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Form and Field Notifications Deliver

By November 2, 2021 No Comments

Using notifications in the Aladtec Forms feature can not only improve communication but also direct the workflow. When creating and using Forms, there are two different types of notifications that can be set: Form Notifications and Field Notifications.

Form Notifications can send alerts to individuals, work groups, and access levels any time a form is submitted. Field Notifications go another layer deep and allow alerts to be sent based on choices made in specific form fields.

Form Notifications are beneficial when you need to:

  • Alert the purchasing officer about clothing and uniform order requests
  • Submit disciplinary action forms directly to HR for review in a timely manner
  • Inform finance of an expense reimbursement request

To set Form Notifications, select Settings in the upper right corner of the Form Configurator, then click on Notifications as shown below.

Field Notifications can be valuable to:

  • Use as a reminder to discard expired drugs, and reorder if needed
  • Alert a supervisor when a form requires a signature
  • Notify correct personnel to fix faulty equipment

To set Field Notifications, highlight the chosen field on a form (which include date fields, select or multi-option list fields, and member or schedule smart fields) then click the pencil icon to add notifications. Select Add Notification to select an Individual, Work Group, or Access Level as shown below.

Select Add Notification to select an Individual, Work Group, or Access Level

When a field notification has been set, a green bell appears next to the field in the Form Configurator.

When a field notification has been set, a green bell appears next to the field in the Form Configurator.

Remember that members must opt in to receive texts or emails from Form Notifications in their MyInfo page.

Remember that members must opt in to receive texts or emails from Form Notifications in their MyInfo page.

More information on Form Field Notifications can be found in the instructional video below.

For questions or additional help with Form and Field Notifications please contact our Support Team at support@aladtec.com or 888.749.5550. As always thank you for using Aladtec!

~Your Aladtec Team

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