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
| Field | Description |
|---|---|
| Title | Required. |
| Description | Optional rich-text body. |
| Date range | Valid from / valid to. Both required, and the end date cannot be earlier than the start date. |
| Priority | Normal, important or urgent. Defaults to normal. |
| Published | A toggle. New announcements default to unpublished (a draft). |
| Image | An 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 disappears when it is not available:
| Without this access… | …this disappears |
|---|---|
| Create | The Create button. |
| Update | The Edit action, and the Published column stops being inline-editable. |
| Delete | The 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.