The Alert Form template can be built out as a Custom Alert Form. You can add, remove, and rearrange form fields as desired. This article will show you how to create a custom alert form.

Important Note
Customs forms can be assigned as the default forms accessed by specific roles.

Create a Custom Alert Form

Sign in to the system if you have not already
Navigate to Settings, then select Custom Alert Forms
Click the + New Form button in the top right corner of the page
Enter an Alert Form Name and Description
Note:
The Alert Form Name and Description fields are required.
Select a Form Type from the drop-down
Note:
The Form Type field is required.
- Alert: Use this form for alerts
- Poll: Use this form for polls
Click Add New Field to add an additional field to the form if desired
Select the new field you want to add from the list if desired
Note:
The Add New Field list will auto-populate with all available fields that do not already appear on the form.
To change the position of a field on the form, drag and drop the field(s) to the desired location
Note:
Some fields are connected to others and cannot be moved independently.
To make a specific field required on the form, check the Required checkbox that corresponds to that field if desired
Click the Trash Can icon next to a field to delete the field if desired
Click Save
The custom alert form has been added to the system

Edit a Custom Alert Form

Important Note
You can only edit custom Send Alert and Send Poll forms.

Instructions

Sign in to the system if you have not already
Navigate to Settings, then select Custom Alert Forms
Select the Alert or Poll Form that you wish to edit
Edit the Alert Form Name, Description, and Form Type, as needed
Click Add New Field if you wish to add an additional field to the form
Select the new field you want to add from the list if desired
Note:
The Add New Field list will auto-populate with all available fields that do not already appear on the form.
To change the position of a field on the form, drag and drop the field(s) to the desired location
Note:
Some fields are connected to others and cannot be moved independently.
To make a specific field required on the form, check the Required checkbox that corresponds to that field if desired
Click the Trash Can icon next to a field to delete the field if desired
Click Save to save your changes
The form has been edited

Create and Use Templates Training