Notifications can be sent to stakeholders identified in the workflow to alert them to action needed or other key stages of the workflow. Notifications are behaviors assigned to paths within a workflow.

Note: Notifications can only be tested by publishing the form then submitting a test instance of the form. Workflow behavior commands (such as the Notify command) are only executed when a form instance is submitted. See the Adding Workflow and Adding Behaviors topics for more information on these views in the Form Designer.

When a user has been notified, the instance is shown on their PerfectForms™ Dashboard page in the Attention Needed graph. A notification can also be sent via e-mail. The notification on the Dashboard view is automatic but notification by e-mail is optional. A notification can include data extracted from the individual form instance that it refers to. It may also include a level of attention to indicate the urgency. Instances that include an attention level of Normal or above will be seen on the Dashboard in the color-coded My Attention Levels graph. Notifications can be purposefully delayed to act as a reminder or they can be delayed and sent to another person or group to act as an escalation.

Interactive Example

For a demonstration of the notification behavior, see the Allowing a Form User to Save Then Submit Later topic (available only in the online version of this  help guide).

The following topics are discussed in this section:

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?notifications.htm
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