Ensure Notification Sent and Sent To Fields are Present for Email Reports Manager Admin Tool

When using the admin tool, it is vital to set both the Notification Sent checkbox and the Notification Sent To field.

Notification Sent checkbox

Checked automatically when an e-mails with this document is attached

Notification Sent To field

Shows the email addresses where notifications are sent via the notification e-mail

These are the details you should see:

Notification Sent Notification Sent To

Field Information

Field Label

Notification Sent

Notification Sent To

Field Name

Notification_Sent

Notification_Sent_To

Data Type

Checkbox

Email

Namespace Prefix

FX5

API Name

FX5__Notification_Sent__c

FX5__Notification_Sent_To__c

Description

Used if the notification has been sent.

This text can’t be edited and is locked.

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

Field Usage

Choose between --None--, Active, DeprecateCandidate, or Hidden.

Data Sensitivity Level

Choose between --None--, Public, Internal, Confidential, Restricted, or MissionCritical.

Compliance Categorization

Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA

General Options

Required

n/a

Checkbox - Checked
Always require a value in this field in order to save a record.

Unique

Checkbox
Do not allow duplicate values.

External ID

Checkbox
Set this field as the unique record identifier from an external system.

Default Value

Checked / Unchecked

Blank

Some settings have in Default Value section of the setting, a Show Formula Editor link. If you click this link, the link changes to Hide Formula Editor and the box expands so you can enter the formula. See Salesforce Documentation: Elements of a Formula for more information on constructing a valid formula.

Use formula syntax:

Enclose text and picklist value API names in double quotes : ("the_text"), include numbers without quotes : (25), show percentages as decimals: (0.10), and express date calculations in the standard format: (Today() + 7).

To reference a field from a Custom Metadata type record use:
$CustomMetadata.Type__mdt.RecordAPIName.Field__c.

Follow these steps to set these fields:

  1. In Setup, type object in the Quick Find box and select Object Manager.

  2. In the Object Manager, enter content in the Quick Find box and select Content Version.

  3. In Content Version, select Fields & Relationships.

  4. In Fields & Relationships, look for Notification Sent and Notification Sent To fields.

    This Custom Field Definition is managed, meaning that you may only edit certain attributes. This is part of an upgradable package installed from the AppExchange.

    These items can be edited (if applicable):

    • Detail Write Requires Master Read Sharing

    • Latitude and Longitude Display Notation

    • Ignore Field during Lead Convert

    • Data Translation

    • Sort Alphabetically

    • Help Text

    • Mask Type

    • Mask Character

    • Data Owner

    • Field Usage

    • Data Sensitivity Level

    • Compliance Categorization