Help Center/CollegiateLink Documentation/Forms

Submission Notification Settings

Ryan O'Connell
posted this on September 26, 2011 09:57 am

As the creator of a form or registration, you have several options to add or remove users to the form or registration you’ve created. 

  • Users can be added to an access list, which allows the user access to forms and registrations that are submitted. 
  • Users can be added to a notification list, which sends an email any time a submission is received. 
  • Additionally, users can be added as reviewers, which allows them to recommend approval or denial of the submission and comment on the submission.

Only users with appropriate permissions (Forms View/Full or Registrations View/Full) will be able to interact with the submissions.

 

To access these options, navigate to the properties section of the Form or Registration.
  

To add users to the Access List:

 access_list.JPG

 

2. Click the “Access List” tab.

3. Using the table on the right of the page you can add users to the access list.

4. Using the list on the left of the page you can remove user (including yourself) from the access list.

 access_list_names.JPG

To add users to Notifications:

1. Click the "Notifications" tab.

 notifications.JPG

2. Using the table on the right of the page you can add users to the notification recipient list.

3. Using the list on the left of the page you can remove users (including yourself) from the recipient list.

 Name_capture.JPG

** Notifications will be sent first through the internal notification system and then through e-mail if the user has the appropriate notification settings selected.**

The message reads:

{User} submitted a form for {Form name} on {Date of submission} at {Time of submission}. If you have the appropriate levels of permission you may review and process the submission at: {URL for review}.

If you believe that you should have permission to review and process the form but cannot reach it, or if you have received this message in error please contact the administrator of the system.

To manage reviewers for your form submission:

reviewer.JPG

1. Click “Reviewers” to indicate what other individuals need to review the form prior to approval.

2. Search for the appropriate individual by name.

3. Click the green plus sign to the left of each individual to add them as Reviewers for this form.

4. Once all Reviewers have been added, check the box to the right of each individual you’d like to notify of their role and click “Notify Selected”.