Routing Prestart Submissions to Specific Job Docket Recipients

Basic Information or Requirement

Before configuring automatic prestart routing, ensure you have:

• Administrative or Managerial access to both Jobs and Form Templates.
• An existing Prestart Form Template set up in your system.

Step 1: Add Docket Recipients to the Job

1. Navigate to the Jobs module.
2. Select the specific job you wish to configure.
3. Locate the Docket Recipients section under the job details.
4. Add the email address of the nominated user who should receive notification when a prestart is submitted.
5. Save the job settings.

Step 2: Configure the Prestart Form Template

1. Navigate to Form Templates and open your Prestart Template in edit mode.
2. Add a Job field to the template.
3. Set the prefill option to: Forms.Linked Job ID
4. Mark the field as Hidden.
5. Add a Long Text field to the template (e.g., name it Docket Recipients or Recipients).
6. Edit the Long Text field settings:

• Enable Prefill.
• Mark as Hidden.
• Set source to Copy value from field and select Job.
• Under Entity Metadata Key Name, select Docket Recipients.

7. Save the field configuration.

Step 3: Configure template mail section

1. In the Form Templates editor for your Prestart Template, navigate to the Mail tab.
2. Click Edit on the mail settings
3. Under Form Text Input - Mail To, select the newly created Docket Recipients field from the dropdown
4. Click Save to apply the mail routing changes