General Notifications: Setting Up Notifications with Conditions of Actions on Apps

You can notify users when actions occur on apps, such as adding or editing records or updating statuses.
For example, in an app to receive requests submitted to the General Affairs department, you can specify members of the GA department as recipients.
For each notification recipient, you can specify conditions for operations to be notified.

Procedure

  1. Click the app setting button Setting button on the upper right of the record view, select "App Settings" tab > "Notifications", and then select General Notifications.

  2. Click "User, department, or group" to add a user, or click "Add a field of the form" to select a field as the recipient.
    You can click "Add a field of the form" and select the following fields.

    • Created by
    • Updated by
    • User selection field*1
    • Department selection field*1
    • Group selection field*1

    *1 The field can be selected only when it is placed on the form.

  3. Specify condition(s) to send notifications to users/departments you specified as recipients. Select action(s) (Add records, Edit records, Comment is posted, Status is changed, Import) for which you want to send notifications.

  4. Click "Save" on the upper left side of the screen.

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