When configuring a new rule, sometimes it may not be known from the outset who should receive a notification. The option to notify ‘Context dependent user’ allows for the recipient of a notification to be determined only when an event is triggered.
Notifying a context dependent user is only available for events related to worksheets.
For the context dependent user option to be available, the relevant worksheet needs to be configured with a field of type ‘User’ or ‘Multiple users’.
Once a notification rule has been set up, if the context dependent user field has been selected, the specific user field that should be used to determine the recipient must also be selected.
The ability to notify context dependent user is available when the trigger is related to the following worksheet events: New record, Record change, Date alert.
After the rule has been configured, when the worksheet event is triggered, the user or users selected in the relevant data field will receive a notification.
Example: Notify user of review task
The following provides a simple example of how the context dependent user option may be used for notification rules:
In this example, a worksheet has been configured for a project, called ‘Review tasks’. The worksheet has a document field (‘Document’), a user field (‘Reviewer’) and a date field (‘Due date’).
(For more information about worksheets and worksheet fields, please refer to Configuring a worksheet.)
In the screenshots showing the rule configuration dialog below, two notification rules will be set up, first to notify the relevant reviewer that they have a new review task, and second that their review task is nearing its due date.
1, Notify context dependent user of a new review task:
2, Notify context dependent user that the document review is due in 3 days:
For both rules, the recipient of the notification will be dependent on the name of the user that has been entered into the ’Reviewer’ field.