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Announcements

Announcements are dated, prioritised notices a firm posts for its whole team, shown on the Home dashboard, and they can be kept as a draft before anyone sees them.

What an announcement carries

Announcement fields
FieldDescription
TitleRequired.
DescriptionOptional rich-text body.
Date rangeValid from / valid to. Both required, and the end date cannot be earlier than the start date.
PriorityNormal, important or urgent. Defaults to normal.
PublishedA toggle. New announcements default to unpublished — a draft.
ImageAn optional banner. Choosing one previews it, with an option to remove it before saving.

The same form handles creating and editing — in edit mode it opens pre-filled from the selected announcement. Inline validation marks the offending fields, and the form will not submit until they pass. Saving shows a success confirmation, closes the dialog, and refreshes the list.

The announcements list

A table of the firm's announcements: title, priority, published state, valid-from date, valid-to date, description (rendered to plain text) and created date. It sorts by title, priority, published state, either date or created date, and is text-searchable by title or description. Two filters narrow it further — Published (published versus draft) and Priority (normal / important / urgent) — and the list loads more rows on scroll rather than paginating. An empty-state message shows when the firm has no announcements yet.

Publishing, editing and deleting

  • The Published column is inline-editable — toggling it applies immediately, with no separate confirmation.
  • A per-row action menu offers Edit, and Delete, which asks for confirmation before removing the announcement.
  • Bulk selection adds a Delete action across the selected rows, also confirmed first — the confirmation names either the single announcement or the count selected.

Viewing the banner image

A row's View image action — shown only when that announcement actually has a banner — opens a full-size lightbox with the image and the announcement's title.

Who can do what

Reaching the page at all requires access to announcements; without it, a plain "no access" message replaces the table rather than an error. Beyond that, each action is gated independently and simply disappears when it is not available:

Action visibility
Without this access……this disappears
CreateThe Create button.
UpdateThe Edit action, and the Published column stops being inline-editable.
DeleteThe per-row Delete action and the bulk Delete action.

Where to go next

Announcements is one of the twelve tabs inside Settings and Customizations, and what a firm posts here is what its team sees on the Dashboard when they open eFirm.

Related topics

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