Hi, I have a doubt regarding notification. How can I send a custom message based on role ? Is there a way to hide a certain section of the form when the notification is sent to non-admin role ? or do I need to create another form based on user role ? Thanks.
Hi Kirti!
I believe the custom message will always be the same for all roles, so you may need another notification sent out to only specific roles if you want to change that. However, you can alter the form sent using form rules.
If you hide a section based on a role in a form rule, only users who have access to that section will see it in the notification.
My suggestion would be to create a form rule to hide any sections you don't want non-admins to see!
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Tyler Foster
Associate Developer
Synctivate Inc.
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Hi Tyler,
Thank you for the response. I've already created a form rule that hides the certain section from the user if they're not in the admin role.
I would like to elaborate the details of my problem - The user list who will be notified through the email consists of 1 user in admin role and 3 others in different roles. When the notification is sent out it is sending the same record details to all the users(the 4 selected above) even though in the form rule it says to hide a certain section based on user role.
Do you think is it because of one of the users being an admin ? and if so, what will be the optimal solution now ?
Thanks,
Kirti
Hi Kirti,
From your breakdown it does seem like you are doing all of the correct steps! I think there are a few things we can check on to find the source of the error...
1. Make sure the form rule is working correctly for users not in the admin role. So possibly use the "Test this app as..." functionality to make sure they are seeing what you want them to see on the form.
2. Make sure on the notification that the form you are sending out is the correct one, with the form rule active. It should look similar to this below:
Please let me know if you find an error checking those two things! I have run a test on my application and it came back with the desired result, so I believe it is something small causing it to not appear correctly for you.
In my test I had a user list with one user being an admin and one a participant, so I don't think one of the users being an admin is the problem!
Thanks,
Tyler
