Forum Discussion
EvanMartinez
7 years agoModerator
Hi Surya,
Excellent, I just wanted to confirm. In that instance you would just want to go into your settings for that table and from there you can set up a notification to go out to users based on a record being changed. That would work just like a normal notification. You would then just want to add the exact same filters to that notification as you add to your report. That way it is focused on only those records that also appear on that report. Once that is set up you can set the notification to go out to users listed in the field, under the To dropdown. So long as the user field is in that table it can be used as a target. You just want to make sure it is a user type field and that the filters on that notification match the filters on the report to keep it from notifying on all record changes. The trick will just be lining up the notification trigger conditions with your business needs.
Excellent, I just wanted to confirm. In that instance you would just want to go into your settings for that table and from there you can set up a notification to go out to users based on a record being changed. That would work just like a normal notification. You would then just want to add the exact same filters to that notification as you add to your report. That way it is focused on only those records that also appear on that report. Once that is set up you can set the notification to go out to users listed in the field, under the To dropdown. So long as the user field is in that table it can be used as a target. You just want to make sure it is a user type field and that the filters on that notification match the filters on the report to keep it from notifying on all record changes. The trick will just be lining up the notification trigger conditions with your business needs.