Sending Notifications to Users Specified in Each Record

Article Number:040749

By specifying the "User selection" field as a recipient of General Notifications, you can send notifications to the users specified for each record.

The steps are as follows.

Step 1: Configuring the "User Selection" Field

  1. Place a "User selection" field, then click Settings from the gear-shaped Field Settings icon at the top right of the field. Image

  2. Set a name for the field.
    In this example, "Notification" is used as a field name.
    Image If you want to define a default user name to display, specify a user for Default Value.

  3. Click Save.

  4. Click Save Form.

Proceed to the next step to configure General Notifications.

Step 2: Configuring General Notifications

  1. Click the App Settings tab and click General Notifications under Notifications. Image

  2. 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. Image

  3. Select one or more conditions that you want the notifications to be sent. Image

  4. Click Save on the bottom right side of the screen.

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

  6. 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. Image