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Notification example: notify task assignees

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Notification example: notify task assignees

Notify users who are assigned a Task [task] record.

Before you begin

Role required: admin

Set up your email as a test email address. Navigate to System Properties > Email Properties, and then enter your email address under Send all email to this test email address.

Procedure

  1. Navigate to System Notification > Email > Notifications, and then click New.
  2. On the form, enter the following values:
    Field Value
    Name Task Assigned
    Table Task [task]
    Active Selected
    Category Uncategorized
    Send when Record inserted or updated
    Inserted Selected
    Updated Selected
    Conditions [Assigned to][changes]
    Users/Groups in fields Assigned to
    Subject Task Assigned
  3. In the Message HTML field, add a message to send to whomever the task is assigned to.
  4. From the form context menu, click Save.
  5. To see a mock version of the system email that you created, click Preview Notification on the notification form.
  6. Test the notification sends to a task assignee.
    1. Assign some task records.
    2. Check your email for assignment notifications.
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