Notification rules are set up in such a way that when conditions are met or some event happens, the emails are sent to interested parties.
You can create new notification rules, or modify existing ones.
Role required: notification_admin.
Create a rule
To create a notification rule, complete the steps below:
- Navigate to the System Notification → Notification Rules.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
You can also create a notification rule through a form or a related list:
- Open the hamburger menu
. - Select Configure → Notification Rules.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Use case
You need to configure a basic notification for the Employee table. When a new employee is added, all employees receive a notification.
To implement this logic, create the following notification rule:
| Field | Value |
|---|---|
| Name | New employee |
| Table | Employee |
| Active | True |
| When to Send tab | |
| Send when | Record inserted or updated |
| Inserted | True |
| Who will Receive tab | |
| Other recipients | |
| What will Contain tab | |
| Subject | New employee in the ${current.department} department |
| Message | ${current.display_name} is in our team! |
