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Forms Notifications

As forms move through different statuses, members will receive email notifications based on their permissions and the type of form. Email notifications prompt members to perform the required actions and provide visibility.

Project administrators can customize email notification settings for a project by controlling who receives which notifications.

Project members with Edit permission or above can customize their own email notification frequency settings for the tools they have access to.

Refer to the table in Notifications in ACC Tools and Products to access links to tool-specific Help topics.

Notifications Details

This table shows when each participant in the Forms workflow receives an email notification.

Tip: You can use the search at the top of the table to narrow down the results.
Workflow action Editors Viewers Reviewers Managers Initiator Specific member
Editors added to template
Member assigned
Section assigned
Status changed to In Review *Only if viewers can see forms before they are submitted
Status changed to Closed
Form sent back to editors *Only to the last Editor to submit or to the relevant section assignees if existing *Only if viewers can see forms before they are submitted *Only if viewers can see forms before they are submitted or on Collaborative forms
Form reopened *Only to the last Editor to submit or to the relevant section assignees if existing *Only if viewers can see forms before they are submitted *Only if viewers can see forms before they are submitted or on Collaborative forms
Member mentioned in comment
Comment added *Only if Editors can see the form when the comment is added *Only if Viewers can see the form when the comment is added *Only if Reviewers can see the form when the comment is added *Only if Managers can see the form when the comment is added
Template import failed
Forms export succeeded
Forms export failed
Note: If you use PlanGrid Field Reports and have your PlanGrid and Autodesk accounts linked, some of your email notifications settings will carry over to Forms in Build.

If you disabled the following notifications in PlanGrid, you will not receive those notifications for Build projects:

  • You are added as an editor to a new template
  • A form that you are a reviewer on was closed

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