Send an HCMS Notification

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Users creating and updating HCMS content can send notifications to users who have subscribed to the relevant categories.

Important Notes

Instructions

  1. Make sure you have a Subscription List set up in Notifications with the applicable categories selected for the HCMS Notifications subscription list with HCMS Category selected.

  2. Create a Form

  3. Navigate to the Builder tab Builder tab on a form.

  4. Add a Switch Element and fill out the fields Switch Element Fields.

    • Label: This is what will be displayed to the form users

    • Default On: Choose whether or not to have the switch toggled on by default

    • Required: Make the field required for submission

    • Read Only: Set the field to "read-only" for the user submitting the form

    • Show Conditionally: This option is used when you want the element to only be shown under a certain condition

  5. Click SaveSave builder.

  6. On the Workflow tab, add an HCMS Submission Event HCMS Submission Event Type.

  7. Select the Switch element you just created from the Notification Element drop-down Notification Element field.

  8. Select the same HCMS Categories as the ones on your Subscription List in step 1 HCMS Categories.

  9. Click SaveSave builder.

  10. The form will now have a toggle option to send users notifications when a form with an HCMS integration is submitted or updated Send a notification toggle on a form.

    Note: Only users who are subscribed to the notification list for the specified HCMS category will receive notifications.

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