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Email Notification for Form Data Updates

From v9.1, users can get notified through email when a form record is updated, deleted, or created for the associations with email notification enabled.

How to set the email notification for user groups:

  • Navigate to Forms.

  • Click on the spanner icon of the form you want to enable the email notification.

  • Select the custom form level to be attached -> Select the CP to which you want to attach the form.

  • Click on Enable Notification checkbox.

  • If you want the form data that is updated or created to be included in the email notification, check the Include Form Data in the Notification checkbox.

  • Select the User Group you want to receive email notifications from the Notification Recipient dropdown list.

  • Click on Attach Form.

  • Whenever the form data is created/updated/deleted, the users from the user group will get the below notifications.

Form record Created:

Form record Updated:

Form record Deleted:

  1. The Email Notification at the system level should be enabled to receive notifications.

  2. This is available for the forms attached at the Custom Form level, e.g., Participant form, visit form, etc.

  3.  The email notification includes a link to view the form data/record.

  4. In order to access the data, the user receiving the email should have read rights on the object (participant/visit/specimen) with which the form is associated.

  5. The form record/data is included in the email if the user has read rights on the object (participant/visit/specimen) with which the form is associated.

Got feedback or spotted a mistake?

Leave a comment at the end of this page or email contact@krishagni.com