Workflow notifications in Dashpivot Web allow you to select users or user groups who receive an email notification when a form moves into a specific workflow column. This feature helps teams stay informed as forms progress through workflows and ensures the right people receive updates at the right stage.
Prerequisites
Before you begin make sure you have the following:
Plan: Active Dashpivot Web plan
Permission: Org Controller or Project Admin
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Open the workflow template you want to update.
Locate the workflow column where notifications are required.
Select the bell icon at the top of the workflow column. The bell icon will turn blue to signal it's active.
Select the user or group who should receive an email notification when a form enters the column.
You can choose to select who should be notified by email when a form enters this workflow
You can choose to select to send an email to someone who should receive a PDF version of the form when it enters this workflow column
Repeat these steps for other workflow columns as needed.
To stop notifications, select the bell icon again and remove the selected user or group using the ×.
Notes
The bell icon turns blue when notifications are active and grey when notifications are removed.
Notifications can be set for more than one workflow column.
Notifications are sent when a form moves into a column, including when it moves backward.
Multiple users or groups can be selected for each workflow column.
FAQ
Who can receive workflow notifications?
You can select:
Creator (the user who created the form)
All Contributors (all internal users added as contributors)
All Visitors (all external users added as visitors)
Who can configure workflow notifications?
Only users with Org Controller or Project Admin permissions can set up or change workflow notifications. Team Members cannot configure these settings.
Can all users receive notifications?
Notifications can only be sent to Dashpivot Contributors and Visitors. Sitemate users cannot receive them, and recipients cannot configure notification settings.
Can I use a Person field for notifications?
Yes, you can use a Person field in the form to send targeted notifications.
What happens when I open a workflow notification email?
Opening a workflow notification email link opens the exact form in Dashpivot instantly, with no additional navigation required.
