Introduction to Threshold Notifications

Threshold Notifications are a powerful feature within Clevr that allow you to set specific triggers based on the data input in your forms. When thresholds are met, custom notifications are sent to the recipients you designate. This feature can help you track key metrics and stay on top of important trends in your data.

This guide walks you through the setup and configuration process, so you can start benefiting from Threshold Notifications right away.

Setting Up Threshold Notifications

Step 1: Access the Form Manager

To begin, log into Clevr and navigate to the Form Manager. Select the form where you’d like to enable Threshold Notifications. Below the existing Notification card, you’ll see a new card labeled Event Thresholds.

Step 2: Configure Threshold Fields

The next step is to determine which fields in your form will be used to trigger the notifications. To do this:

1. Click the Add button in the Threshold Fields row.
2. A menu will appear allowing you to choose form elements to use as thresholds.
3. Assign a Header Label to each field. This is how the field will appear when setting up thresholds.
4. Set the Position of the field (choose from 1-5 as a maximum of 5 fields can be selected per form).

Once your fields are selected and configured, they’ll display in the Threshold Fields table for reference.

Configuring the Thresholds

Step 3: Add a Threshold

Now that your fields are ready, it’s time to configure the thresholds. Click the Add button located in the top-right corner of the Threshold card. A configuration menu will appear where you can set the following:

1. Threshold Name: Give your threshold a clear, descriptive name.
2. Description: Provide additional context or notes about the threshold.
3. Status: Set the threshold to active or inactive depending on your needs. Inactive thresholds won’t trigger notifications, which can be useful for thresholds that are only relevant during specific times of the year.

Step 4: Set Threshold Behavior

This section determines when and how notifications are sent once the threshold is met. There are several behavior options to choose from:

• Send Immediately: A notification is sent as soon as the threshold is met.
• Send Immediately and Reset: A notification is sent, and the threshold counter resets, allowing the threshold to trigger again when it is met.
• Send Immediately and Increase the Threshold by X: After the initial notification is sent, the threshold is increased by a specified value, allowing you to track cumulative records over time.
• Send at the End of the Time Period: Notifications are sent at the end of a specified time period if the threshold was met during that period. The counter resets for each new period.

Step 5: Assign Role-Based Recipients

If your threshold is tied to specific locations, you can send notifications to role-based recipients. This option becomes available when the Group by Assigned Locations checkbox is selected. This ensures that the right person is notified based on their role within that location.

Defining Threshold Matching Criteria

This section is where you define what records qualify to trigger a threshold. Using the fields you set up earlier, select which values should be counted toward the threshold. You can apply multiple criteria with either AND or OR logic, giving you full flexibility in defining the rules for each threshold.

Setting the Time Period

The Time Period is important for determining the timeframe for your threshold. You can set thresholds to track weekly, monthly, or even yearly data, depending on the nature of the form. For thresholds configured to "Send at the end of the time period," the time period also determines when notifications will be sent.

Final Notes

Once everything is configured, your threshold becomes active and will start counting records that meet the criteria from that moment forward. Please note that previously entered records will not be counted retroactively, only those submitted after the threshold was activated.

Threshold Notifications offer a flexible and efficient way to stay informed of key events or trends happening within your data. By following the steps in this guide, you can set up notifications that match your exact needs and ensure you’re always notified when important thresholds are reached.