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How to set up workflow notifications using the person field
How to set up workflow notifications using the person field

Learn the benefits of using the person field for specific notifications & how to set it up in your workspace

Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

On a form, the person field allow you to select, from a dropdown list, the name of any Dashpivot user who has been added to that team folder.

When using this field in a Workflow template, you'll be able to set up a notification for the person who is selected on the form (when the form is in a particular workflow column)

This can help remove the need for users having their own individual folders for specific notifications - now they can simply be selected on the form, and only they will be notified!

Steps to set up the notification:

  1. Navigate to the relevant workflow template (via the team folder)

  2. Select the bell icon at the top of the appropriate workflow column

  3. Click Person

Regardless of where the Person field has been placed on the form, whoever has been selected when the form moves to the specified column, they will receive an email notification.

Top Tip: Make the Person field required on the template, to ensure the email will always be sent to the specified person.

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