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    Tricky question: Confirmation email to user with list of conditional items?

    Asked by createmymobile on June 03, 2012 at 09:37 PM

    I've create a mortgage application and would like the user to be presented with a list of items needed from them (tax returns, paystubs, bank statements, etc) once they've completed their submission.  However the list will be conditional, for example if the user specified in the application they receive social security income, then "copy of social security awards letter" would be added to the list.

    So is it possible for this list (which would be made up of items that are reliant on the hide/show condition based on user input) to be within the email that is sent to the user after submission?  I'm not sure how to achieve this?  I guess I will have each list item in a "free text" field with conditions attached to each one.  Then what..?

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    JotForm Support

    Answered by abajan on June 03, 2012 at 10:12 PM

    This can be achieved with a combination of show/hide and email conditions. We know the form to which you are referring ("Mortgage App") but if you could provide the lists and detail the conditions under which each of them is to be requested, we should be able to provide a solution.

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    Answered by createmymobile on June 04, 2012 at 08:52 PM

    Okay well it's a pretty big form and work-in-progress.  If you look at the very bottom (last page of form) you will see I am adding checkbox fields for each "condition" I am adding.  The first one is "2011 & 2010 Tax Returns with All Schedules (signed)".  I've set a condition for this field to hide when "FHA Streamline?" is checked.

    I figure people can just print this last page before they hit submit and they will have the checklist on paper, but I'd also like the checklist emailed to them as well.  I don't see how this will be possible, however, without creating a separate notification for every possible list combination.

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    JotForm Support

    Answered by abajan on June 04, 2012 at 09:05 PM

    Yes, I see what you mean. The number of possible combinations could well number into the hundreds which would make my solution impractical (if not downright impossible).

    I need to give this some more thought.

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    Answered by createmymobile on June 04, 2012 at 10:10 PM

    I think I might have found a solution.  It looks like if I use radio buttons instead of checkboxes, and set them to be selected by default, then this will carry over to the notification emails (while the conditions that are hidden will not).  Radio buttons work because the user won't be able to deselect them (and inadvertently removing them from the email).

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    Answered by guest_30086801988058 on January 14, 2013 at 02:52 PM

    I'm currently having a similar problem on a form we're creating for a tax service.  I've noticed that the conditionals can only result in a single email/thank you message.  We have six possible additional forms based on the selections a user makes, which would make the number of combinations pretty unmanageable.

    In an ideal world each selection of yes would prompt the user to download that form in an email and on the thank you page.  Any help/advice you could give us would be greatly appreciated.

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    JotForm Support

    Answered by Mike_T on January 14, 2013 at 03:23 PM

    I've noticed that the conditionals can only result in a single email/thank you message. 

    That is partially correct, single Email Notification can be triggered only once. However, you may have several Email Notifications on the form:

    Also, you may have several conditional Thank You URLs / Messages, but only one will be triggered.

    Please provide a link to your tax service form, then we will try to find some solution. Thank you.