To restrict notifications to only the project owners in Upvise, you can follow these configuration steps. This ensures that only the relevant project owners receive notifications for form submissions, especially when working with databases that have numerous projects.


Steps to Restrict Notifications to Project Owners:

1. Configure Project Owners Manually:

  • Ensure that the person who should receive the notification is the "owner" of the project in Upvise.
  • For Standard Users: If you're using standard users, you must add them as owners of the project to ensure they maintain access to the project. 

2. Verify User Roles:

  • Every user involved must have a role in Upvise. This ensures that users can be properly filtered in the workflow.
  • Role Specification: Make sure that the roles are specified in the form's workflows so that the system can correctly identify the users. 

3. Enable Role-Based Workflow Restriction Setting:

  • Enable the "Restrict Workflow Role to Project" setting. This option ensures that only users with a role matching the workflow stage are considered, but filtered against the list of project owners associated with the form’s project.  
  • Forms > Options> general > Restrict Workflow role to Project

How It Works:

  • Once this setting is enabled, users identified at any workflow stage will be filtered against the list of project owners associated with the form’s project.
  • This means form notifications will be sent only to the relevant project owners or users involved in that specific project, based on the roles in the workflow.

Benefits of This Setting:

  • Minimizes Unnecessary Alerts: Only the relevant project owners receive notifications, avoiding unnecessary alerts to users not involved in the specific project.
  • Enhances Workflow Efficiency: By ensuring notifications are sent only to the appropriate people, you streamline communication and enhance overall workflow efficiency, particularly in databases with numerous projects.

By implementing these steps, you can ensure that form notifications are restricted to project owners, making the process more targeted and efficient.


See also: How do I notify someone when a form is submitted?