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Video instructions and help with filling out and completing Form 888 PDF
Instructions and Help about Form 888 PDF
Hello my name is David Schneider I work here at a lab tech as part of the tech support team and also as a training instructor for new clients and what we're going to walk through today is an instructional video on the field notifications within forms in this video we're going to configure an existing form with field notifications and we'll also review different field types that have notifications that's in the example under forms here we're going to look at the repair form now with these field notifications we can now control who is notified based on how the form is completed you still currently can send a notification based on just the initial form being submitted but now with in the fields you can specify who gets those notifications for example on this repair form you can send a notice to a mechanic or an IT person or maybe a custodian depending on what needs to be fixed under the type of equipment so we're going to set that up right now so we're going to click on the link here to edit the form configuration and now within each of these fields as you hover over and click on the little pencil you'll see in the different type of fields the options for notifications and the fields that have these new options are of the select list the multi option the date and smart fields for members and schedules and we have a couple of examples of those over here so if we look under the type of equipment and click on the little pencil here we can see the different types of options here for computer equipment and let's say you want to notify your IT guy when that particular selection is made you click on add notifications and you'll be selecting from either a workgroup an access level or in this case individuals and let's say Herbert's our IT guy we're going to click on his name so that when a computer equipment option of type is selected he will get that notification and also say with building we're going to choose a name let's say Dave is our custodian and then for the vehicle we don't want to choose our mechanic and we'll choose an individual and let's say Joe is our mechanic here in this case then we'll update this feel and now you'll see that field that has the little green bell next to it to indicate that that field does have a specific notification that can go out and you can edit those again through the little pencil and be able to remove the notification if need be or make any adjustments necessary you can also do it as part of the supervisor list here we can see a multi option list let's say we need to make sure that these people are notified if their names is selected so we can click on that field and we can.