How do I create a notification based on which user adds or modifies a record?

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  • Updated 5 years ago
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For our sales process, we have created a fairly simple process/form using QuickBase. We have 4 different users, one of which is the sales consultant. The sales consultant can submit a new request or update an existing request. We want to create an email that notifies one or more of the other user groups when a sales person has done either of these actions (add or modify). We do not necessarily want the notification to trigger if the other user groups add or modify.

Any suggestions? I thought we would we need to create a notification, but maybe we need to create buttons the sales team would click to trigger the notification?

Thanks for any help!

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Posted 5 years ago

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dwhawe, Champion

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I have not tested this but you should be able to make a notification for when the record is add or modified and "Last Modified by" is equal to the user {choose the user name of the sales consultant}