Questions about capabilities

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    mrhaas
    Asked on January 08, 2020 at 06:03 PM

    I think I can do this but want to be sure:

    I have a drop down list "referral form" that I want to do the following:

    1. select name of person A (drop down)

    2. select name of person B (drop down)

    3. input name and email of person C (open text)

    Send different emails to each person, plus an admin, but add stored info associated with Person B (associated with name selected from drop down). This means I am sending an email that includes information stored in the form but only added to the email based on a drop down menu item.

    Said another way, this is a referral form. Person A (who fills out the form) is referring Person B (from drop down) to Person C (not from a drop down but entered in form with email). Person C gets an email that, in effect, says: Person A is referring Person B to you and Person B has the following qualifications (added to email, triggered by dropdown selection).

    Said a third way, can I store information in the form that does not show up but is associated with a drop down element selected in the form?

    Question about capabilities so not a screen example.

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    Jed_C
    Answered on January 08, 2020 at 08:43 PM

    Send different emails to each person — You can create a conditional email that will send an email template you've created based on the condition.

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

    Person A (who fills out the form) is referring Person B (from drop down) to Person C (not from a drop down but entered in form with email). Person C gets an email that, in effect, says: Person A is referring Person B to you and Person B has the following qualifications (added to email, triggered by dropdown selection). — I think this requirement would also be achieved with conditional email. Can you please check the guide above and see if that would in this workflow?

    Can I store information in the form that does not show up but is associated with a drop down element selected in the form? — To clarify, let say you have two options in dropdown. You want Option 1 to be hidden and only Option 2 be visible? Are you not going to use Option 1 and just want it to be hidden? Would you mind clarifying that workflow.

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    mrhaas
    Answered on January 09, 2020 at 12:36 AM

    I would like a set of text records (a paragraph about each person B) mapped to each name in the dropdown list for B. When person A (making a referral of person B to person C (free text entry)) submits the form, the email to C includes the email and mapped text associated with B. No one would ever see the text associated with B until it is pulled up because person B's name was selected from drop down. 

    I think the question is whether I can have a set of text entries (and how many charcters can they be) associated with a drop down list that exist in the background?

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    AndrewHag
    Answered on January 09, 2020 at 04:10 AM

    If I understood correctly, you wish to display some text for each name in the dropdown for B and display it only when the name is selected?

    Do you also which to display the text in the email notification? If yes, I would suggest you add a long text entry field for each name in the dropdown and add the text you wish to display as a default text.

    Then you can set the condition to display the respective text only when the user selects a name.

    How-to-Show-or-Hide-Fields-Base-on-User-s-Answer