Pulling multiple submission logs from custom forms

(Drew Nixon100) #1

Hi,

 

We currently have a question in some of our forms that asks if you'd like to receive further communications from our team (so that we can send them a bi-monthly e-newsletter). At the moment we are updating our spreadsheet manually by opening up all our active custom forms submission logs and adding in emails of those who have ticked yes.

 

I know that you can send a separate email when that question has been answered "yes" but I am wondering if there is a way of pulling multiple forms or whether I need to have a submission action or trigger on that question that sends the submission to a database?

 

I am running Matrix v5.0.3.0.

 

Any help or guidance would be greatly appreciated.

 

Regards,

Drew

(Nic Hubbard) #2

Sure, have you looked at the Submission Action screen? That has a bunch of options you will find useful.

(Drew Nixon100) #3

Hi Nic,

 

I've had a look and tried a few different options but was a bit confused. What action would you suggest would be best for my solution?

 

Regards,

Drew

(Joel Porgand) #4

Hi,

 

We currently have a question in some of our forms that asks if you'd like to receive further communications from our team (so that we can send them a bi-monthly e-newsletter). At the moment we are updating our spreadsheet manually by opening up all our active custom forms submission logs and adding in emails of those who have ticked yes.

 

I know that you can send a separate email when that question has been answered "yes" but I am wondering if there is a way of pulling multiple forms or whether I need to have a submission action or trigger on that question that sends the submission to a database?

 

I am running Matrix v5.0.3.0.

 

Any help or guidance would be greatly appreciated.

 

Regards,

Drew

 

If you're just dealing with a database then you could use the 'run database query' action to insert the subscriber details. 

 

Personally I've used the 'call REST resource' functionality to add subscribers to our mailchimp database through their API. 

 

Alternatively you could also just use an asset listing to format your submission logs as a csv that matches your existing spreadsheet format so you could just paste them across into your existing one. 

(Drew Nixon100) #5

Hi J.P,

 

Thanks for jumping in, I didn't think to try using an asset listing to format my submission logs but I will do some research and testing on your suggestions and get back to you if I have any further questions or if I can get it working.

 

Cheers.

(Drew Nixon100) #6

Hi again,

 

I haven't used databases before so I might have to get some assistance from our IT team if I can't get the asset listing to work.

 

At the moment my asset listing pages shows all the form submission from the different forms but there's no way to tell from which form they came from.

 

I have tried asset grouping by parent asset, %root_node% on the page contents along with some of the other keyword replacements but nothing works.

 

All I need is the name of the form or asset that it's pulling from.

 

Here is a screenshot of the page so far:

 

screenshot-form-submission-asset-listing
screenshot-form-submission-asset-listing.jpg756x806

 

Any help or suggestions is appreciated.

 

Thanks,

D

(Lcoltman) #7

Hey dnixon,

 

Hopefully Im understanding your issue correctly. Theres a pretty cute way you can achieve this using standard grouping keywords:

  1. Make sure you have custom grouping selected as the listing format in your asset listing or it wont work correctly regardless of how much you config it
  2. Under the custom grouping menu item for the listing, group at the top level by parent asset. Restrict by folder, direct parent only, sort by whatever variables you want and then save
  3. Edit the group format screen - Theres a neat keyword modifier you can use to get the name and asset ID of the actual form not the submission folder, due to the standard way matrix creates forms. %parent_assetid^subtract:2^as_asset:asset_name% <- This will give you the parent (the submission folder) subtracted by 2 IDs (the form ID) and then return it as the name. If you just want the ID you can use: %parent_assetid^subtract:2%

Hopefully that answers your question for grouping and I havent misunderstood what you were trying to achieve.

 

Liam

(Drew Nixon100) #8

Liam you are spot on, that is exactly what I am looking for and it's working!!

Cannot thank you enough you are a legend!

 

Regards,

Drew