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Create a notification for a custom object
Last Update: Oct 2024 Est. Read Time:To check plan availability, see the pricing page.
If you added a Date field to your Klass, you can create notifications that alert users of an upcoming due date for the object. Users are notified via email and in-app.
Who can access this feature? | |
User types | Admins can access the Klasses page. |
You can create one notification for each date field you created in the Klass. You cannot create notification rules using a Date field more than once.
To create a notification rule:
- Go to Settings > Platform > Klasses.
- Select the Klass for which you want to create a notification or create a new one.
- Ensure you have at least one Date or Date & Time field in the Klass.
Note: The Notifications tab is only available if you have at least one of these fields.
- Go to the Notifications tab and select Add Notification
- Enter a name for the notification and then enter the criteria for when you want the notification to be sent out. For example, you can create a notification that alerts users that a due date is 5 days away.
- Optionally, select specific criteria that must be met for the notification. For more information on building filter criteria, see this article.
- Select whether you want the notification sent to Assigned Users, Assigned Teams, or both. You can also notify up to 3 additional users and/or the user who created the task.
- Enter the notification message and subject in the fields provided.
- Select Save Changes.
Notifications will appear on the page and are turned on by default.