On a form, the person field allows you to select, from a dropdown list, the name of any Dashpivot user who has been added to that team folder. This will notify them when the form hits a specific column in the workflow. We can also apply logic (permission limits) to the approval signatures using this field.
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!
Step 1: Add the Person field to the template:
Go to the template editor (you may require home folder access to do this)
Drag across a "person" field into the template
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.
Rename the field
Step 2: Set up the notification:
Navigate to the relevant workflow template (via the team folder)
Select the bell icon at the top of the appropriate workflow column
Click Person
Top Tip: Make the Person field required on the template, to ensure the email will always be sent to the specified person.
How to set up notifications:
Step 3: Apply logic to the approval signature (if required)
Go to the template editor- the template must be a workflow template
Scroll to the approval signature, hover your mouse of the field and select apply logic
Select IF "Person", equal or higher to, select "Your person field name"
How to Apply logic to Person field: