Per Record Notifications: Setting up Notifications Sent When a Record Meets a Certain Condition

Article Number:040563

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

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), select the App Settings tab, and select Per Record Notifications under Notifications.
    Screenshot: The "App Settings" icon is outlined in red

  2. Click Add Notification.

  3. 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.   Screenshot: The "Notification Trigger" section on the "Per Record Notifications" screen 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

  4. 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.   Screenshot: The "Recipient" section on the "Per Record Notifications" screen

  5. As necessary, enter text to be used as the notification subject in the Summary input field.   Screenshot: The "Summary" input field The text you enter in the input field will appear on the notification as shown below: Screenshot: The example of the notification

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

  7. Click Update App at the upper right of the screen.

  8. 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.