Set notifications by conditions to send email to specific users/user groups.
1. Add Notification
Click more action button (near right top) and go to "Notification". Click "+" and you will be directed to popup window.
Define the an identified name and then complete the settings for "When" , "Data conditions" ,"Recipients" and mail "Subject" and "Content".
① When- you need select one of them to affirm your notification as you can not change it after it submitted.
② Data Conditions-
⑤ Mail - includes subject and content.
Click on the editor button at right. Both of them can be edit with free text or list field.
2. Manage Notification
Assuming a demo notification to send email to an user group and "Account Owner" when the "Rating" is "4" or "5(top)". And you have already completed it.
2.1 Enable an existing one
The notification is still disabled in grey and you need click "Enable" and confirm with "OK" to activate (in orange). And this notification will be process by conditions immediately.
2.2 Edit a notification
If you want to verify more information, click "Edit" to have some review and edit if any. You can edit all settings except "When" type. However you can add some more notifications per need.
2.3 Disable or Delete
Considering you want to stop some notification, click "Disable" and confirm with "OK", it will be disabled immediately.
Or "Delete" it permanently.
When the new item is added and the conditions met, an email notification will be received in seconds.
Clicking the link of "View Details" and you will be directed to the item view page.
Note: If the recipient is not permitted to view the data list or this item, it will be open with "Access Denied". Please refer to permission management and check that.