Setting Up Notifications with Conditions of Actions on Apps (General Notifications)

You can notify users when actions occur on apps, such as adding or editing records or updating statuses.
For each notification recipient, you can specify conditions for operations to be notified.

  1. Open the app settings page.
    Opening App Settings Page

  2. Click the "App Settings" tab.

  3. Under "Notifications", click "General Notifications". Setting

  4. Specify the notification recipients and conditions. Notification conditions for an app

    • You can specify recipients (a) in the following ways.
      • In the "Add user, group or department" field, select users to be specified as notification recipients, departments, or groups.
      • From the "Add a field for selection" drop-down list, specify the field.
        The notification is sent to the user, department, or group of the value in the specified field.
        • Created by
        • Updated by
        • User selection field (only when the field is placed on the form)
        • Department selection field (only when the field is placed on the form)
        • Group selection field (only when the field is placed on the form)
    • Select the following check boxes to specify conditions (b) for sending notifications to the user specified as the recipient.
      • Add records
      • Edit records
      • Comment is posted
      • Status is changed
      • Import
  5. Click "Save" on the upper left side of the screen.

  6. Click "Update App" on the upper right side of the screen.