Filter a form by working group
To select who receives a form, you can apply a filter that selects only crew or cast with active deals, but you can also refine your selection by applying the workgroup filter.
Workgroups are tags that you can assign to a member of the technical team or the cast, and you can assign more than one workgroup to them.
- First, you need to create the working group in CREDIT ROLL:
- Then configure the form with this new workgroup in SETTINGS > FORMS:
- And once configured, check how the form is scheduled to be sent using the ‘Calculate next send’ link (in blue)
- If it is set up correctly (for example, to a group with just one person), this is what the app will display: the date and time of dispatch and the number of people who will receive it:
