Notify users who are assigned a Task [task] record.
始める前に
Role required:
adminSet
up your email as a test email address. Navigate to , and then enter your email address under Send all email to
this test email address.
手順
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Navigate to , and then click New.
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On the form, enter the following values:
| Field |
Value |
| Name |
Task Assigned |
| Table |
Task [task] |
| Active |
Selected |
| Category |
Uncategorized |
| Send when |
Record inserted or updated |
| Inserted |
Selected |
| Updated |
Selected |
| Conditions |
[Assigned to][changes] |
| Users/Groups in fields |
Assigned to |
| Subject |
Task Assigned |
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In the Message HTML field, add a message to send to
whomever the task is assigned to.
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From the form context menu, click Save.
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To see a mock version of the system email that you created, click
Preview Notification on the notification form.
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Test the notification sends to a task assignee.
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Assign some task records.
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Check your email for assignment notifications.