Form E-mails: Form automation

  • Profile Image
    Phillip Neho 
    Asked on May 20, 2018 at 08:27 PM

    Good morning,

    I am just wanting to know if it is possible for us to do the following;

    Share a link to a form

    The form is filled out by a candidate to indicate their name, the position they have applied for, their referee names and email addresses

    The candidate completes/submits the form

    Another form is automatically send to each of the referees prompting them to fill out an online reference check form.

    The referee completes/submits the form

    A notification is sent to a specific person that the reference has been completed (ideally including a PDF of the responses).

  • Profile Image
    gizem
    Answered on May 21, 2018 at 04:21 AM

    1. You can set up autoresponder e-mails on your forms and select an e-mail field as 'Recipient Email'.

    1526888496Screen Shot 2018-05-21 at 10.4

     Then, modify your autoresponder e-mail template and paste your other form URL in it.

    1526888827Screen Shot 2018-05-21 at 10.4

    Setting up an Autoresponder Email

    Explanation of Email Notification and Autoresponder Settings

    2. You can turn on the 'PDF Attachment' option from the autoresponder e-mail advanced settings: 

    1526890212Screen Shot 2018-05-21 at 11.0

    3. Also, you can prepopulate a form from another form's data. Here is the related user guide:

    How to Automatically Pass Form Data to Another Form


    Give it a try. Let us know if you encounter any problems.