Changing the ""to whom""field within notifications and reminders? | Discussions

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Changing the ""to whom""field within notifications and reminders?

  • 1.  Changing the ""to whom""field within notifications and reminders?

    Posted 08-01-2017 16:15
    I've been looking to add a specific user to a notification/reminder rather than myself. However, I am currently only getting 2 options: record owner, and last modified, as an option. can someone guide me through adding specific users to the "to whom" section of notification?


  • 2.  RE: Changing the ""to whom""field within notifications and reminders?

    Bronze
    Contributor
    Posted 08-01-2017 17:20
    In your notification settings you should be able to select email list and a text box should display allowing you type in specific email addresses.


  • 3.  RE: Changing the ""to whom""field within notifications and reminders?

    Posted 08-01-2017 17:24
    only my email is displayed. something within my settings preventing it?


  • 4.  RE: Changing the ""to whom""field within notifications and reminders?

    Bronze
    Contributor
    Posted 08-01-2017 17:30



  • 5.  RE: Changing the ""to whom""field within notifications and reminders?

    Posted 08-01-2017 17:36
    looking for the reminders portion, not the notifications one, my apologies.


  • 6.  RE: Changing the ""to whom""field within notifications and reminders?

    Bronze
    Contributor
    Posted 08-01-2017 17:38
    Ahh in that case you'll have to create a user field. Then just set the person you want to be the default. Then you can choose that field as the recipient.


  • 7.  RE: Changing the ""to whom""field within notifications and reminders?

    Posted 08-01-2017 17:39
    could you walk me through that? I believe i know what you mean, just want to be sure


  • 8.  RE: Changing the ""to whom""field within notifications and reminders?

    Bronze
    Contributor
    Posted 08-01-2017 18:12
    Create a new user field (right click after a field on your form and choose add a field after this one)
    Scroll down and choose new field, chose a name and change type to user
    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1629565/RackMultipart20170801-37072-1d5c37q-2017-08-01_14_09_33-Copy_of_Pony_Oil_-_Chuck_03..._-_Add_a_Field_to_a_Form_inline.png?1501611062">
    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1629566/RackMultipart20170801-64613-1qwzok7-2017-08-01_14_10_24-Copy_of_Pony_Oil_-_Chuck_03..._-_inline.png?1501611077">

    Then you must select specific user and choose the user you want. This only works if the user is registered with your app.