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Forms Notification alerts
Forms Notification alerts

Create custom Forms mail alerts when someone adds a report to your project

Updated over a week ago

Short explanation:

When someone creates a report in a project and gives the report status "CLOSED", the system will distribute an e-mail alert to the recipients who are added in the alert list of that project for that specific form template.

What you need:

  • An active Forms Pro Module in CHECKD

  • Be an administrator or owner of a project

Steps:

  • Navigate to your desired project

  • Go to Project Info

  • Scroll down to FORMS notification/alerts rules

    • Select person who should receive mail alert

    • select type of Form Template that they will receive a mail for

  • Press save

How to use:

  • Open report (Works on Field and WEB)

  • Fill out report

  • Press save

  • Press the 3-dotted menu on top right

  • Select CLOSE Report

  • Now the system will distribute an e-mail with report information.

What happens when you close a report?

  • The report is locked and can't be changed.

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