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Custom Form Triggers

Custom Form Triggers

Creating Form Triggers

 

A Custom Form "Trigger" Custom Feature and you can add a "Trigger" to any custom form. It can be used in a variety of ways, from sending an email or assigning some one a "task" based on how an individual interacts with with a specific question on your form.

You only need to add one "Trigger" to your form.  The "Trigger" can interact with any number of questions on your form.

 

 

A: From any Module, Click on "Forms"

B: Click on "Edit" next to the Form you wish to add a "Trigger"

 

 

C: Click on "Import Field"

D: Click on "Custom Feature"

E: Find "trigger" in the list of features, then click "+ Add"

Once you click "+ Add," the trigger option will disappear and will appear on the previous screen.  Click on the little "x" to close the Import Available Fields List window.

 

F: Click on "Edit" next to your "Trigger"
G: Click on "+add trigger" towards the bottom of the next page

 

On the next page:

 

 

H: Act on This Tag:  Select a "tag" (or question) from the list that you wish the "Trigger" to use to do something for you (like send an email, create a task, etc).

I: Act on This Value: Enter into the box the possible value (or option) that you wish the "Trigger" to respond to.  For it to work properly, it needs to be the exact (case sensitive) possible response that the individual filling out the form will select from or enter.

J: Act In This Way: Select one of the ways this "Trigger" will notify or respond to you.  You can select from:

  1. Email: Send
  2. Calendar: Appointment - Sends a Task/To-Do to someone you specify as an Appointment that will show up under the My Tasks tool
  3. Calendar: Email Sent - Sends a Task/To-Do to someone you specify as an Email Sent that will show up under the My Tasks tool
  4. Calendar: Phone Call - Sends a Task/To-Do to someone you specify as a Phone Call that will show up under the My Tasks tool
  5. Calendar: Other - Sends a Task/To-Do to someone you specify as Other, that will show up under the My Tasks tool

K: Send to this Contact:  Email Address of the person you wish to send this Trigger to

K: Send This Text:  Enter the contents of the Email or Trigger you wish to send.  You can also use some of the merge fields or "Tags" found in the Custom Letters tool for the content of your email.  See the Knowledge Base on Letters for more information.

 

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If you would like to become a Knowledge Base contributor please contact us through the Help Desk and let us know of your interest.

 

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