How do I...?

Subscribe to Individual Records - Notifications

I've just started working with one of my business units to move their operations into TrackVia.

One of the requirements they have is to allow users to "subscribe" to certain records and receive updates when that record is updated.

This is simple enough as a Notification Rule for everything in the table, but is there a way to identify only certain records to trigger an alert for per user?

My only thought is some type of Record Level Permission, then maybe a separate views by user (that can be alot)? This would also prevent the users from seeing the complete list of records (to make their subscription selection) because they don't have permissions that record.

Just thought I'd toss this out there to see if anyone has had similar requests.

Thanks

0 votes
Vote
Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
You have left! (?) (thinking…)
John McGarvey shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

2 comments

Sign in
(thinking…)
Sign in with: facebook google
Signed in as (Sign out)
Submitting...
  • Eric Hansen commented  ·   ·  Flag as inappropriate

    Kimberly, I think if you guys bring back the "Calculated Trackvia User" and parentlookup(), John can accomplish this.

    I want to assign a user to a record, just like John. I also want to propagate permissions to all child records in other tables. In trackvia classic, I was able to do this using parentlookup() functions and the "calculated trackvia user" field type.

  • Kimberly commented  ·   ·  Flag as inappropriate

    Hi John,

    Thank you for the feedback! Currently notifications can only be setup on views. What you could do is create a view, filtered by the current logged in user, and setup notifications on that view so that each user only receives a notification to the records they are assigned to. Essentially this view would just be used for notification purposes and you would grant users permission to access this view. You would still be able to grant permission to other views that contain all of the records, allowing them to perform the comprehensive search.

    The ability to set up record level notifications would be a great enhancement and we will be sure to give it to our product team. As always, your feedback is much appreciated!

    Regards,

    Kim

Feedback and Knowledge Base