Notification example: notify task assignees

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

Before you begin

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.

Procedure

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.