The new Form Settings module provides an interface for automating system notifications for events and the summary page display to meet customizable rules set on a per-form basis.

This provides the ability to set notification conditions as well as adding additional messages for the system to deliver along with the notification.

Watch video: How to Set Up Automated Notifications

These are accessed through the new Form Settings icon in the left vertical menu.

For each form you can configure the Form Fields and Summary Page Tool.

And also Notifications and Integrations.

To edit form fields, click the gear icon and select View.

You will see an overview of fields for the chosen form, with circle colours indicating different field status: mandatory, optional and disabled.

Select gear icon then Update

To edit Summary Page tool settings, select the gear icon then View.

You can then customize fields for each section by selecting the gear icon then Update.

From here you can manage section settings as well as default/custom field values.

To add a custom email notification based on criteria you set, from the form settings screen for your form select Add New Configuration then select the Notifications tile.

Here you can name your notification, set conditions for the notification using the Conditions and When dropdown fields, and define what positions / job roles receive the notification.

Recipients will receive an email event summary based on your rules and optional custom messages, and receive a link to view the event in Pharmapod.

When done, click Save.

To review or edit existing notifications, go to the Form Settings index and scroll to the bottom to view your notifications.

Use the gear icon to hide for facilities, disable or delete the notification.

To edit the notification’s settings, select the arrow icon.