How to set up Form Alerts

Air Maestro allows you to set up custom alerts that appear on a user’s initial alert screen when a form is submitted.

 

To set up a form alert:

1. Go to Site Setup > Forms > Form Options. 
   
   

2. Select the tab corresponding with the Form Type
   
   
   In this example, the "Clinical Mission" Form Type is used.
   
   

3. Scroll to the Form Alert Setup pane.
   
   
4. Click on + Add New Record
   
   
   
   
5. Enter the Alert Title.
   
   
   

6. Complete the required Recipient options.

   Option		Description
   Send to users with home/touring base matching form’s base		Select whether to send form alerts to users where their home or touring base matches the submitted form’s base.
   Send to users with home department matching form’s department		Select whether to send form alerts to users where their primary department matches the submitted form’s department.
   Specific Recipients		Select the specific personnel to receive form alerts.
   Limit to access		Select whether to form alerts should only be sent to users who have access to view the form.

   
   Selecting both Send to users with home/touring base matching form/s base and Send to users with home department matching form’s department will only send form alerts to users where their home or touring base and primary department match the submitted form’s base and department.
   
   
   

7. Enter the body of the Form Alert in the Alert Text area.
   
   Custom fields can be brought into the alert body by dragging and dropping the required custom fields from the Select Custom Fields pane to the Alert Body text box.
   
   
   

8. Click on the tick  to save the alert.