Create Notification Distribution List
This is the area where recipient lists can be defined prior to being utilized within conditional actions.
To Create an Email and/or Push Notification Distribution List:
Within the Form Builder Application, on the right-hand side column, select the “Create Distribution List” link as shown in the figure below.
When the link is clicked the Existing Notification lists data table is displayed along with the Add New Contact form. Clicking the link will open the Define Notification Distribution Lists page like that shown in the figure below.
Select the study roles that the distribution list should apply to. Anytime the distribution list is used in a conditional action, the message will be sent to the users with the selected roles.
If the selected role is a site type role, the notifications will only go to the users at the site where the corresponding conditional action was triggered from. Admin type users will get all notices regardless of the site(s) they directly belong to.
2. Select the notification type. One or both can be selected. Push notifications will only be sent to the user or patient's mobile app if they have downloaded the app and logged in.
If the notification needs to be available for ePRO mail merge at the study sites, select the ePRO checkbox. This will allow the site users to access and manually send a notification to patients individually.
Click the “Save Distribution List” button at the bottom of the form as shown. After clicking the button the Notification Distribution List will populate the Existing Notification Distribution Lists data table at the top of the Notification Distribution Lists page as shown in the figure below.
Notification Distribution List – Editing
To Edit the Distribution List:
Click the Edit control in the Existing Notification Distribution Lists data table as shown in the figure below.
E-Mail Distribution List – Viewing the Recipients of the Distribution List
To View the Recipients of the Distribution List:
Click the Select control in the Existing E-Mail Distribution Lists Data Table as shown in the figure below.
Clicking the Select control from the Existing E-Mail Distribution Lists data table,
The E-Mail Distribution Lists Recipients will display in the E-Mail Distribution List data table located below the Add New Contact form as shown in the following figure.
Remember, for this example, the Role selected to receive the email was anyone designated as an Administrator. The Site(s) they are administrators for (set up in Study Configurations - Sites and Users) will receive the email.
Due to constraints of 3rd party email provider, Distribution lists which exceed five users will be split into groups when the email is sent out. If 75 users are set to receive a message, 50 will be on one email and 25 will be on the next. Keep this in mind if viewing the TO or CC fields on the email message - only up to 50 users will be listed in the email.
Creating Notification Conditional Action
With the Notification E-Mail and Distribution List completed, the next step is to create an Notification Conditional Action.
To create an Notification Conditional Action:
Open form in question
Clicking the View/Edit control opens the Conditional Action Builder. In the Conditional Action Builder, click the type drop-down and select Notification as shown in the figure below.
Clicking the Email Notification type displays the Email Options box in the Conditional Actions Builder. In the E-Mail Options box, click the Notification dropdown list and select the desired E-Mail to use for the Notification as shown in the figure below. The dropdown list is populated with the E-Mail(s) created using the Create Notification E-Mail application.
In the E-Mail Options box, click the Distribution List dropdown list and select the desired Distribution List to use in the Notification as shown in the figure below. The dropdown list is populated with the Distribution List(s) created using the Create Distribution List application.
Set up some sort of trigger expression that if True, send email notifications. In the example below if Informed Consent equal to Yes, then trigger email notifications to the distribution list.
After completing the Conditional Action click the “OK” button to save it and then the “SaveForm” button to save the form in the Form Builder.