General Notifications: Setting up Notifications Using Actions on Apps as Conditions

Article Number:040561

Users can receive notifications when actions are made on records (e.g., a record is added/edited and the process management status is updated).
For example, in an app for receiving requests for the General Affairs department, you can configure the settings so that department members receive notifications when actions are made on records.
You can specify actions as notification conditions for each notification recipient.

Steps

This section describes the steps to configure the General Notifications setting.

  1. Click the app settings button Settings button at the upper right of the "View" screen, select the App Settings tab, and select General Notifications under Notifications.
    The App Settings button

  2. Add a user or department from the Add user, group, or department search box or select a field to be specified as a notification recipient from the Add a field for selection drop-down list.
    Configuring notification recipients The following fields can be selected from the Add a field for selection drop-down list:

    • Created by
    • Updated by
    • Assignee*1
    • User selection*2
    • Department selection*2
    • Group selection*2

    *1 The field can be selected only when the Process Management feature is enabled.
    *2 The field can be selected only when it is placed on the form.

  3. Specify a condition(s) for notifications to be sent to users specified as notification recipients. Specifying conditions Select the check box for the action of which you want the recipients to receive notification. You can select the following actions: Record is added, Record is edited, Comment is posted, Status (process management status) is changed, and File imported.

  4. Click Save on the upper left side of the screen.

  5. Click Update App on the upper right side of the screen.

The Difference in the Types of Notifications Received by Recipients

The type of notifications sent to notification recipients differs in the following two cases: when you directly specify a user or department, and when you specify a field.

  • When you directly specify a user or department as a recipient: Specifying a user as a recipient Notifications are received as "All" notifications. These notifications are not counted in the number of unread notifications displayed on the "To Me" notification icon The notification icon. Ordinary notifications

  • When you specify a field as a recipient: Specifying a field as a recipient Notifications are received as "To Me" notifications. The number of "To Me" notifications is displayed on the "To Me" notification icon. "To Me" notifications