Custom Form - multiple emails required


(M L Sanders) #1

Hi All

I need to create a complex form with several sections. Each section requires its own rules with a custom email sent based on the response to the question(s).

 

And here's the problem: the email can only contain the information from the specific section!

 

So I know that I can use custom rules to specify a new email address.....but that doesn't allow me to specify the contents of the email.

It DOES let me choose to send a recipient, receipt or 'send to friend' email, but the contents of these have to be defined 'per form', not 'per section'.

 

Is there any way to achieve this short of creating multiple forms (probably not acceptable)?

 

thanks

 

mark


(Nic Hubbard) #2

If only the "Step Actions" feature included more than the SOAP action...

 

I have you looked into Submission Actions? This, combined with keyword modifiers might be what you need.


(Joel Porgand) #3

when a page on a multi-page form is submitted the "current_page" attribute is updated

 

You could look at building a trigger to send emails based on this. 


(M L Sanders) #4

If only the "Step Actions" feature included more than the SOAP action...

 

I have you looked into Submission Actions? This, combined with keyword modifiers might be what you need.

 

Thanks, Nic. There seems to be no built-in way, however, of making a submission action conditional on the values supplied within the form, which is what I need.

 

when a page on a multi-page form is submitted the "current_page" attribute is updated

 

You could look at building a trigger to send emails based on this. 

 

This looks interesting, but I must be too stupid to work out how to catch this in a trigger - as I can't find a 'current_page' attribute attached to any of the Form type trigger events. 

Can you expand a little?

 

thanks both...


(Nic Hubbard) #5

 

Thanks, Nic. There seems to be no built-in way, however, of making a submission action conditional on the values supplied within the form, which is what I need.

 

 

Have you looked at "Selective Emails"? That allows you to send emails conditionally based on responses to questions.

 

Or, as I mentioned, you can use the Submission Actions "Send Email" action, along with keyword modifiers on field answer keywords to check if they are a certain value, and if they are, then supply an email address. E.g. :

%response_123486_q29^eq:Male:someemail@test.com%

So, this would check if question 123486_q29 had the response of "Male", if so, send it to someemail@test.com. If it doesn't match that, there will be no email printed, so it won't send.


(Joel Porgand) #6

 

This looks interesting, but I must be too stupid to work out how to catch this in a trigger - as I can't find a 'current_page' attribute attached to any of the Form type trigger events. 

Can you expand a little?

 

 

Use a trigger asset, with "attributes changed" as the triggering event. Then add an "attribute changed" condition and select the "Form Submission" type - see screenshot. 

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