This session of the Redlist Weekly Office Hours focuses on how to attach and configure automated notifications within forms. Users learn how to trigger email, push, or text alerts based on specific responses—such as identifying a broken asset—and send those notifications to individuals or employee roles. The walkthrough also includes setting up recipient groups via employee roles, using logic-based triggers like required fields or digital signatures, and customizing subject lines for clarity. These features ensure stakeholders are immediately informed when key form responses occur, enhancing responsiveness and accountability across teams.
Notification Settings on Forms (a Weekly Open Office Hours Session)
This session demonstrates how to set up automated notifications in Redlist forms.
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Written by Kristal Ruiz
Updated this week