Work-in-progress Notifications

Overview

This notification type can be used for sending email alerts when the status of a work-in-progress you are monitoring has changed.

Setting up the notification

To set this notification up or to modify it, go to the Manage Work In Progress table > Options > Notifications.

On the Notifications page, under the Actions menu, choose Email Notifications, then For Work-in-progress.

In the popup modal, choose the Status Change option, then click the Continue button.

On the next page, choose the Trigger Status. Multiple statuses can be chosen, and the app will trigger an email for each of them.

To change what options are available under the Trigger Status, go to the Data Capture page, and select, Work In Progress Update.

Set the first row like so:

Back on the Notifications page, choose who should receive the email notifications.

• You can choose team members.
• You can enter the email addresses, under the “The following email addresses” section, if the recipients are the same for all the WIP records.
• If the recipients are different for specific WIP records, then you need to have their emails recorded on the WIP’s record. To do so, you need a Data Capture field with the Answer Type set to either “Email”, “Select” or “Hidden”. For “Select” or “Hidden” Answer Types, specify the email address in the Options section of the Data Capture settings. The “Hidden” Answer Type, can only have one email address, whereas the “Select” can have multiple emails defined, but only one will be chosen when filling out the forms.

Compose the message. Use the placeholders if necessary.

If the recipients of the emails are also users of the app, you can have the app create to-do tasks automatically whenever the emails are issued.

Modifying the notification

From the Notifications page, go to the Notifications table.

Find the notification you want to modify.

Under the Actions column, go to Edit.

To pause the notification, change its status to Inactive.