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How to setup workflow notifications in Dashpivot

Learn how to set up workflow notifications for your Dashpivot templates

Sam avatar
Written by Sam
Updated yesterday

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

  • Workflow notifications can only be set for Dashpivot Contributors and Visitors. Sitemate users cannot receive workflow notifications

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