How to Configure Slack Integration in eResource Scheduler

Slack Integration lets you receive real-time notifications from eResource Scheduler (eRS) directly in your Slack workspace. 

There are two ways to set this up depending on your role.

Admins 

Admins can configure workspace-level notification formulas from the Administration panel. These formulas define which entities, events, and filters trigger notifications, and which Slack channel receives them.

Users 

Users can connect Slack from their Profile to receive personal notifications via Direct Message or a selected channel.

Setting Up Slack Integration for eRS Admins 

Before You Start

Make sure you have:

• An active Slack account with access to the workspace you want to connect to
• Admin access in eResource Scheduler

Step 1: Create a New Configuration

1. Navigate to the Slack Integration screen in eResource Scheduler (Administration > Integrations > Slack).
2. Click Create to start a new notification formula.

Step 2: Add a Slack Account

1. A Configuration pop-up will appear.
2. Click Add Account to connect your Slack workspace.

Step 3: Authorize Slack

The Slack authorization window will open in your browser.

1. Select the Slack workspace you want to connect with eResource Scheduler.
2. If you are not already signed in to Slack, log in first and then select your workspace.
3. Review the permissions eResource Scheduler is requesting.
4. Click Allow to authorize the connection.

Once authorized, the configuration wizard moves to the next step automatically.

Step 4: Configure Notification Settings

This is where you define what triggers a notification and where it gets delivered. Provide the following details:

1. Formula Name: Enter a name for the notification formula.
2. eRS Entity: Choose the entity for which notifications should be generated. The available entities are:

• Resource
• Project
• Requirement
• Booking
• Timesheet
• Role Rate

3. eRS Events: Select one or more events that should trigger a notification.
   (Note: Available events vary depending on the selected entity.)
4. Slack Channel: Choose the Slack channel where notifications should be delivered.

Click Next to continue.

Step 5: Configure Filters (Optional)

Filters let you narrow down when notifications are triggered. Instead of getting a notification on every event, you can set conditions so only relevant changes alert your team.

Configure filters based on your notification requirements, and click Next to continue.

Step 6: Write Your Notification Message

This is the final step. You write the message that gets posted to Slack when an event occurs in eResource Scheduler. 

The Message Editor

• The main area is a text editor where you compose the Slack message. 
• If you selected more than one event in Step 4, you will see an event list on the left side. 
• Click each event to write a separate message for it. Use the search box to find a specific event quickly.

A default message is already filled in for each event. You can keep it, edit it, or reset it using the circular arrow button in the toolbar.

Important: If you go back and change the entity (for example, from Resource to Project), your notification messages are cleared and new defaults are loaded.

Using Dynamic Fields

Dynamic fields let you pull real data from eRS into your message. When the notification is sent, eRS replaces the field with the actual value.

How to insert a field:

1. Type { in the editor.
2. A suggestion list will appear. Select an item (for example, resource or project).
3. Type . and pick a specific field (for example, name, title, created_by).
4. The result will look like: {resource.name} or {project.title}.

Keyboard shortcuts while suggestions are open:

Commonly used fields:

The suggestion list only shows fields relevant to the entity and event you are editing. The table below shows which related records are available for each entity.

Formatting Your Message

Bold text: Wrap text with single asterisks. 
Example: *Important update*

Links: Use this pattern so Slack shows a clickable label. 
Example: <https://www.example.com/page|Click here to open>

Default messages often include a link to open the record in eRS. You can copy that style and change the wording.

Toolbar Buttons:

Message Limits

Each message can be up to 3,000 characters. If you exceed this, you will see an error and cannot save until you shorten the message.

Example Messages by Entity

Below are the events available for each entity and sample messages you can use as a starting point. Default messages in the app are similar to these; you may edit them freely.

Resource

Events: Create, Update, Delete, Rate Create, Rate Update, Rate Delete

• When a resource is created:

{resource.created_by} created a resource: *{resource.name}*.

