How Do I Set Up a Scheduled Form?

This article explains how to create and configure a Scheduled Form in the Corfix web portal.

🛠️ Steps to Set Up a Scheduled Form

1. Navigate to Forms

   • From the side navigation panel, click Forms.

   • Select the All Forms subtab.

2. Open Scheduled Forms

   • At the top right of the page, click the Scheduled Forms button.

3. Add a New Schedule

   • On the Scheduled Forms page, click the Add button.

4. Configure the Scheduled Form
   In the setup module, complete the following fields:

   • Template – Choose the Form you would like the Worker to complete.

   • Due Date – Select when this Form should appear as due for the Worker.

   • Assigned Worker – Select which Worker should complete the Form.

   • Associated Project (optional) – Choose the Project the Form should be tied to.

     • Note: If no Project is selected, the Worker will choose one when completing the Form.

   • Recurrence (optional) – Choose how often the Worker should complete this Form.

     • Leave blank if this is a one-time Form.

     • If you’d like the Form to repeat, specify how often it should recur.

5. Save the Scheduled Form

   • Click Save to finalize.

🧪 Expected Result

The Form will now be scheduled, and the assigned Worker(s) will receive a notification 4 hours before the due date & time.