User Manual

06.20.2025

MANUAL

FAQ: I want to set notifications according to the usage scenario

## Answer Use the "「Notification」" or "「Process」" notification functions according to your requirements. --- ## Overview Explains examples of notification settings for expected usage scenarios in daily work. ## Contents 1. [I want to notify a specific person each time a record is updated](#case01) 2. [I want to notify members of the approval group when applying in an approval workflow](#case02) <a id="case01"></a> <br/> ## 1. I want to notify a specific person each time a record is updated ### Expected Usage Requirements 1. Notify each time a record is updated 1. Notification destination is different for each record 1. Set the notification destination in the record ### Screen Image ![image](https://pleasanter.org/binaries/65c3f4907856486d8cfd826c9870f262) Set the column to select the notification recipient. ### Set Table #### 1. Set "「Editor」" ##### Enable any column and set the following. 1. Set the name displayed as desired 1. Set "「Users」" as the option 1. Check multiple selection (*) *Assuming multiple people are notified #### 2. Set "「Notification」" ![image](https://pleasanter.org/binaries/4bbde2dab58a4838aad150da58469b72) ##### Set the notification settings as follows. 1. In the address field, set the notification destination column name set in the editor 1. Set other notification requirements as desired ### Usage Image ![image](https://pleasanter.org/binaries/35810bd96d4349e3aeac2d09e4441834) When you select the notification recipient and create or update a record, the selected user will be notified. <a id="case02"></a> <br/> ## 2. I want to notify members of the approval group when applying in an approval workflow ### Expected Usage Requirements 1. Set up a simple workflow such as Draft → Application → Approval 1. When the submitter drafts an application, notify members with approval authority (= approval group) Workflow image ![image](https://pleasanter.org/binaries/6582802d039c406ca9167819ecde64bd) ### Set Group 1. Prepare an approval group. ![image](https://pleasanter.org/binaries/fe24e884c31d422ea99f2c0540145488) *Note the group ID, as it will be needed later. ### Set Table #### Set "「Process」" 1. Create a process for application and approval. ![image](https://pleasanter.org/binaries/8e0b420c5bf14cd6954d57aeb4f8efa1) 2. Set notifications for the application process. ![image](https://pleasanter.org/binaries/f64e702d9cdf46eca9e8d445b7f380ea) ![image](https://pleasanter.org/binaries/60417afe7bc545da94f4105ee2b127a4) In the advanced settings of the notification, specify the group ID of the approver prepared in advance. ### Usage Example ![image](https://pleasanter.org/binaries/64d8c17ecace42dda7dbb2160ba7d93e) After setting, a notification will be sent to members of the approver group when the application is submitted. ## Related Information <div id="ManualList"> <article class="s-blog_list_unit"><h2> <h2>The specified information was not found.</h2> <p><a href="/ja/manual">Return to top</a></p> </article> </div><input id="SearchTextHidden" type="hidden" value="" />
TOP
このページをシェアする
記載された商品名、各製品名は各社の登録商標または商標です。 © Implem Inc.