Notify context dependent user

Explains how Notify: Context‑dependent user works in Notifications, allowing email recipients to be determined dynamically based on worksheet data when an event occurs.

When configuring notification rules, there are scenarios where the recipient cannot be fixed in advance. The Notify: Context‑dependent user option addresses this by determining the recipient at the moment the triggering event occurs, based on data stored in a worksheet record.

This option is available only for worksheet‑based notifications and requires that the relevant worksheet includes a field of type User or Multiple users. The value stored in that field at the time of the event is used to determine who receives the notification.

Context‑dependent notifications are especially useful for workflows where responsibility varies by record, such as task assignment, reviews, or approvals.

When Context‑dependent user is available

The Notify: Context‑dependent user option can be used only when all of the following apply:

• The notification trigger is worksheet‑based
• The worksheet includes a User or Multiple users field
• The trigger event is one of:
  • New record
  • Record change
  • Date alert

When configuring the rule, administrators must also specify which user field should be used to determine the recipient. 

Configuring a context‑dependent notification rule

1. Open Project settings.
2. Navigate to the Rules tab.
3. Add a new notification rule.
4. Choose a worksheet‑based trigger (for example, New record, Record change, or Date alert).
5. In the Actions section, select Notify: Context‑dependent user.
6. Choose the User or Multiple users field from the worksheet that should determine the recipient.
7. Configure the email subject and notification text.
8. Save and activate the rule.

When the trigger event occurs, Opus 2 sends the notification to the user(s) stored in the selected field of the affected record. 

Example: Notifying users of review tasks

Scenario

A project includes a worksheet named Review tasks with the following fields:

• Document (Document field)
• Reviewer (User field)
• Due date (Date field)

Rule 1: Notify reviewer of a new task

• Trigger: New record
• Worksheet: Review tasks
• Action: Notify context‑dependent user
• User field: Reviewer 

Outcome:
When a new review task is created, the user entered in the Reviewer field automatically receives an email notification.

Rule 2: Notify reviewer before due date

• Trigger: Date alert
• Worksheet: Review tasks
• Date field: Due date
• Offset: 3 days before
• Action: Notify context‑dependent user
• User field: Reviewer 

Outcome:
Three days before the task is due, the assigned reviewer receives a reminder email.

In both cases, the recipient is determined dynamically based on the value entered in the Reviewer field for each record.

Related Links

• Configuring Notifications
• Configuring a Worksheet
• User roles and capabilities