On a form, the person field allows you to select, from a dropdown list, the name of any Dashpivot user who has been added to that team folder. This will notify them when the form hits a specific column in the workflow. We can also apply logic (permission limits) to the approval signatures using this field.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Workflow automation
Device Type: Computer/Browser
Subscription: Dashpivot
Step-by-Step Instructions
Step 1: Add the Person field to the template
Go to the template editor (you may require home folder access to do this)
Drag across a "person" field into the template
Regardless of where the Person field has been placed on the form, whoever has been selected when the form moves to the specified column, they will receive an email notification.
Rename the field
Step 2: Set up the notification
Navigate to the relevant workflow template (via the team folder)
Select the bell icon at the top of the appropriate workflow column
Click Person
Top Tip: Make the Person field required on the template, to ensure the email will always be sent to the specified person.
Apply logic to the approval signature (if required)
Step-by-Step Instructions
Go to the template editor- the template must be a workflow template
Scroll to the approval signature, hover your mouse of the field and select apply logic
Select IF "Person", equal or higher to, select "Your person field name"