Sending notifications to users specified in each record
By specifying a "User selection" field as the recipient of General notifications, you can send notifications to the users specified in records.
The steps are as follows.
Step 1: Configure the "User selection" field
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Place a "User selection" field, then click Settings from the gear-shaped Field settings icon at the top right of the field.
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Set a name for the field.
In this example, "Notification" is used as a field name.
If you want to define a default user name to display, specify a user for Default value.
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Click Save.
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Click Save form.
Proceed to the next step to configure General notifications.
Step 2: Configure general notifications
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Click the App settings tab and click General notifications under Notifications.
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From the Add a field for selection drop-down list, select the "User selection" field you configured in Step 1.
In this example, "Notification" is selected. -
Select one or more conditions for sending notifications.
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Click Save at the bottom right of the screen.
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Click Update app at the upper right of the screen.
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On the confirmation dialog, click Update app.
You have successfully configured the setting.
When you specify notification recipients in a record, the notification is sent to the specified users at the timing set in the General notifications setting.