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Email to a destination from a field

  • 1.  Email to a destination from a field

    Adopter
    Posted 03-08-2023 14:44

    I am new to setting up forms I have read different threads about this but I cannot seem to make it work.

    My problem is that we constantly have different emails that we need to send to I don't want to set up hundreds of destinations for them I want for the mobile user to add a email address on their mobile device and a PDF gets sent to the email address they input. Is this possible I have tried using a text field with the data type email but I am not getting the emails in the email address I input.



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    Jason Schuelke
    Safety/Superintendent
    Highmark Erectors inc.
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  • 2.  RE: Email to a destination from a field
    Best Answer

    Posted 03-08-2023 14:56

    Hi Jason,

    I hope you are doing well. My name is Varun from ProntoForms' support team. 

    You can enter the Question Unique ID under  "Emails to Extract from the Submitted Form". This option will allow you to send email to the email address which was entered in the Form.

    Please feel free to find the details on the documentation portal available at https://docs.prontoforms.com/1374411/Content/Published/217500028_EmailDataDestination.html?Highlight=email%20destination#formlabels

    Please don't hesitate to reply should you have any other questions.

    Thank you,



    ------------------------------
    Varun Raval
    Technical Analyst
    ProntoForms
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  • 3.  RE: Email to a destination from a field

    Staff
    Posted 03-08-2023 16:13

    Hi Jason,

    Several others have just tried this and it's not behaving as we were expecting it to. Our support team will be engaging with engineering to look into this further. We will update this thread when we have more information.



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    Pat Cooney
    Community Engineer
    ProntoForms
    community@prontoforms.com
    ------------------------------



  • 4.  RE: Email to a destination from a field

    Adopter
    Posted 03-08-2023 16:19

    I did set up a form this way and my test runs seemed to work fine. I am still testing it though. 



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    Jason Schuelke
    Safety/Superintendent
    Highmark Erectors inc.
    ------------------------------



  • 5.  RE: Email to a destination from a field

    Posted 03-09-2023 04:10

    Hi Jason

    Just to help confirm that Varun's approach works fine - we have used this approach for years and it works well.

    On the attached screen shot of my email destination, "SetDestinationEmail" is the question Unique ID in my Form where a customer email address is entered. This then sends an output to them on completion of the form.

    Hope this helps.

    Stephen



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    Stephen Morrison
    Business Information and Performance Director
    BCA Insulation
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  • 6.  RE: Email to a destination from a field

    Staff
    Posted 03-09-2023 09:59
    Edited by Pat Cooney 03-09-2023 10:00

    Thanks for this reply Stephen, that's great that you've been using this feature for years!

    @Jason Schuelke, I want to confirm that the issues found yesterday were a false alarm. I made a couple mistakes when setting up my test form that I totally missed when doing my troubleshooting. This just goes to show the value of having a second set of eyes to review your work when something isn't working as expected :)

    For anyone else following along on this thread, if you are setting up this feature and are getting unexpected results, check the following two settings:

    1. Make sure the data type for the question you're using to collect the email is set to the 'Email Address' data type
    2. Make sure that you are properly referencing the form label (Unique Identifier for Question in the form builder) in the email data destination that you have set up for your form

    Looking forward to hearing how this works out for you Jason, keep us in the loop :)



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    Pat Cooney
    Community Engineer
    ProntoForms
    community@prontoforms.com
    ------------------------------



  • 7.  RE: Email to a destination from a field

    Adopter
    Posted 15 days ago

    I'm wondering what I am doing wrong. We have email addresses set up in repeat tables that I am trying to extract from I am receiving the following error message:

    I'll run through my methodology below.
    The field has been set up as "text" and "email address":
    The data is populated from another field using a data source - I have double checked that the both fields are in the same repeatible section.
    The destination settings are set as shown below:
    And before I set all of this up, I completed a DREL test and got the answer I was expecting:

    So what am I missing?
    If anyone has any suggestions, it would be appreciated.
    Thanks!


    ------------------------------
    Kylie Clarke
    Contracts Manager
    Anderson Environmental Contracting
    WA
    ------------------------------



  • 8.  RE: Email to a destination from a field

    Staff
    Posted 14 days ago

    Hi Kylie,

    What's going on here is that the "Emails to Extract from the Submitted Form" box in the Email destination doesn't support DREL. What you put in that field is just the Question ID you want to pull the email address from, so in your case 'EEEmail'.

    Since the 'EEEmail' is in a repeatable section, I can confirm that if you have multiple rows in that Repeatable Section (meaning you've got multiple email addresses), the system will send an individual email to each email address in the Repeatable Section.

    Let me know if that solves it for you, Kylie.



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    Pat Cooney
    Community Engineer
    TrueContext
    community@truecontext.com
    ------------------------------



  • 9.  RE: Email to a destination from a field

    Adopter
    Posted 14 days ago

    Hi Pat - 

    Thans for responding. I don't believe that solution will work as I want Repeat Secton A to be sent to Employee A, Repeat Section B to be sent to Employee B and so forth.

    If i put the EEEmail UID in the address box, everyone in the form who has an email address in the EEEmail field will get Repeat Section A - is that correct?

    If that is the case, it's not what we want to occur.

    Any other suggestions?

    Thanks,

    Kylie



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    Kylie Clarke
    Contracts Manager
    Anderson Environmental Contracting
    WA
    ------------------------------



  • 10.  RE: Email to a destination from a field

    Staff
    Posted 14 days ago

    ahh.. I see.. that is definitely a different work flow than what I had quickly drawn up and tested.  I'll have to think on that further to see if there is a solution we might be able to come up with.

    Definitely curious to see if any of our other customers have come up with something similar.



    ------------------------------
    Pat Cooney
    Community Engineer
    TrueContext
    community@truecontext.com
    ------------------------------



  • 11.  RE: Email to a destination from a field

    Adopter
    Posted 14 days ago

    Thanks Pat - we have been working on this on and off now for about 10 months and no matter what option we try (SharePoint lists, API keys and now this) we can't find a path forward. It's been very frustrating.

    If anyone has a work around on how to do this, it would be very helpful.

    Thank you!



    ------------------------------
    Kylie Clarke
    Contracts Manager
    Anderson Environmental Contracting
    WA
    ------------------------------



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