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Send an email notification based if a checkbox is selected in a record producer

Abigail
Tera Expert

I want to send an email notification based if a checkbox is selected in a record producer

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What are the better options?
Thanks

1 ACCEPTED SOLUTION

Allen Andreas
Administrator
Administrator

Hello,

You can use the record producer script field to check if that value is true and if so, fire an event.

Then, on the notification have it trigger passed off the event firing.

Alternatively, you can map that field to your target record (i.e., incident record) and then in the notification setting, on insert, you can add a condition that the field must be true.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

5 REPLIES 5

Allen Andreas
Administrator
Administrator

Hello,

You can use the record producer script field to check if that value is true and if so, fire an event.

Then, on the notification have it trigger passed off the event firing.

Alternatively, you can map that field to your target record (i.e., incident record) and then in the notification setting, on insert, you can add a condition that the field must be true.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Hey , 

I do have the same requirement. I tried both the ways you mentioned but nothing works for me.

In my case - 

1.I created a check box variable on Record producer and mapped it to a field on table. 

Then in the notification , on inserted/updated and field is true , then trigger the notification to a group - xxx

2.In the Record producer script , i gave the condition 

if (producer.field_name == 'true') {
    gs.eventQueue('event_name', current);
In the notication i selected the same event and recipients are same , group is selected.
When i check the checkbox and submit the record producer , in both the ways email is not triggered.
Please help me with solution.
Thanks in advance!!
}

 

 

Hi,

If you have the checkbox mapped to a field on the new record that gets created, then in your notification, you'd create the notification on that specific table with the condition of "insert" and then use the builder to set: field 'is' true. You wouldn't use the record producer script to fire an event and you wouldn't need to set the notification to trigger based on the event firing either.

 

From there, ensure the group has active members and at least 1 of those members has an email address in their user profile so that the notification will actually send out (a notification won't send unless it actually has a valid recipient).

 

If you require further assistance, please create your own question, but feel free to mention me in it.

 

I hope the above helps?

 

-Allen


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Yousaf
Giga Sage

Hi,

Condition.   If Checkbox Name is true
Check the update or insert checkboxes.

Configure the notification message you want 

 

Mark Correct or Helpful if it helps.


***Mark Correct or Helpful if it helps.***