Notification example: notify task assignees

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Notify users who are assigned a Task [task] record.

    시작하기 전에

    Role required: admin

    Set up your email as a test email address. Navigate to System Properties > Email Properties, and then enter your email address under Send all email to this test email address.

    프로시저

    1. Navigate to System Notification > Email > Notifications, and then click New.
    2. 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
    3. In the Message HTML field, add a message to send to whomever the task is assigned to.
    4. From the form context menu, click Save.
    5. To see a mock version of the system email that you created, click Preview Notification on the notification form.
    6. Test the notification sends to a task assignee.
      1. Assign some task records.
      2. Check your email for assignment notifications.