Use Cases Examples
Alerting the WHS Manager when there is an incident in the workplace.
Informing the HR department when an employee submits a leave request.
Notifying sales representatives when a new lead is generated from an expression of interest form.
Informing the team on a new project request.
Step-by-Step Guide: Setting up Notifications
Go to the Form Builder from the side menu and select to edit an existing design or create a new one.
Click on Form Settings.
Please note: If the user or group you require to notify are not IndyForms Administrators, add the Group and select to "View All Records" in their permissions for transparency of the records that they'll be notified about. Click "Save" for your newly added group/s to appear in the notification settings.Scroll down to Notifications. You have two options:
Notify users or groups when the form record is created, i.e., Notify Users On New Record.
Notify users or groups when the form record is submitted, i.e., Notify Users On New Record.
Click on the Save button on the Form Settings window to save your changes.
Select Publish your form design to activate your notification settings.
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