User Subscriptions
Configure subscriptions to receive event-driven notifications via email or other channels, with optional Report Template output.
After completing the user channel definition, the second step to complete the notification setup is to configure the subscription.
To see all current subscriptions configured for a user, navigate to your user profile page. Expand the Subscriptions panel and click Create.
Fill in the form and click Save.
Fields
Channel *
The channel you are subscribing to. If you are using User Channels, find your username.
Event Type *
Event trigger you want to use. If you only select an event type, you will receive payloads every time that event triggers. Using the other fields allows you to make more specific subscriptions.
Site
A specific site you want.
Parent Asset Class
Filters for all assets whose parent assets have this asset class.
Asset Class
A specific asset class. Filters for all assets under that class.
Parent Asset
Filters for all assets that have this parent asset.
Asset
A specific asset you want.
Report Template
Available for email channel types only. Choose the Report Template that defines the content and layout of the email body and attached PDF.
Shift Template
Only shown when Event Type is Shift Started or Shift Ended. Choose the Shift Template this subscription triggers for.
Get Your Report Sent with the Subscription
When a Report Template is selected on an email subscription, a PDF report is always attached to the notification email. You can also choose to include the rendered HTML content directly in the email body.
This lets you customise your report body in the email and the attached generated PDF using the HTML and existing configurations of the Report Template you choose.
Shift-Triggered Subscriptions
Selecting Shift Started or Shift Ended as the Event Type reveals a Shift Template field. This lets you trigger the subscription only for shift instances of the chosen Shift Template — useful for automated end-of-shift reporting without requiring an active order. Combine this with a SHIFT type Report Template to email a report as soon as the shift ends.
Reporting Period for Board Report Subscriptions
When you attach a BOARD type Report Template to a subscription, a Reporting period field controls how much historical data each generated report covers, independent of how often the subscription fires.
The event's own window
Only available for events that naturally span a period, such as a shift ending or an order lifecycle event (completed, paused, resumed, cancelled, changeover-overrun, changeover-resumed). If you switch the trigger to an event without a natural window (e.g. a shift or order starting), this option disappears and is cleared if it was previously selected.
Day / Week / Month
A rolling window of that length, ending at the moment the event fires.
Custom
Enter a specific number of days for the window. There's no upper limit enforced — preview the report template first with that many days selected, to check it won't hit a row or size limit.
The form shows a summary line stating exactly what window will be used, e.g. "the 7 days ending at the event" or "the shift's own duration":
Fan-out warning: if the trigger event fires per individual asset (e.g. an equipment status change, or an operator check-in/out) but the attached report isn't scoped to one specific asset, every time the event fires for any asset the same broad report gets sent again. Review and acknowledge the warning before saving — it doesn't block saving — or scope the report to a single asset instead.
Legacy Subscriptions
Subscriptions created before this update may have Activities Included and Choose activity criteria fields. These fields are now retired and will appear as read-only with a warning message.
If you select a Report Template on a legacy subscription, an additional warning indicates that the legacy activity settings will be ignored — the Report Template configuration takes priority.
It is recommended to delete legacy subscriptions and create new ones. Legacy subscriptions will continue to work, but the Activities Included and Choose activity criteria fields cannot be edited.
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