Form submission action assistance

#1

Hi Guys,

 

  1. Running 4.18.0
  2. Creating a standard form

 

hi guys I have a standard form where by I would like to use form actions on specific options in a select.

basically

 

- If user selects no - on submission send email receipt with custom message

- if user selects yes - on submission send email receipt with custom message

 

I can get actions to work however it only sends whats defined in the recipient receipt on the email options screens.

 

any help would be be appreciated

 

 

(Nic Hubbard) #2

Checkout the Selective Emails screen. You can send it to different emails based on the answer to one of the questions. Then just setup the receipt and recipient emails to send to your different users.

#3

Hey Nic,

 

This might be a rookie error here - I've set up the selective emails and they are all good.

however  how do you different reciept email options.

 

the content sent to the recipient for the yes/ no options is really different however there is only one bodycopy for  the email options.

 

 

sorry if this seems noobie

(Nic Hubbard) #4

however  how do you different reciept email options.

 

the content sent to the recipient for the yes/ no options is really different however there is only one bodycopy for  the email options.

 

 

If you are only using two emails total, just use the Recipient email for one, and the Receipt email for the other. Do you need to send more than two?

#5

Oh - derr! I always just used the recipient for the internal emails and the reciept for the person submitting -

That would work! As I can set multiple recipients there.


If the manager ticks no - the staff members gets the sorry email and it also goes to HR. If they pick yes the message changes and a copy still goes to HR.


I can use the keywords for the email questions in the the selective emails ?



Thanks Nic - my brain seriously wasn’t thinking outside the box

#6

Hey Nic,

 

Keywords don't seem to be working in the selective email rule options any ideas?

 

I've removed the email addresses off the email formations on the  email options screen ( as it was sending double reciepts)

(Nic Hubbard) #7

Hey Nic,

 

The recipet email format, ont he email options screen,  sends no mater what even when the selective email rules are applied to specific questions options.

 

any ideas?

 

Instead, setup a Submission Action to send an email, then use a keyword modifier on your question keyword to check for a specific value, e.g.:

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

Then setup a second action with the response option.

#8

Thanks Nic, I initially had submisison actions firing! everything was going.

#9

you sure nic you can't use something like %globals_response_840278_840278:q2% in the selective emails?

(Nic Hubbard) #10

Did you try it? I don't think that is a correct keyword format for custom forms.

#11

no it didn't work!,

don't worry we just used a generic email ( rather than two)  and printed the keyword reponse in the reciepient email. Much easier solution!

#12

Hey guys, the response form keyword was working in the selective emails. I just had a comma rather than a semicolon to separate the email addresses. Thanks to the awesome eyes of a colleague!

example

Send a Recipient email to %response_95823_q6%;joeblogs@gmail.com
Thanks guys so much for helping!