Availability
Overview
Custom forms have their own notification system integrated into the Birdview overall notification system. Therefore, before using notifications in custom forms you need to enable the overall notification system. Once you enable the overall notification system, it can be set that notifications will be sent when records are added to custom forms you create.
In this article
Notifications types
Two types of notifications are used:
- notifications sent to Birdview users or teams included in the custom form list of users,
- notifications sent to a specified email address in case a record is added by an anonymous user.
To set up notifications for users in your account, follow these steps:
- Go to Custom forms.
- + Add custom for or edit the existing one.
- Scroll down to the bottom of the layout and find the "Specify who can access this form" section.
- Click Add users or teams to open the dropdown of available users and teams.
- Select a user or team that you want to add to the custom form users list.
- Click
Edit next to this group.
- Check the "Send notification when new record is submitted" box and Apply the changes.
In addition to standard notifications, the custom form notification system in Birdview allows users to specify email addresses for receiving notifications. This feature enables the customization of notification recipients beyond predefined user lists.
Here’s how it works:
- Users can specify an email address to receive notifications during form submission. For example, you can add to your custom form the Single line text question "Provide your email address".
- The email address field can be configured as mandatory or optional based on your preference.