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Notifying Coworkers When a Job, Submission, or Placement is Added or Edited

Overview

This article explains how to use an internal distribution list to send notifications to users when a job, submission, or placement record is added or edited.

Steps

1. Click + Add at the top of the screen, then select Distribution List.
2. Enter a name for your distribution list and set the Type drop-down to Internal.
3. Enter the users you want to include in the Members field.
4. Save.
5. To send a notification to these users, enter the name of the distribution list into the Distribution List field on the Add / Edit screen for a job, placement or submission.
   • To notify individual users, use the Internal User field.
     
   
6. When you save the record, the users on the distribution list will receive an email notification.
   • Job
     
   • Submission
     
   • Placement
     

Making the Notification Field Default to an Internal Distribution List

For jobs, submissions, and placements you can create an internal distribution list that will auto-populate to the notification field each time a record is added or edited.

1. Start by adding the Distribution List using the + Add button.
2. Set the Type to one of the following, depending on which record type you want this to populate for:
   • Internal - Job
   • Internal - Submission
   • Internal - Placement
     
     
3. Add the internal users to the Members field and save.
   

What if I have two distribution lists of the same type?

Only one distribution list will auto-populate in the notification field. If you create two distribution lists of the same type, such as:

• List 1 - Type: Internal - Submission
• List 2 - Type: Internal - Submission

Then the system will default to the first distribution list created. If you change List 1 to a different type, then List 2 will automatically take the previous list's place for all future Submissions.

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Related

• How do I Create a Distribution List?