Understanding conditions for notifications
Who is this article for?Administrators who want guidance on conditions for notifications in Assurance.
Administration access is required.
This article defines what a condition is and how to correctly build a send condition.
1. Understanding a Condition
A condition has three parts:
- Field - Notifications support all single select, multi select and hierarchy fields, as well as Risk fields and the current status and stage of the Register and Form.
- Operator - Gives the status of the values in the field, such as 'has' 'changed from', 'changed to' etc. For a full list of the operators see the table below.
- Value - The field value.
These parts come together to form a condition as Field + Operator + Value.
For example
School Location + Contains any of these values + Administration Building
This would mean that this notification would only go out if the School Location field includes Administration Building.
Below are two tables of the Operators and under what send conditions they are available as some operators differ between single select and multi select. Some operators are only available for certain send conditions.
Select Update when you are finished to apply the changes.
2. Building Send Conditions
2.1. Single-Select
| Operator |
Send Condition |
Explanation | ||
| On Creation/On Close/On Stage Move To | On Update | |||
| Is | ✔ | ✔ | Condition is met if this single-select field answer contains the selected value | |
| Is Not | ✔ | ✔ | Condition is met if this single-select field answer does not contains the selected value | |
| Changed | ✘ | ✔ | Condition is met if this single-select field answer was changed on update | |
| Changed To | ✘ | ✔ | Condition is met if this single-select field answer was changed to the selected value on update | |
| Changed From | ✘ | ✔ | Condition is met if this single-select field answer was changed from the selected value on update | |
2.2. Multi-Select
| Operator | Send Condition | Explanation | ||
| On Creation/On Close/On Stage Move To | On Update | |||
| Contains any of these values | ✔ | ✔ | Condition is met if this multi-select field answers have any of the selected values | |
| Contains all of these values | ✔ | ✔ | Condition is met if this multi-select field answers have all of the selected values | |
| Changed | ✘ | ✔ | Condition is met if this multi-select field answers were changed on update | |
| Any of these values were added | ✘ | ✔ | Condition is met if any of the selected values were added to this multi-select field answers on update | |
| Any of these values were removed | ✘ | ✔ | Condition is met if any of the selected values were removed from this multi-select field answers on update | |