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+--- Thread: Internal Form - Add submission - Email question (/showthread.php?tid=4557)
Internal Form - Add submission - Email question - bhotrock - Aug 27th, 2014
Hi,
I'm using an internal form and starting new submissions using the Add button. I'm trying to figure out how to use the "on form submission" trigger for an email.
It appears that as soon as you press the Add button, a new record is created in the database with most fields blank. Then when the data is entered into the form, the submission is then Updated to store the data in the record.
In this scenario, is there any way to make use of the "on form submission" trigger?
Thanks for any help or ideas!
RE: Internal Form - Add submission - Email question - Joe - Sep 2nd, 2014
Hi there,
You can ensure the submission will trigger the email by clicking both the "on form submission" and "when submission is edited" options.
Cheers,
Joe
RE: Internal Form - Add submission - Email question - bhotrock - Sep 2nd, 2014
Thanks for the answer. However, I was wanting to have different settings for "on submission" than for "on update". Specifically, I need to send an email to three people for a new submission, but only one person for updates.
I understand if it's not possible. Thanks so much for a great tool!
RE: Internal Form - Add submission - Email question - alexh - Sep 3rd, 2014
If you do two separate email templates, one with on-submission and the other on-edit, does that work? From your first description, is the problem that you are getting an email as soon as you click on new submission to start filling in the form?
-Alex
RE: Internal Form - Add submission - Email question - bhotrock - Sep 15th, 2014
Alex, Thank you for the response. I'm sorry I didn't see it sooner.
I have tried with two different email templates, one for "on submission" and the other for "on edit". When I click Add, the new record is created, but I don't receive an email from the "on submission" template. (This is good, because it wouldn't contain any useful information.) When I finish entering the data into the form the "first" time and click Update to save the information, the "on edit" template works fine and I do receive that email immediately. But nowhere in the process do I receive the email from the "on submission" template.
So unless I have something set wrong somewhere, it seems to me that the "on submission" trigger doesn't have any value for an internal form.
Thanks again!
RE: Internal Form - Add submission - Email question - mrGarvin - Sep 16th, 2014
You are always able to send an "on submission" letter directly from the record manually. Ok, it's not automatic, but it ensures that you send a letter to the user.
Under advanced settings for the e-mail itself you will find the options to include the alternative to send it from the page "Edit submission" and also to choose from which views this option is supposed to be available.
could this help?
RE: Internal Form - Add submission - Email question - bhotrock - Sep 16th, 2014
Thanks for the reminder about being able to send manually directly from the record. It helped me realize that my particular use of the system is probably not completely typical. In my case, various sub-users are entering submissions. I was hoping to have a manager be automatically notified that a new record had been created. I can see where something like that might not be very normal for internal forms.
It's just good to know that I'm not missing something, and to know that something's not broken on my installation.
Thank you all for your helpful information!