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 |
---|---|---|---|---|---|
Vehicle Safety Check | On Completed Form | Dashboard User | 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 | 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 | 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 | 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 | 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 | 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. |