Can forms be sent to a specific team?

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    sharikoch
    Asked on October 14, 2016 at 11:54 AM

    I am a volunteer coordinator for a hospice.  We have 4 teams with 4 different volunteer coordinators.  We all use the same volunteer visit form.  Is there a way to create the form and then have the volunteer pick which volunteer coordinator the form needs to be delivered to?

    Thanks!

    Shari

  • Profile Image
    Jan
    Answered on October 14, 2016 at 01:32 PM

    It is possible to redirect the email notification to a different email address based on the selected answer by creating a Change Email Recipient condition. Here's a guide:

    1. Create a Radio button field that will be used for the condition.

    2. Click the "Condition" button in the toolbar.

    3. Choose the "Change Email Recipient" condition.

    4. Create a condition wherein if the Coordinator 1 is selected, the notification will be sent to the assigned email recipient.

    5. Create a condition for the other option as well.

    Related guide: How-to-Send-Email-Based-on-User-s-Answer

    Hope that helps. Thank you.

  • Profile Image
    sharikoch
    Answered on October 14, 2016 at 03:44 PM
    Thank you for your help. I just need to confirm that I can add the "Radio Button Field" to the visit note and then the volunteer will have a drop down menu to choose their volunteer coordinator and then the form will be forwarded to the picked coordinator?
    I am looking forward to hearing from you.
    Shari Koch
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  • Profile Image
    Jan
    Answered on October 14, 2016 at 05:36 PM

    The Radio Button field is where the user can choose their volunteer coordinator. If they select the coordinator 1, the email notification will be sent to coordinator 1.

    Please check this demo form: https://form.jotform.com/62875452256968. You can clone it so that you can see what is happening under the hood.

    If you have any questions, let us know. Thank you.