Conditional Notification trigger an notifications on the screen and also prevent record from being saved depending on condition mentioned in the Conditional Notification Settings. It also works on detail view of particular module’s record. It also supports on duplicate record.
Steps For Using Conditional Notifications Features :
To open the Administration Page,Click on Admin tab, as shown in the below screenshot.
Open Administration page, Click on Conditional Notifications from the Other section.
In Conditional Notifications page, Click on CREATE link.
Select Module(Click on NEXT button to go next step)
Add Conditions(Click on NEXT button to go next step and Click on BACK button to go previous step)
To add condition click on ADD CONDITION button.
Add Tasks(Click on SAVE button to save the records and Click on BACK button to go previous step)
To Update record, click on pencil icon as shown in the below screenshot.
Click on SAVE button, to update record as shown in the below screenshot.
Depending on the value selected from the Dropdown, list is displayed. Let’s say if you have selected value “all” from the dropdown then it will display all the records and if you have selected value “Accounts” then it will display only Accounts module related records as shown in the below screenshot.
To delete one or multiple Conditional Notifications records, you can select records using the checkbox option on the left hand side of the view. Click on DELETE to delete record(s).
As we mentioned in the Conditional Notification settings, if you select ‘Type’ as Competitor then you can see notifications on the screen, as shown in the screenshot below.
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