Tips: Notification Recipients Selectable from the "Add a field for selection" Drop-down List

Article Number:040560

In the notification settings of an app, you can select a field you want to specify as a notification recipient from Add a field for selection.
Fields that can be selected from Add a field for selection are described below. "Add a field for selection" on the settings screen

How to Open Notifications Settings Screens

Click the App Settings icon (the gear-shaped icon at the upper right of the app's "View" screen), then click the App Settings tab. Under Notifications, click an option from the options General Notifications, Per Record Notifications, and Reminder Notifications.
Gear button

Specifying "Created by," "Updated by," or "Assignee" as a Notification Recipient

From Add a field for selection, you can select the user who created the record, the user who updated the record, or the assignee of the record as a notification recipient.

"Created by,""Updated by," and "Assignee" refer to the following users:

  • Created by: The user who created the record.
  • Updated by: The user who last updated the record.
  • Assignee: The user who is assigned in the current status in an app where process management is enabled.

Example: Specifying the assignee as the recipient of reminder notifications

Select "Assignee" from Add a field for selection.
Selecting "Assignee" from "Add a field for selection" on the settings screen

Specifying a "User Selection," "Department Selection," or "Group Selection" Field as a Notification Recipient

You can specify a "User Selection," "Department Selection," or "Group Selection" field placed on the app form as a notification recipient so that the user, department, or group entered in the specified field of a record receives the notifications related to the record.
These fields are not displayed as the options if they are not placed on the form.
If you specify a "Department selection" field, Include Affiliated Departments is displayed on the settings screen.

Example: Specifying the person in charge (a "User selection" field) as a notification recipient in the General Notifications settings

Select the field for specifying the person in charge from Add a field for selection.
Selecting the field for specifying the person in charge from "Add a field of the form" on the settings screen