I see that to create a notification for a current user I have to create a view that is filtered by current user. I want the notification to be made if a change is made to a particular field. Does the notification get sent only if the change is made to that field while in the view? What if the change is made to that view in the Table?
Ken Gross shared this idea · Sep 18, 2015
The notifications send based on the changes to the record regardless of where the change is made. If you change the record from the default view, for example, and it affects the record as it relates to the view's filters and notification settings then the email will be sent.
This is because different users utilize different views in the same workflow throughout the application when accessing the same records.
Hope this helps!
Thanks for that clarification. A follow-up question: I have teachers assigned to coaches and when the administrator changes a teacher so that they are assigned to a different coach I would like the old and the new coach to get a notification. Note that I have it set up based on the "send alert to current user" directions. Is there a way that the notification could go to both the old and the new coach
This is also possible. In this case, you would a want to set the first two conditions for the notification:
Send a Notification when a Record..
1 is added to this View
2 is removed from this View
The first condition will notify the new coach that they have a new teacher assigned to them while the second condition would send a notification to the old coach that one of their teachers has been reassigned. Essentially the record is removed from the old coach's view (2) while being added to the new coach's view (1) simultaneously.
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