Setting up notifications with multiple parameters

Question

What would be the best approach in allowing a user to be able to set up bulk notifications for themselves that can have various parameters.

The problem is that because the person is setting up various notifications in one go. If all the "options" apply to all the people, then everything is fine. But if you changed your mind, went to edit the notification and wanted to be able to link "Cally" to option 1 and 2 but not 4 anymore. How will you separate them, without changing the set up for the rest of the notifications? and without deleting Cally from the list and creating her a separate notification

Please look at the wireframe provided, as this is complicated to try and explain. But if you were creating this bulk notification would end up with the following separate notifications:

1. Notification on ash based on option 1
2. Notification on ash based on option 2

3. Notification on ash based on option 4

4. Notification on cally based on option 1

5. Notification on cally based on option 2

6. Notification on cally based on option 4

7. Notification on Lauren based on option 1

8. Notification on Lauren based on option 2
9. Notification on Lauren based on option 4

Please look at the wireframe as it is complicated to try and explain without using the real parameters that the notification will be based on.

Answer 1

If you use a matrix you can see the relationships of persons to events tracked. You can add or remove persons from the tracking list.

You state in your description:

If all the "options" apply to all the people, then everything is fine. But if you changed your mind, went to edit the notification and wanted to be able to link "Cally" to option 1 and 2 but not 4 anymore.

Right now the issue is that your current solution doesn't tie the person to the options.

1. Separate the adding and removing of persons: Use a simple search and add. Get them into the matrix first.

2. Manage the tracking of persons and options: Once they are added to the table (and have a clear relationship to the options to track), you now can select which options to include in the notification.

Use good defaults

If you find in testing that most managers want to track all events, then adding a person will add to the table with all options selected for tracking. This can save some extra work.

I put in some fake data to help illustrate. My wording on this is just a first pass, but it allows you to separate the selection of who is being tracked vs what to notify the recipient about.

^{download bmml source – Wireframes created with Balsamiq Mockups}