Trigger Notification

To trigger a notification, follow the steps below:

  1. Navigate to App Builder > Settings > System Triggers.
    create trigger template 1
  2. On the System Template Configurations page, click the Trigger/Notification button for the template you want to configure, located under the Events column.
    add events 1
  3. In the System Trigger/Notification Configurations page, click + Add Trigger/Notification.
    add events 2
  4. In the Define Trigger section, select Notification from the Trigger Events dropdown.
    trigger notification 1
  5. Enter a name for the notification in the Name field.
    trigger notification 2
  6. Select a condition from the Trigger When dropdown.
    trigger notification 3
  7. Click Add Criteria and define the condition.
    trigger notification 4
  8. Under the Delivery Rule section, select the following as per your requirements:
    trigger notification 5
    • Email
    • SMS
    • Mobile & Web-Notifications
  9. If you selected Email, provide the following details:
    trigger notification 6
    FieldDescription

    To

    		 Select recipients to send the email:

    • Added by: Select to send the email to the person who created the record.

    • Modified by: Select to send the email to the person who last modified the record.

    • Customer: Select to send the email to the associated customer.

    External Email Addresses

    		 Add external email addresses if required.

    Subject

    		 Enter the email subject.

    Message Body

    		 Define the content of the email message.
  10. If you selected SMS, provide the following details:
    trigger notification 7
    FieldDescription

    To

    		 Select recipients to send the email:

    • Added by: Select to send the email to the person who created the record.

    • Modified by: Select to send the email to the person who last modified the record.

    • Customer: Select to send the email to the associated customer.

    External Phone Numbers

    		 Add external phone numbers if required.

    Message Body

    		 Define the content of the SMS message.
  11. If you selected Mobile & Web Notifications, provide the following details:
    trigger notification 8
    FieldDescription

    Select Notification Quality

    		 The options are:
    • Excellent
    • Good
    • Neutral
    • Bad
    • Terrible
  12. Click Save to save the notification configuration.