Course contents7 lessons
Course overview
  1. Role-based Access to Data and the Control Panel
  2. Record Transfer to User
  3. Change Record Status
  4. Assign to Group
  5. Status, User, and Group Assignments When Saving Data
  6. 06Email Notifications in the Workflow
  7. 07Single Record Per User

Lesson 6 of 7

Legacy platform

Email Notifications in the Workflow

In SpreadsheetWEB, there are mainly two ways you can send automated email notifications: through Action buttons in a designer application, and from the Data…

1 min read

In SpreadsheetWEB, there are mainly two ways you can send automated email notifications: through Action buttons in a designer application, and from the Data page, based on the records saved under an application.

The first one entails creating an email process in the designer, and assigning it into the events of an Action button. This way, the email process will be triggered whenever the Action button is pressed.

The Data page method consists of two approaches: Application Notifications and Custom Triggers. Application Notifications can be configured to send an email when the ownership, status, group, or notes of a record is changed in the workflow. Custom Triggers, on the other hand, allow creating a logic around any database columns, which would be checked either once, or on a periodic basis, and then send out emails if the conditions are met.