You can assign a distribution list to workflow statuses within a form template at the business unit level. When the form template is assigned to any project, the form will include that distribution list. This is a list of people who receive an email with a PDF of a form when a workflow status has changed on the form.

1. Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
2. Select Business Setup > Standards And Templates > Business Form Templates > Configure Form Templates.
3. (Optional) In the Configure Form Templates screen, use the Search tab to find the form template to which you want to assign a distribution list. Enter criteria in the search fields, and click Search.
4. In the grid, right-click on the form template, and click Distribution List.
5. In the Distribution List window, in the Distribution List column, click , and then click Add Distribution List.
6. In the Please select a status field on the Add Distribution Lists window, click one or more statuses to which you want to assign the distribution list, and click Close.
7. (Optional) Use the Search field to find the distribution list you want to assign to the status, and click Search.
8. In the Distribution List grid, select one or more distributions lists to assign. Click Save.
9. Repeat steps 5 through 8 until all statuses have been assigned one or more distribution lists.
10. (Optional) Next to each status, select check boxes to send a PDF of the form to additional recipients:
    • Notify Issued By Person
    • Notify Issued By Organisation
    • Notify Issued To Organization
11. Click Close.