Open Custom Form Administration
Log in to the portal as an Admin user.
Click Admin Control Panel.
On the left menu, click Forms.
Click Custom Form Administration.
Click the Custom Form you want to configure.
The Custom Form Administration screen opens for that form.
Set Default Notification Recipients
These are the people who will receive notifications whenever this Custom Form is submitted (unless a Year Group Override applies).
In the Custom Form Administration screen, find the Send to section.
Tick the check boxes for the staff members you want to receive notification emails when the form is submitted.
In the Linked Users section, add any additional email addresses that should receive notifications:
Next to the email address field, click + Add.
Enter the email address you want to add.
A – Remove button appears next to the address once added. Click this if you need to remove that address later.
Click Save Changes.
All selected Send to staff and Linked Users will now receive notifications for this form, except where a more specific Year Group Override is configured (see below).
Send Notifications To Different Emails By School / Year Group
If you have different recipients for specific schools or year groups (for example, separate Junior and Senior teams), you can use Year Group Overrides.
These allow you to say:
“For this school/year group combination, send the notification to these people instead of the default recipients.”
Create A Year Group Override
In Custom Form Administration for the form, find the Year Group Overrides section.
Click + Add.
Select the School and Year Group(s) the override should apply to.
In the Send To (override) area:
Choose the staff types or specific staff members who should receive notifications for these schools/year groups.
In the Linked Users area:
Add any additional email addresses that should also receive notifications for these selected schools/year groups.
Click ✓ Done.
Click Save Changes.
From now on, for submissions made by students in the selected school/year groups, notifications will be sent only to the recipients defined in that override.
How Year Group Overrides Work
You can create multiple Year Group Overrides for the same form (for example, one for each school or phase).
A Year Group Override takes priority over the main/default recipients:
If an override exists for a student’s school/year, notifications are sent only to the emails in that override.
The main Send to / Linked Users settings are used for all other students where no override exists.
If no Custom Form Submission Overrides are set up:
Notifications for that form are sent to the default email configured for your portal.
To confirm or change the default email address:
Raise a new case online.
Reference the title of this article: “Set up Custom Form Submissions”.
Include:
The current default email address, and
The new email address it should be changed to.