Suggestion for conditional email setting for notifications

  • pberlowe
    Asked on February 24, 2017 at 10:41 AM

    It would be great if there was an option under the conditional email settings to have only NEW entries go out as notifications, not each and every edit. (love that feature with the regular email notifications, but I use the conditions quite a bit to sort out submissions and get them to the people who need to see them.)

    Love your product!

    Tricia Berlowe

    Jotform Thread 1075331 Screenshot
  • Nik_C
    Replied on February 24, 2017 at 12:29 PM

    Hello Tricia,

    Thank you for your suggestion and nice words!

    We can submit this as a feature request, but let's just check the workflow first so it clear for us.

    How are the new entries coming to your form? Is it when you're editing the submission and you fill some new fields? Or is it when your submitters are editing the form and they fill new fields you want them to receive an email with only new fields information?

    Or is it something else?

    We'll wait for your response.

    Thank you!

  • pberlowe
    Replied on February 24, 2017 at 1:46 PM
    Wow, what a quick response!
    I am using jotform to collect proposals for classes that we offer through lifelong learning at our local community college. These are non-credit classes, so don’t need the vetting of more formal credit classes.
    Instructors are driven to a link on our webpage to fill out the original proposal form. As part of their proposal, they use a drop down list to indicate the topic area (art, history, science….). I have volunteers who sort through each topic area, follow up with potential instructors, so I want each proposal sorted out and emailed automatically to the correct volunteer. Your Settings/Conditions works perfectly for that.
    Then, I might go in and correct spelling errors, grammar in the proposals (in the same fields that were already entered into), and add more information in new fields (like final room assignments), which I all do in the same form, with some fields hidden from the instructors. Right now each time I go in and edit something, the volunteer in that topic area gets another email with the edited proposal. (Fyi – I created all these if/then emails before your upgrades.)
    I would like to have the if/then automatic notification emails be restricted to just the original submission, not each subsequent edit. (But I can see your question – some might WANT to have subsequent edits emailed out again.)
    Thanks,
    Tricia
    ...
  • Nik_C
    Replied on February 24, 2017 at 2:31 PM

    Hello Tricia,

    Thank you for the detailed explanation, I understand what you would like to have, something like this:

    Suggestion for conditional email setting for notifications Image 1 Screenshot 20

    So, send specified Notifier but with fields that are updated only, right?

    Probably it would be possible to send an email if certain field is updated, but I'm not sure if it will be possible to dynamically create a Notifier with only those fields. Since that's what you would like if I'm not mistaken? 

    What could be a solution as well is that there is a condition that will, when submit button is clicked, hide all fields from the form that are not updated?

    Please let us know your thoughts.

    Thank you!

  • pberlowe
    Replied on February 24, 2017 at 6:46 PM
    What I actually want is to stop automatic if/then notifications when there are edits/updates/changes. It generates too many emails as I am editing…
    For your straight up notifications, under settings/advanced, you allow us to say “send on edit” = “No” for ordinary email notifications, so the teacher (initiator) doesn’t get notified each time I enter an edit.
    [cid:image002.png@01D28EB5.A339E1B0]
    However, in your “conditions” section for notifications, I don’t have the option of saying “No” to “send on edit”, so each time I edit, the recipients get another email.
    [cid:image004.png@01D28EB5.A339E1B0]
    I am just wishing for an opt out “send on edit” under Conditions.
    AH HA!!!!!!!!!!!
    If I set email/notifications to “Send on Edit” to “NO” it appears that under my conditional emails, that same selection is applying. NEVERMIND!!
    Thanks,
    Tricia
    ...
  • Elton Support Team Lead
    Replied on February 25, 2017 at 1:04 AM

    That's right Tricia. You just have to set its "Send on Edit" to NO in the advanced tab of your notifications. So every time the form is edited, notifications with disabled send on edit won't be sent. 

    Suggestion for conditional email setting for notifications Image 1 Screenshot 20