CHKM8 Developer Reference

Set Up a Basic Form Notification Matrix

Plan before creating notifications

For each workflow, write down the event, recipient, condition and expected action. This prevents every submission being emailed to every person.

Event Recipient Condition Message purpose
Routine submission Relevant admin/team inbox All valid submissions, if needed Record received
Fault found Responsible supervisor Fault answer selected Review and follow site procedure
Submitter receipt Submitter email field Valid email supplied Acknowledge receipt

Implement

  1. Open the form’s Notifications settings.
  2. Create one notification per distinct purpose.
  3. Set recipient, subject and body using merge tags.
  4. Enable conditional logic only where required.
  5. Save and test each condition independently.

Official reference: Configuring Form Notifications.