Hi,
I have a single form in which i have a dropdown field with the item name listed, item not listed , and i dont have one so based on that i want to notify my internal team. If any of item is selected or item not listed i will notify user (A)&(C) and if anybody select i dont have one i want to notify user (B)&(D) with all the form submission details.
How can i achieve this through form level or workflow and how ?
Hi @Ishan5,
This would require a contact-based workflow.
- Enroll contacts based on the form submission
- As the first workflow action, add a branch (click + sign and pick ‘Branch’ from the left sidebar)
- Choose AND/OR logic
- Create a branch for each selection
- In each branch / path, place an internal email notification
Let me know if you’re getting stuck and if so at which point.
Best regards!
Thanks @karstenkoehler
I’m getting stuck at sending internal email notification with all of the contact information submitted How can i achieve that If item selected or not selected
@Ishan5 whether an item was selected or not would be defined within the branch (AND/OR logic). In a branch, click ‘Add filter’ and under ‘Contact properties’ find the property from the form where the item is selected or not.
If you share a screenshot of the property name and property options, I can build a draft.
@karstenkoehler
I’ve created a workflow regarding that but want to notify different user based on the selection made with full form submission details can i achieve this?
@Ishan5 it’s difficult to explain when you’re not answering my questions. I’ll try and share a draft of a workflow. This is what it could look like. In the branch criteria, select your property from the form where a person can select item listed / item not listed.
You can then place an email notification in each branch.
If you have any follow-up questions let me know.
Thanks @karstenkoehler
I’ve created personalized token regarding notifying user and using branches logic now i’m able to send form submission details to users.