In case a record has been added, changed or deleted, you can setup and use easily a notification. You can setup a reminder connected to some date in a record. E. g. you can have a notification an hour before meeting, a week after a task was not closed etc.
You need to download an extension called Scheduler/Notification from Marketplace.
Then you have a schema Notifications. Add a new one and the form will lead you through the rest of the process.
The notification can be addressed to:
- fixed email(s)
- user type fields
- Created by
- Modified by
- Previous modified by
- All users in audit
- a custom fields in the schema connected with users
- java script expression - that should return string array of address(es)
Notification for record change
Notification connected to a date field
Email address setup
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