Bulletins can include text, pictures, streaming videos, links to create new records and reports.
Note: The Apricot Customer Care team periodically creates "global bulletins" that appear on the landing page for the Administrator tab. These bulletins alert all Apricot Administrators to Apricot news and updates. These will not interfere with bulletins you create for your users.
Creating a New Bulletin
To create a new bulletin, select the Administrator tab at the top of the page.
In the left hand menu, select Bulletins under the Workflow Station category.
On the right hand side, select "Create new Category." Much like reports, bulletins can be organized in categories.
Name your category.
Select "Create."
Select "Create New Bulletin."
Expand the black arrow to select a category.
Name your new bulletin.
Select "Create."
Note: Users must be granted access to the bulletin via their Permission Set.
Creating a Report Bulletin
To create a report bulletin, select "Report." The text box will be replaced with a report drop down menu.
Enter start and end dates.
Select the report you would like to display.
Number of Columns: If your report has more than one section or it contains a graph as well as rows of data, these can appear in one column or in side-by-side columns.
Save bulletin.
Notes- For a Standard User to see a "Report" bulletin they must have access via their Permission Set the following items:
Access to the bulletin
Access to the report
Access to all forms/records within the report
- Reports displayed in the Bulletins won't be able to sort the column's data.
- Report Bulletins are not able to display Filters or Global Values.
What a Report Bulletin Looks Like
