Quick notification fields

Field

Description

Notification Name

The name of the notification rule.

Enabled

Enables the rule.

And / Or All

And: The notification is created only when all the specified conditions are met.

Or: The notification is created when one of the specified conditions is met.

Field

The field (database column) on which the condition script is executed.

Condition

The operator that's used in the condition script.

Value

The value of Field that's used in the condition script.

Choose Field to insert into the Notification

Click a merge field to include it in the notification message.

Notify User

The user who is notified when the conditions are met.

Notification Message

The notification text that's displayed to the user. This is a required field. You can insert merge fields from Choose Field to insert into the Notification. You can format the message using HTML tags such as <br> to force new lines, or <b> and <strong>.

Template

The email template used for email notifications. Templates usually contain standard content and field codes.

From

The email address from which the email notification is sent.

If you leave this field blank, the name and email address in Notify email name and Notify email address are used. For more information, see Workflow and escalation settings.

Reply to

The email address to which replies are sent. This field is available only if you have permission to send emails from other accounts.

To

The email recipients. To add a recipient to the To, CC, or BCC fields, select the recipient in the search box on the right side of the screen and click the green left arrow beside the To, CC, or BCC field. You can add only one recipient at a time.

CC

The recipients who receive a copy of the email.

BCC

The recipients who receive a blank carbon copy of the email.

Subject

The email subject.

Choose Field to insert into the Email

Click a merge field to include it in the email message.

Email message

The email text that's displayed to the user. This is a required field. You can insert merge fields from Choose Field to insert into the Email. You can format the message using HTML tags such as <br> to force new lines, or <b> and <strong>.