Notify User screen (Form-Based App)

Configures the email notifications for a form-based app.

Background and Setup

Prerequisites

How to Start

  1. Click App Builder.

    Click App Builder
  2. On the App Builder Home screen, click All Apps.

    Click All Apps
  3. On the All Apps screen, on a form-based app, click Edit Edit icon.

    Click Edit
  4. 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.


    Select New Form
  5. Click Notify User Notify User icon.

    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

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.

Figure: Notify User screen

Notify User screen

Fields

Field NameDefinition

Send email notifications for participants when add or edit a record

Description:
Specifies the email template to use to send an email notification when a record is added, changed, or deleted in a form-based app.
Allowed Values:
A list of email templates in your AgilePoint NX environment.
Default Value:
None

Add Add icon

Opens this Screen:
Email Template Configuration screen
Function of this Screen:
Configures the email template for an email notification.

Edit Edit icon

Function:
Changes the content for the selected email template.
To Open this Field:
  1. In the Send email notifications for participants when add or edit a record field, select a template.

Email Template Preview

Description:
Shows a preview of the selected email template.
Allowed Values:
Read only.