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How to setup workflow notifications
Sam avatar
Written by Sam
Updated over 5 months ago

Click the bell icon at the top of a workflow column and select who'll receive an email notification when a form moves into that column. The bell icon will turn blue to signal it's active.

  • You can set up notifications for more than one column

  • The notifications will be sent even if the form moves backward into the column

  • Click the bell again to unsubscribe and the bell should turn grey again.

  • You can select multiple people to get notified in each column

  • Click the 'x' to remove someone from being notified.

  • Team Member permissions do not allow you to set up workflow notifications for others

You can choose to notify a specific person/people from the Users list or choose from the Variables options:

  • Creator: Notify the creator of the form

  • All Contributors: Notify all Dashpivot users that have been added as a contributor (your internal staff/workers)

  • All Visitors: Notify all Dashpivot users that have been added as a visitor (your external staff/workers)

If you're using a 'Person Field' in your form, check out this article for how to set up notifications using the person field

Note: Workflow notifications are unique to each team, even if the same template is used on multiple projects.

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