Send the form to different people based on conditions

  • Profile Image
    rachelbaillie
    Asked on June 05, 2017 at 09:31 AM

    This is a form for staff to book courses.  There is a section for sign off by line manager, Tim Patteson, Hazel Armstrong and finally Finance.

    Is there a way that the response goes to the line manager's email in the first instance and once he has signed it, it goes to Tim Patteson etc?

  • Profile Image
    Sven
    Answered on June 05, 2017 at 11:09 AM

    Hi, 

    You can achieve that using conditional logic. You can add a Get Form URL widget, and set the notification to go the line manager when the form is first submitted. Once the it's signed by them, you can set a condition with the following logic:

     

    IF Get page URL contains "edit"

    AND is signed by line manager

    THEN send notification to Tim Patteson.

     

    More information on using conditional logic:

    Smart-Forms-Using-Conditional-Logic

     

    Hope this helps, let us know if you need any further help.

     

    Thank you!

     

  • Profile Image
    rachelbaillie
    Answered on June 06, 2017 at 05:43 AM
    Hi Sven
    Could I ask for your help? I’ve set up my Get Form URL widgets, but they are not working. Could you perhaps take a look for me and let me know where I’ve gone wrong?!
    Thanks for your help.
    Cheers
    Rachel

    ...
  • Profile Image
    liyam
    Answered on June 06, 2017 at 07:42 AM

    Hello Rachel,

    In order to follow the line of the thread without causing confusion by responding to concerns only which has the same subject matter, I have moved your question on to a new one with a relevant title, which you can find through this link. We'll respond to your concern in a short while.

    Thanks for your patience and understanding.