Automated Form Alerts and Actions

You have the ability to create an automated alert or an action underlying relevant questions on your form as required. 

For example, if a vehicle check was being completed and there was an option created via the Form Builder asking whether a WOF is due, if the option 'Yes' was chosen, an alert can be set up to email the companies' fleet manager, and an action can be created for the employee in charge of booking WOF's that will email alert them as well as appear on their dashboard/app to be completed. 

To create an automated alert or action, click on Forms/Templates, 'View' the relevant form template, then click on the Alerts tab, then 'Create Alert', and then select whether you want to generate an alert and/or an action. It will expand for further fields as required. 

With alerts, you can sent them to custom email addresses as well as internal users, but actions must be assigned to a specific employee. 

Please note that fields with a red asterisk are mandatory. 

These can be viewed, edited, or deleted at a later stage as required by those with the Forms: Manage authorities. 

If you would like a completed for PDF to be able to be downloaded via the Engage app, you can click here to learn more. 

If you have any other queries regarding Forms or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.