Step 4: Configure the form layout
By default, the form layout includes the Recipients section and a Custom section. Beyond that, form elements and layout are very flexible, so we're going to organize this topic into subsections that reflect the available layout elements.
Let's start by adding the properties we just created to the form layout.
To add properties to the form:
- Click the Forms tab, and then click the Edit drop-down list and select Layout.
- Click the "Custom Section" text of the default custom section to modify the text to Tornado Details.
- Drag-and-drop a new Custom Section item from the Sections area so that it is below the Tornado Details section.
- Click the "Custom Section" and modify the text to Response.
- Drag the Location, Life Threatening, and Tornado Intensity Rating properties to the Tornado Details section.
- Drag the EOC Activated and Response Instructions properties to the Response section.
While it is not mandatory for a form to have any predefined recipients, it's a good practice to include likely recipients on your form, as it will improve the message sender's speed and accuracy.
To add predefined recipients to the form:
Use the search field in the recipients section to add the Operations Group and a User (here, Kelly Clarke).
With the properties and predefined recipients now in place, you can provide message senders with the ability to add attachments like maps, documents, and procedure manuals to notifications.
To add the Attachments Section to the form:
Drag Attachments from the Sections area to below the Response section in the layout designer.
When you add the Devices section to the form layout, the default setting presented to the message sender is "All Devices", meaning that notifications will target all Device Types. However, the message sender retains the ability to change the Device settings during message initiation as long as the Visibility icon (the eye) is active for that Device
To add the Devices section to a form:
Drag Devices from the Sections area to the form layout designer.
We want to predefine how the system handles various aspects of the message sending process, and then hide them from the message sender so that they can focus on the other elements of the form. (If you're not already familiar with handling options, we suggest that you review Understand notification handling options.)
To set Handling options:
- Drag-and-drop the Handling section from the Sections area to a location on the layout designer.
- To hide the section from message senders, click the Visibility icon (the eye) at the top level of the Handling section.
- Specify the options settings as follows:
- Priority: High
- Expiration: 2 Hours
- Override Device Restrictions: Enabled
- Escalation Override: Enabled
- Bypass Phone Intro: Enabled
- Require Phone Password: Disabled
- Voicemail Options: Callback Info Only
Review Your Work
When building out your communication plan forms, you'll want to review your work frequently so that you can ensure that what you're designing is exactly how you want the message sender to see it. With that in mind, click View Form to review the form layout.
Try working with the settings and see whether they're functioning as you had expected. If not, click Edit Layout to return to the form and troubleshoot any issues you've found (note that you can edit properties directly from the layout designer).