Notify User screen (Form-Based App)
Configures the email notifications for a form-based app.
Background and Setup
Prerequisites
- On the Turn On Notifications for Your App screen, turn on these fields:
- Add Record Notifications
- Update Record Notifications
- Delete Record Notifications
For more information, refer to Turn On Notifications for Your App screen.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.
How to Start
- Click App Builder.
- On the App Builder Home screen, click All Apps.
- On the All Apps screen, on a form-based app, click Edit .
- On the App Details screen,
select the form associated with the type of email notification to send:
- To configure an email to send when a record is added, select a New form.
- To configure an email to send when a record is updated, select an Update form.
- To configure an email to send when a record is deleted, select a View form.
This step shows the options for a Record Added notification. The options on the screen look slightly different for Record Updated and Record Deleted notifications.
- Click Notify User .
This step shows the options for a Record Added notification. The options on the screen look slightly different for Record Updated and Record Deleted notifications.
Notify User screen
Sends an email notification to the app designer or other specified recipients when a record is added, changed, or deleted in a form-based app.
Fields
Field Name | Definition |
---|---|
Send email notifications for participants when add or edit a record |
|
Add |
|
Edit |
|
Email Template Preview |
|