Create & Manage Custom Alert Forms

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

1. Sign in to the system if you have not already
2. Navigate to Settings, then select Custom Alert Forms
   
3. Click the blue plus-sign icon in the top right corner of the page below the Account button
   
4. Enter an Alert Form Name
   
   
   Note: The Alert Form Name field is required.
5. Add a Description for the form
   
   
   Note: The Description field is required.
6. Select a form type from the Form Type drop-down
   
   
   Note: The Form Type field is required.
   • Alert: Use this form for alerts
   • Poll: Use this form for polls
7. Click Add New Field to add an additional field to the form if desired
   
8. 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.
9. 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.
10. To make a specific field required on the form, check the Required checkbox that corresponds to that field if desired
    
11. Click the Trash Can icon next to a field to delete the field if desired
    
12. Click Save
    
13. The custom alert form has been added to the system

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Edit a Custom Alert Form

Important Note

• You can only edit custom Send Alert and Send Poll forms.

Instructions

1. Sign in to the system if you have not already
2. Navigate to Settings, then select Custom Alert Forms
   
3. Select the Alert or Poll Form that you wish to edit
   
4. Edit the Alert Form Name if desired
   
   
   Note: The Alert Form Name field is required.
5. Edit the Description if desired
   
   
   Note: The Description field is required.
6. Click the Form Type drop-down to change the form type if desired
   
   
   Note: The Form Type field is required.
7. Click Add New Field if you wish to add an additional field to the form
   
8. 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.
9. 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.
10. To make a specific field required on the form, check the Required checkbox that corresponds to that field if desired
    
11. Click the Trash Can icon next to a field to delete the field if desired
    
12. Click Save to save your changes 
    
13. The form has been edited

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