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 - adds a checkbox to indicate that the email was sent

  • Notification Sent To field - where the user can define the email addresses where notifications are sent

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

    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.