Tips: Notification Recipients Selectable from the "Add a field for selection" Drop-down List

Article Number:040560

In the notification setting of an app, you can select a field you want to specify as a notification recipient from the "Add a field for selection" drop-down list.
Fields that can be selected from the "Add a field for selection" drop-down list are described below. The "Add a field for selection" drop-down list on the setting screen

How to Open Notifications Settings Screens

Click the app settings button Settings button at the upper right of the "View" screen and open the App Settings tab. Under Notifications, click an option from the options General Notifications, Per Record Notifications, and Reminder Notifications.
Gear button

Specifying "Created by," "Updated by," or "Assignee" as a Notification Recipient

From the "Add a field for selection" drop-down list, you can select the user who created the record, the user who updated the record, or the assignee of the record as a notification recipient.

"Created by,""Updated by," and "Assignee" refer to the following users:

  • Created by: The user who created the record.
  • Updated by: The user who last updated the record.
  • Assignee: The user who is assigned in the current status in an app where process management is enabled.

Example: Set the assignee as the recipient of reminder notifications.
Select "Assignee" from the "Add a field of the form" drop-down list.
Selecting "Assignee" from the "Add a field for selection" drop-down list on the setting screen

Specifying a "User Selection," "Department Selection," or "Group Selection" Field as a Notification Recipient

You can specify a "User Selection," "Department Selection," or "Group Selection" field placed on the app form as a notification recipient so that the user, department, or group entered in the specified field of a record receives the notifications related to the record.
These fields are not displayed as the options if they are not placed on the form.
If you specify a "Department selection" field, "Include Affiliated Departments" is displayed on the setting screen.

Example: Specifying PIC (a "User selection" field) as the notification recipient in the General Notifications setting
Select "person in charge" from the "Add a field for selection" drop-down list.
Selecting "person in charge" from the "Add a field of the form" drop-down list on the setting screen