How can I send different emails based on a score?

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    lrazzo
    Asked on January 18, 2018 at 03:35 PM

    I am trying to create a spiritual assessment that is for a person to evaluate where they are spiritually and then give them helpful next steps based on their score. I want to have the form show them the results as they are taking it as well as email them their results when they click submit. I have been playing with some ways to do this and have liked the show/hide for seeing their next steps on the form as they work, however, I can't seem to email those next steps as they are seen (I could be wrong about this because I'm very new to jotform). The solution I'm trying to use is to copy the different next steps into a result text box. I have created a very simple form to test it out but cannot get the fields to copy into the result text box.  Could you please let me know what I'm missing or if I'm just taking a completely wrong approach?


    Thanks so much

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    Kevin_G
    Answered on January 18, 2018 at 04:14 PM

    I have reviewed your form and I can see you have already a score calculated on the field "Worship Score", based on the result you can send them an email notification, please note that emails will be sent only when the condition is met so they will be receiving only the proper notifications. 

    This guide will help you sending the emails based on the score: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer 

    Now, I'm not sure if I understood your question about copying a field into another, but this guide will help you doing so:  https://www.jotform.com/help/286-How-to-Pass-Field-Value-to-Another-Field 

    I hope this helps. 

  • Profile Image
    lrazzo
    Answered on January 18, 2018 at 04:46 PM

    Unfortunately, I will have 5 different areas that are scored and have 3 possible next steps within those areas so it would be unwieldy for me to create one email notification per permutation. That is why I wanted to copy the next steps into a field in order to take my formatted text and be able to use it in an email that references the "Copied worship results" field. 

    I probably didn't explain it well, but on the form that I am referencing, I have created 3 text fields with different next steps. Based on the user's response, I want to copy one of those three into the "Copied worship results" long text entry field.  I followed the directions on "How to pass field value to another field", but it doesn't seem to work. I'm not sure if it is because there need to be keystrokes to do the copy, or if it is something else. If you use my form you can see what I mean. It can calculate a text response that has no formatting, but it doesn't copy the formatted information from my text field into the "Copied worship results". Is there something I need to do copy static information from a text field into a calculated large text entry field?

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    Jed_C
    Answered on January 18, 2018 at 06:00 PM

    It's not possible to copy the formatted text. You can only pass a plain string without any tags. I've tried this on my end and it works when using the "Long text element" with plain text.

    Again, the html tags and styling in the "Text" element field is not possible to pass to other fields. Would it be possible for you to use a non-formatted text?

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    lrazzo
    Answered on January 18, 2018 at 06:44 PM

    Thanks Jed_C,

    I don't think I can use unformatted text because it is fairly long and will be so ugly I don't think anyone will read it (in the email part). I'm wondering if I should create web pages and then send them the appropriate links in the email and simply use the hide/show functionality while they fill out the form and tell them to print it if they like it.


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    Kevin_G
    Answered on January 18, 2018 at 08:02 PM

    Yes, I think creating separated pages with the formatted text may work, I think you may also embed the page or a document in an iFrame code in the form and then conditionally show/hide it so your users can see and print it if they want. 

    This widget will help you displaying content in your form: https://widgets.jotform.com/widget/iframe_embed 

    This one in case you want to embed a PDF document: https://widgets.jotform.com/widget/pdf_embedder 

    This guide will help you adding the widget to your form: https://www.jotform.com/help/252-How-to-Add-a-Widget-to-Your-Form 

    I hope this helps. 

  • Profile Image
    lrazzo
    Answered on January 23, 2018 at 09:53 AM

    I realized that what I ultimately want is for the Submit to act like the Print Form button and create the exact form that I am seeing on my screen to be sent in the email. I don't know if you take suggestions for future functionality, but that would be really helpful when working in a form with a lot of show/hide conditions on them. 

    With all of your suggestions, I will be able to put together something workable, but would really love it if you had the "submit-exactly what you see on the screen to email" functionality.

    Many thanks for your help.

  • Profile Image
    aubreybourke
    Answered on January 23, 2018 at 11:30 AM

    While its not possible to show the completed form in an email. It is possible to view a submitted form with an edit link. You can add the edit link to the email.

    Instructions here:

    How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date