Add Notification Event
If the event for your notification does not appear in the Choose Event drop-down list, click Add Notification Event to display the Add Notification Event page.
There are two choices available in the Choose Event Type drop-down, selecting either one affects the remaining choices on the screen.
Action - The notification event is triggered when something happens to an item.
The actions available to choose from depend on the tab you select in the Choose Tab drop-down. For example, Request Performed is available for the Boxes tab, but not for Records Schedule, since Boxes can be requested but Records Schedules cannot.
Field Value Change - Notification event is triggered when a list field is changed to a designated value.
The fields and field values available to choose from depend on the tab you select in the Choose Tab drop-down. If you select a simple list (like Box Size for the Boxes tab), the values are just the choices available in that list field. If you select a list field that references another tab (like the Organization or Records Schedule fields for the Boxes tab), the values available are the Quick Descriptions.
Create an Action Event
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Select Action in the Choose Event Type drop-down.
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Select the item type this notification event is for in the Choose Tab drop-down.
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Select the specific action for this notification event in the Choose Action drop-down.
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An Event Description is automatically updated based on your selections.
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Click Save after completing your choices to return to the Configure Notifications page.
Create a Field Value Change Event
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Select Field Value Change in the Choose Event Type drop-down. The Choose Action drop-down will be replaced with Choose Field and Choose Field Value (it may take a few seconds for this to happen).
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Select the item type this notification event is for in the Choose Tab drop-down.
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The Choose Field drop-down includes the list fields available on the Tab selected in the previous step.
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Select the desired value in the Choose Field Value drop-down choices depend on the selection made for Choose Field. A notification based on this notification event is triggered when a user changes the indicated field to the selected value. See the note below for more information on the fields and values.
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Click Save after completing your choices to return to the Configure Notifications page.
Please note: This type of notification only works on the update and not on the creation of new data.