How can I let the user decide where the form should be sent?

  • easternlift
    Asked on November 10, 2015 at 9:31 AM

    I am looking to have a drop down box with a list of names (account managers) the user (rep) will click a drop down showing a list of account managers. The rep then clicks the appropriate account manager and the form is sent to their email. Is this possible?

  • Charlie
    Replied on November 10, 2015 at 12:10 PM

    Hi,

    Yes that is possible using conditional logic. If you would like to send specific notifications to specific email addresses based on a user input, then you can follow this guide: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection.

    If the condition wizard is not the same with the guide I shared, it is possible that you have the new wizard for the conditions. Here's how to setup it up in that case:

    1. First, create an email notification that will be sent to the managers in general.

    How can I let the user decide where the form should be sent? Image 1 Screenshot 50

    2. Now to send that specific notification based on a user input, you can use the conditional logic. First, click the "Conditions" button

    How can I let the user decide where the form should be sent? Image 2 Screenshot 61

    3. Choose "Send an email after submission"

    How can I let the user decide where the form should be sent? Image 3 Screenshot 72

    4. Here you can set the rules and the action to when to send the notification. I have a drop down field called "Account Managers", example, if  it is equal to "Manager 1" then send the notification titled "To: Manager" to the email address manager1@email.com

    How can I let the user decide where the form should be sent? Image 4 Screenshot 83

    5. You can create multiple notifications to be more specific.

     

    I hope that helps.

  • easternlift
    Replied on November 10, 2015 at 1:18 PM

    Thank you very much Charlie!

     

    This has helped out tremendously!

  • Mike_G JotForm Support
    Replied on November 10, 2015 at 3:36 PM

    On behalf of my colleague, Charlie, you are most welcome. Should you have any other questions or concerns, please feel free to contact us anytime and we will be glad to help you. Thank you.