This feature allows you to receive email notifications whenever a supplier has completed and submitted a form.
Table of Contents
- Requirements
- Web Portal Instructions
Requirements
Permissions: To add email alerts, you must be a Company Host with All Permissions
Settings: To create an alert for a form, the form must be created first. If there is no form created, please see Create a Generic Form or Create a Permit Form
Web Portal Instructions
Step 1
Select Editor > Select Forms > Select the 
button beside the form for which you would like to receive email alerts.
Step 2
Select Company or Site.
Company: Will notify you if a supplier fills out this form at any of the sites
Site: Will notify you if a supplier fills out this form at a particular site, by selecting the desired site from the drop down list
💡If you wish to have triggers for multiple sites, you will need to repeat this process for the desired sites
Select the Trigger Type as Form > Select 'Add global trigger to company 'xxxx'
Step 3
On the box that appears, fill in following details:
Trigger: Select from the drop down list When a user submits a form
Action: Select Send an Email
Forms Select either:
- Any Form: This is a blanket selection of all forms. If selected, you will be notified of any submissions for all forms available to your suppliers
- Specific Form: Select a specific form from the drop down list
Form Type: This will appear if you have Any Form selected. You can select a further categorisation of forms from here e.g. Asset Registration, which then it will trigger notifications for forms that only have the Asset Registration type
Email Subject: Enter the desired subject of the email notification
Recipients: You can check the Company Supervisor or Site Supervisor box to send the notification to whoever is assigned as such, or you can specify specific people in the recipients box
Once complete, select Save Changes
