Original Message:
Sent: 01-19-2024 10:07
From: Caitlin Thursfield
Subject: Sending a form to a certain destination depending on form answers
Hi David,
Thank you for all of this, it's incredibly helpful.
The filter rules and the example you've described should work perfectly for the form I'm working on, so thank you!
Best,
------------------------------
Caitlin Thursfield
Technical Author
Environmental Monitoring Solutions
Original Message:
Sent: 01-19-2024 09:49
From: David Casal Del Castillo
Subject: Sending a form to a certain destination depending on form answers
Hey Caitlin,
Thank you for sending your question to us! I have included some links to articles in our documentation page below and would recommend you have a look at those when you have some time, to find out more about the capabilities of our data destinations.
What you described is certainly possible through the configuration of our Email Data Destination. All of our native data destination connectors will give you the ability to configure filtering criteria and establish this type of behavior. In our documentation page article Creating and Managing Data Destinations you can learn more about how to configure this functionality.
You would configure the email data destination with a filter specifying that, when a specific question is answered in a specific manner, the data destination will execute and send an email to every address included in the Email Recipients section of the Email Headers tab. In your example (bear in mind that I don't exactly know the question labels in your form so this description might not exactly match your scenario) you would enter something along the lines of %a[YesNoQuestion] under the Input Expression section and then Yes in the Filter Expression, meaning that the data destination will executive whenever the YesNoQuestion is answered with Yes. The data destination's process will be skipped if the answer to that question is anything other than Yes.
Keep in mind that you can have multiple data destinations connected to one form, allowing you to send notifications and data to each one when the correct criteria is met.
Let us know if you would like to discuss further!
Best regards,
------------------------------
David Casal Del Castillo
Manager, Customer Success
TrueContext
Ottawa
Original Message:
Sent: 01-19-2024 06:37
From: Caitlin Thursfield
Subject: Sending a form to a certain destination depending on form answers
Hi everyone,
I had a question about submitting forms and their destinations.
Is there a way to send a form to a certain destination, like an email, depending on what answers have previously been given.
For example, could I have a yes/no question where, if the user answers "yes", the form is submitted normally and is also sent to a certain email. If the user answers "no" the form is submitted normally but isn't sent to that email.
Thanks for any help!
------------------------------
Caitlin Thursfield
Technical Author
Environmental Monitoring Solutions
------------------------------