Editing Watchlist Item

You can edit an existing watchlist item on a record and change the notification types and event details that generate the notifications.

To edit a watchlist item, perform the following steps:

  1. Open the record to which you have added the watchlist item.
  2. Select Menu > Watchlist > Edit Watchlist Item. The Edit Watchlist Item window displays.

  3. Select or unselect the Notification Types.
    Note: Ensure that at least one Notification Type and Notify On even is specified.
  4. Modify the Notify On event as described below:
    • Every change—you are notified when any of the record’s field is modified.
    • Change on Specific Fields—you are notified when the fields of interest in a record are changed.
      To specify the field of interest perform the following steps:
      1. Select Change on Specific Fields from the Notify On dropdown list.
      2. Select the fields of interest that you want to be notified, on change. You can enter the field name in the search box to quickly find the fields of interest. You can select multiple fields.
  5. Click Save.

    The changes are saved to the watchlist item.