• When a rate is updated on a resource:

{rate.modified_by} updated a rate for resource *{resource.name}*.

Project

Events: Create, Update, Delete, Task Create, Task Update, Task Delete, Rate Create, Rate Update, Rate Delete

• When a project is created:

{project.created_by} created project: *{project.title}*.

• When a task is created:

{task.created_by} created task {task.name} on project {project.title}.

Booking

Events: Create, Update, Delete

• When a booking is created:

{booking.created_by} created a booking for {resource.name} on project {project.title}.

• When a booking is deleted:

{booking.deleted_by} deleted booking #{booking.id} for {resource.name} on {project.title}.

Requirement

Events: Create, Update, Delete, Assign, Unassign

• When a requirement is created:

{requirement.created_by} created a requirement on project {project.title}.

• When a resource is assigned:

{requirement.actioned_by} assigned a resource to requirement (ID:1) on {project.title}.

Timesheet

Events: Submit, Unsubmit, Approve, Reject

• When a timesheet is submitted:

{timesheet.modified_by} submitted a time entry for project {project.title}.

• When a timesheet is approved:

{timesheet.modified_by} approved a time entry for project {project.title}.

Role Rate

Events: Create, Update, Delete (available when your account includes the financial module)

• When a role rate is created:

{rate.created_by} created a rate for role *{role.name}*.

When you are done, click Save Formula.

Save the Configuration

Once the formula is created and saved:

• Notifications are live and will be sent to your selected Slack channel.
• The formula appears in the Slack Integration list, where you can edit, pause, or delete it.
• Each formula runs independently, so you can create multiple formulas for different entities or teams.

Note: If you are editing a paused formula, a reminder will appear at the bottom of the editor. Activate the formula for notifications to start running.

Quick Notes

• One message per event: If you selected five events, write five separate messages and switch between them using the event list.
• Save your work: Switching between events saves the message you were editing. Click Save on the formula to keep all messages.
• Reset: Use the reset button in the toolbar to undo your edits for the current event and bring back the default text. Other events are not changed.
• Preview: Preview is a guide only; the final look in Slack may differ slightly.
• Paused formulas: If you are editing a paused formula, a note at the bottom reminds you to activate the formula for notifications to run.

Setting Up Slack Integration for eRS Users

Users can connect their Slack account from the Profile section to receive eRS notifications personally, either as a Direct Message or to a selected Slack channel.

Before You Start

Make sure you have:

• An active Slack account with access to the workspace you want to connect to
• Access to your eRS Profile

Step 1: Open Profile Notifications

Go to Profile > Notifications after logging in to eResource Scheduler.

Step 2: Connect Slack

Under Notification Methods, locate Slack Notifications and click Connect.

Step 3: Authorize Slack

The Slack authorization window will open in your browser.

1. Select the Slack workspace you want to connect with eResource Scheduler.
2. If you are not already signed in to Slack, log in first and then select your workspace.
3. Review the permissions eResource Scheduler is requesting.
4. Click Allow to complete the authorization.

Once authorized, the Slack Configuration window opens automatically.

Step 4: Configure Slack Notifications

This is where you choose where your notifications are delivered.

1. Workspace: Shows the name of the connected Slack workspace.
2. Send To: Choose where notifications should be sent:

• Personal DM (Me): Notifications are sent directly to your Slack account via Direct Message.
• Channel: Notifications are sent to a Slack channel of your choice. Select the channel from the available list.

Step 5: Remove Connected Workspace (Optional)

To disconnect your Slack workspace, click Remove Account. Slack notifications will stop until a new workspace is connected.

Step 6: Save Configuration

Verify the selected notification destination and click Save to store the configuration.

What Happens After You Save

Once the configuration is saved:

• If you selected Personal DM, notifications will arrive in your Slack Direct Messages.
• If you selected Channel, notifications will be delivered to the chosen Slack channel.
• All future eRS events configured for Slack notifications will automatically go to the selected destination.