FORM: emails contain only certain labled items

  • Profile Image
    PhoenixSecurity
    Asked on August 24, 2016 at 08:45 PM

    I was wondering if I could create a form that would be (for instance) one page.

    The person filling the form (employee) labels inputs, such as Client A, Client B, so on...completes the form and submits. The email would result in Client A only recieving Client A inputs and Client B only recieving Client B inputs.

     

    Example

    08/24/16 REPORT

    16:30 CLIENT A   arrived at location and checked the water pump pressure. Within paprmeters

    16:45 CLIENT B   arrived on property and locked gate. No other problems to report

    17:05 CLIENT B   called back to property to assist with a lock out on room 1234. Issue resolved.

    17:32 CLIENT A   unlocked gate 5 on request of John Smith. No other activity

    SUBMIT BUTTON

     

    Client A now recieves an email which would display only:

    16:30 CLIENT A   arrived at location and checked the water pump pressure. Within paprmeters

    17:32 CLIENT A   unlocked gate 5 on request of John Smith. No other activity

     

    Client B would recieve an emila only showing entries related to Client B. 

     

    I was thinking in the example, the client selection would be a drop down selection box or something of that nature. Just unsure about the back end of the resulting email "cherry picking" the information.  Thanks

  • Profile Image
    jonathan
    Answered on August 24, 2016 at 11:28 PM

    You can achieve this using the Conditional E-mail feature of the form.

    Check the user guide on how to here: How-to-Send-Email-Based-on-Selection

    You can create multiple email template, and then use condition logic to send the approriat email to the target recipient base on the response/answer on the form.

    Let us know how we can be of further assistance.

    Regards,