DDE Scheduled Notifications for Record Permission Fields
#Scheduled Notifications based on #record permission field values.....
What you want: The ability to send out (monthly) scheduled notifications to a record permission field based on a composite listing of ‘new’ records from a specified period (i.e. prior month new records). The notification would be sent ONLY to those users with the ‘new’ record(s) rather than an entire user group or list so that only the impacted users would receive the notification.
Why?: If you send out a monthly scheduled notification to a user group, there are a lot of users that may receive the notification that the notification DOES NOT apply to (no new records assigned to that user). This results in immaterial notifications and the strong likelihood of no response to those notifications that need action or responses. This specifically applies to due diligence or other requests that may not be complete for a new record in which a “My New XXXX” type report would be applicable to give those users a comprehensive view of their prior month’s new records in Vendor Mgmt profile or New Associates that have been imported but may not have a mobile phone number, etc.
- Community Thread
- Forum Thread
- notifications based on field value
- record permission field notifications
- RSA Archer
- RSA Archer Suite
- scheduled notifications