Adding Alerts to Forms
Looking for immediate answers to how well your product is performing out in the field?
Form alerts are set up through the Alert button option at the beginning of the Form. In creating an alert, a back-office user must specify the email’s subject and identify recipients.
1. Click on Templates, choose the Forms, and pick the form you want to add an Alert to.
2. Click on Alerts, and a new screen with the alerts will appear.
3. Click on the "Create Alert" button.
4. Select a name for your alert and specify the recipients, who should be your back office users. The alert title can be customized to your preference. After providing the required information, click on "Save" to create your new alert.
When the form input matches the desired criterion, an alert is triggered and sent to the assigned e-mail recipients directly linked to a form in question.
Alert that must match all criteria.
To set up an alert that must match multiple criteria, you can create one alert with multiple questions.
In this example, both the answer to "Straightened shelves during the visit" must be "Yes" and "What aisle is our product in" must be "2". Only then will an alert be sent. If the answer to "What aisle is our product in" is "2" and the answer "Straightened shelves during the visit" is "Yes."