Notify Staff of New Need Type Providers
You can set a daily email to send to staff when someone creates new Need Type Providers.
- In the navigation menu, click .
- Select the Approve Providers view.
- From the Actions menu, select Notification.
- For items to watch, ensure the options Contents of view: Approve Providers are selected.
- For notifications, select Select group members. Then, from the drop-down list, select the User Group of people who can approve providers.
- For frequency, select Create new schedule. Then, select Daily/Weekly and set the day(s) and time you want.
- Click Save.
For more about scheduled emails like this, see Notifications for Views, Selections, & Records.