E-mail notifications can be sent if there is a necessity to notify a user about changes in a table record.
When a notification is created, the notification metadata is converted to the pair of a record change trigger and an email alert action. It means that the trigger with the email alert action is added to a database automatically and vice versa the trigger with a sole email alert action that is not reused elsewhere is viewed and edited as the notification - on a single screen; but these trigger and action are also listed under workflow triggers and actions to allow fine-tuning.
To create a new notification or modify an existing one:
Setup link in the top right corner of the window.
Select a table you need.
From the setup menu select
E-mail Notifications >
Configure e-mail notifications. The system will display the
Record Change Notifications form:
If you want to edit the existing notification, click the
Edit button next to a necessary notification entry. Also you can copy the existing notifications or delete them clicking the corresponding buttons on the form.
Moreover, you can enable or disable sending e-mails in the common list of the notifications: select the checkbox next to a necessary record and click the
Disablebutton. Use the
Actioncheckbox for multiple selections.
To create a new notification, click the
New button at the top of the form. As a result, the
New Notification form will be displayed.
General section of the form enter the e-mail notification general data:
|Name||In the |
|From||In the |
|To/Cc/Bcc||In the |
|Do not notify modifier||Check the |
E-mail Contents section of the form enter the data concerning e-mail contents:
|Subject||In the |
|Body||In the |
|Format||In the |
|Attach Document||In the Attach Document dropdown select a generated document that should be automatically sent by email.|
|Attach File||In the Attach File dropdown you can select a File Attachment column name. As a result, the file kept in this column will be attached to the E-mail notification.|
Notifications section of the form enter data specifying when the notification should be sent:
|Notify when record is||In the |
|and when value changes in||In the |
|Filter||In the |
|Notification enabled||Select the |
Save button to save the information entered in the form.
To check quickly the filter conditions specified in the notification and review records that could be affected, go to the notification list, click directly on the notification name and use the
View Records button displayed on the notification form.