new subscription group, you will be asked to name the group and choose the delivery schedule.

The simple schedule will allow you to chose how regularly you would like the subscription group to send and then the time or date of that period you would like the subscription to be emailed. An Advanced schedule allows you to enter the schedule by Cron.

Method 2 - from Stack

The second method is to subscribe from the stack view, as shown below, from the Subscription area in the left-side bar.

From this point on, the steps are the same as method 1.

Deleting a subscription group

Administrators can either delete a whole subscription group or individual stacks from a group:


Which frequencies are available?

Subscriptions can be scheduled to run hourly, daily, weekly, monthly and yearly depending on your requirements.

What are subscription groups?

Subscription groups allow you to group work stacks together, this results in one combined email subscription being sent to your email inbox, e.g. you may wish to group all case related work stacks together rather than creating an email per work stack.

The name of the subscription group will be displayed as the subject of the email that is sent to your inbox once a subscription is created.

Can I have multiple subscription groups?

Yes, you can create multiple groups which would result in multiple emails, e.g. as a manager you may wish to create a group for overdue work load and another group for upcoming work load etc.

Can I subscribe a work stack to more than one subscription group?

No, work stacks can only be subscribed to one group at a time.

Can I mix work stack templates within a group?

Yes, you can mix invoice, opportunity, sales order and/or case work stacks to one subscription group.

Can I add a new work stack to an existing subscription group?

Yes, new work stacks can be added to existing subscription groups.

Can I subscribe to other users' work stacks?

No, unless the work stack is available within your user account you will not be able to subscribe to the work stack.

Can I unsubscribe from a work stack?

Yes, to unsubscribe from any subscription:

1. Click on the top right corner of the stack then click Subscription Options.

2. In the pop up click Unsubscribe.

Can I check what another user is subscribed to?

Yes, however only users who have permission to view User Accounts from within the Settings zone will be able to view any subscriptions that users have created. To do this, access the Subscriptions tab from the user record in Settings - Users.

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