Notifications

Using notifications enables a carbon copy PDF of your Re-flow form to be sent with a specific subject to a designated email address.

 

 

 

Notifications Examples

 

Form Name Example

Event

Send notification when event occurs

User

Who should be notified

Message

Email Subject line

(Token tags can be used to pull through field data)

Conditions

Result

Form Name Example

Event

Send notification when event occurs

User

Who should be notified

Message

Email Subject line

(Token tags can be used to pull through field data)

Conditions

Result

Vehicle Safety Check

On Completed Form

Dashboard User
'X'

Vehicle Check Registration Owner

Any > Safety Checks → Safety Check > Contains > Defect

This notifies Dashboard User ‘X' via Email when a form is completed and contains a Defect .

Plant Safety Check

On Completed Form

Dashboard User
'X'

Plant Check Asset Code Owner

Any > Safety Checks → Safety Check > Contains > Defect

This notifies Dashboard User ‘X' via Email when a form is completed and contains a Defect .

Put On Hold

On Completed Form

Dashboard User
'X'

Put on Hold by Owner

Date

None (no conditions set)

This notifies Dashboard User ‘X' via Email when a form is completed regardless of any actions in the form.

Holiday Request

On Completed Form

Dashboard User
'X'

Holiday Total Days

Owner

None (no conditions set)

This notifies Dashboard User ‘X' via Email when a form is completed regardless of any actions in the form.

Expenses Claim

Set Form Status

Email address from relation selected in form > User > Related field: Email

Expenses PAID Date Updated

Status > Is equal to > Value > Paid

This notifies the form owner via Email when a status is changed on the form via dashboard to Paid.

Daily Work

Delete Form

Dashboard User
'X'

Form Deleted

None (no conditions set)

This notifies Dashboard User ‘X' via Email when a form is deleted regardless of any actions in the form. View Form Delete Log for full information

Daily Work

Save Form

Dashboard User
'X'

Form Saved by Owner

None (no conditions set)

This notifies Dashboard User ‘X' via Email when a form is saved regardless of any actions in the form.