Per Record Notifications: Setting up Notifications Sent When a Record Meets a Certain Condition
When a per-record notification is set, notifications are sent to app users in the following circumstances:
- When someone added a record with a field value that meets a specified condition
- When someone edited a record and as a result a field value met a specified condition
For instance, you can set a per-record notification in such a way that a notification is sent to an assigned user when a certain product is selected.
If a record has already contained a field value that meets the specified condition before someone edits the record, the notification will not be sent.
Steps to configure the setting
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Click the App Settings button
at the upper right of the "View" screen, select the App Settings tab, and then click Per Record Notifications under Notifications.
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Click Add Notification.
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Set notification conditions in the Notification Trigger section.
In this example, you will set a condition in such a way that a notification is sent to an assigned user when Kintone is selected for the "Product Name" field.For points to note when setting notification conditions, refer to the following pages:
Notes on using "contains" or "does not contain"
The difference in the result of filtering when a department is specified as a filter condition for field values -
Add a recipient user, group, or department from the Add User search box or select a field you want to set as a notification recipient from the Add a field of the form drop-down list.
The following fields can be selected from the Add a field of the form drop-down list:- Created by
- User selection*1
- Department selection*1
- Group selection*1
- Assignee*2
*1 The field can be selected only when it is placed on the app form.
*2 The field can be selected only when the Process Management feature is enabled. -
As necessary, enter text to be used as the notification subject in the Summary input field.
The text you enter in the input field will appear on the notification as shown below:
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Click Save on the bottom right side of the screen.
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Click Update App on the upper right side of the screen.
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On the confirmation dialog, click Update App.
Notes
- The notifications are not sent to the following users:
- The user who carried out the action that triggered the notification
- Users who do not have view permission for the app or record
- When records are added or updated via importing of an Excel or a CSV file, the notification is not sent even if a field value meets a specified condition.