Email notification based on view

Lydon
Mega Expert

Hi 

 

I am creating an change email notification and I want this email only sent when I am on a particular view, example "mobile view" instead of the default view.

 

Please how can I write my condition to ensure this condition is meet and that the change does not send in any other view other that the mobile view 

 

Thank you 

 

 

1 REPLY 1

HrishabhKumar
Kilo Sage

Hi @Lydon ,

You can achieve this by creating a custom field on the form called "is_mobile_view", and set it's value to true or false by using onload client script based on the current view. And then configure a notification and add the condition "is_mobile_view == true" to send the notification.

 

I've provided the step by step solution as well, you can follow this:

 

1) Create a Custom Field to Track View:

Add a custom field on the change request form to track when the "mobile view" is being used. For instance, a boolean field called is_mobile_view.

 

2) Set the Custom Field via Client Script:

Use a client script to set this field based on the view. When a user opens the record in the "mobile view," the script should set the field to true.

 

Client Script Example:

// Type: onLoad

if (g_view === 'mobile_view') { // add your view name instead of mobile_view

    g_form.setValue('is_mobile_view', true);

} else {

    g_form.setValue('is_mobile_view', false);

}

 

3) Create the Notification:

Create a notification that sends an email based on the value of this custom field.

Go to System Notification > Email > Notifications.

Click on New to create a new notification.

Set the Table.

Define the When to send section with conditions that include is_mobile_view is true.

 

Thanks,

Hope this helps.

If my response proves helpful please mark it helpful and accept it as solution to close this thread.