- ethieleAsked on October 05, 2016 at 03:38 PM
We have a large team of project managers that handle a number of cases. I hold the account permissions and have been sending the JotForm link to the PM to send out to the client (along with additional files). We would like the client to fill out the JotForm, but have the report go back to the PM rather than to our main account. Is there a widget so the client can specify which PM gets the form?
- JotForm SupportJim_RAnswered on October 05, 2016 at 07:42 PM
This is achievable by using Conditions to send Emails based on a user input.
We have a short but detailed guide on how to do this: How-to-Send-Email-Based-on-Selection
Your general workflow is to:
1. Setup multiple Email Notifications
2. Create a Condition
3. Then choose a field that will be used by that condition to send the email to the respective PM.
(e.g. A dropdown menu with a list of all PMs > IF PM 1 was selected THEN send the Email Notification for PM 1, and so on)
Give it a whirl and if you stumble upon an issue along the way, don't hesitate to get back to us so we can help.