Email notification - show information that are specific for the users

  • thuckstep
    Asked on April 18, 2017 at 5:15 PM

    Is it possible to include additional information only found in the submission of a form?  For example, if somebody fills out a form for IT services, would it be possible only in the submission to include details for the IT Department that only they can see, maybe a check list of services that need to be performed as a result of the form submission?

  • Ian
    Replied on April 18, 2017 at 10:08 PM

    Yes, this can be achieved using Conditional Logic on form to skip/move pages base on logic rules.

    Here is the sample form that explains that you can skip and jump to slected pages based on the selection made in the initial screens

    https://form.jotform.com/53531357542959

    For more detailed explanation, please visit : 

    https://www.jotform.com/help/350-How-to-Skip-Pages-Using-Conditional-Logic

    Hope this helps.

     

     

     

  • thuckstep
    Replied on April 19, 2017 at 10:34 AM

    Can the conditional info be hidden from the end user?  In my example of using this for an IT submission, we would like directions added for IT onto the report that's sent, but not for the end user to see.  We don't need end users following our directions to solve problems themselves and get themselves deeper into trouble.

    I did think conditional logic, but wasn't sure if you could set the conditional logic to display info only in the submitted form, not on the page the end user is filling out.  Or if it displayed maybe with white text on a white background, but showed up black on the submission...

  • Ian
    Replied on April 19, 2017 at 11:42 AM

    I am really not sure what you are exactly trying to achieve.

    But I would like to mention that the conditions won't be visible to Users filling the form and the conditional logic won't be displayed on any of the page.

    A little more clarification will help us understand your concern better.

  • thuckstep
    Replied on April 19, 2017 at 12:10 PM

    Thanks for the reply...here's an example.

    We set up a computer access request form.  The end user (HR say) will fill out the form, checking boxes for each access level is needed for a new employee (i.e. VPN, Email, etc).  When each box is checked, it would be handy if we could attach instructions for the IT staff on how to add them to VPN, how to create an email account, etc.  But we want those instructions in the submission of the access request form, not visible to the user filling out the form, as that could be dangerous for them to try and create their own access levels.

  • Elton Support Team Lead
    Replied on April 19, 2017 at 1:37 PM

    That's possible.

    You can create show/hide conditions in your form. This is to show fields relevant only to the users filling the form. Guide: https://www.jotform.com/help/316-How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    If you want to hide information in the email sent to your users and for the IT staff, you can create two different email notifications in your form. Then customize each of them. Example, for users notification, you can remove all the fields that are not to be shown to them and for the IT staff, you can simply customize the message or include only the fields related to them. 

    Email notification   show information that are specific for the users Image 1 Screenshot 20

    You can also fire up the email notifications base on the user's answer.

    https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    If you need further assistance, let us know.