Hi @Rajkumar Bommal ,
Step 1: Create a Notification
Navigate to Notifications:
Go to System Notification > Email > Notifications.
Create a New Notification:
Click on New to create a new notification.
Configure Notification Properties:
Name: Give your notification a name, such as "Idea Created Notification".
Table: Set this to Idea [your table name].
When to send: Set the trigger condition. Choose Record Inserted to trigger the notification when a new incident is created.
Step 2: Define Conditions (Optional)
You can set specific conditions for when the notification should be sent. For example, you might only want to send the notification for high-priority incidents. Use the Condition field to specify such criteria.
Step 3: Configure the Email Content
Who will receive:
Specify the recipients in the Users/Groups section. This can include specific users, groups, or roles.
Email Subject and Body:
Set the subject and body of the email. You can use variables to include dynamic content from the Idea record. For example:
Subject: New Idea Created: ${number}
Add Body:
A new incident has been created.
Step 4: Add an Email Script (Optional)
If you need to include more complex logic or additional data in your email, you can use an email script.
You can create an email script by searching for the module in navigation.
After creating email script, In your email body, add ${mail_script:nameOfEmailScript} where you want the script output to appear.
There are tons of articles & YouTube videos explaining how to create notifications. Please refer those.
I started answering community questions recently. Please mark my answer as helpful if it helps you in any way.
