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Emailing form to Client based on form selections.
#1
Is it possible to have 3 or 4 clients assigned to a form and then have the form only go to single client based on the selections made in the form.

If check_box A is selected the form only goes to client 3
If check_box B is selected the form only goes to client 1
etc..

Can this be done and if so how? Only thing I can see that might work are the filters, but how?

Thanks in advance for any help.

Gene

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#2
Hey Gene,

Not sure what you mean "go to a single client". Do you mean send an email? If so, you can do what I just recommended to someone else:

The best way to do this, is to create two views.

In View "A", create a filter. The filter should say field_1 = "A"
In View "B". create a filter. The filter should say field_1 = "B"
... and so on.

Then, create a new email under the email tab. In advanced settings under the configuration tab, select view "A" under "Only submissions that fit into the following View(s)".

Once that email template is complete, create another email under the email tab. Follow the steps above but select "View B".

Let me know how that goes,
Alex
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#3
Hi Alex and thanks for getting back to me. I thought this was the only way to do this after looking through the documentation. It seems a bit complicated, but I will definitely give it a whirl.

Thanks again and I will report back for either help or a success story.

Gene

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#4
Yeah I can see how this seems overwhelming, but I think if you follow my instructions you will get the hang of it. Let me know if I can help, or explain it enter.

Good luck!
Alex
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#5
Hey Alex, the solution works great! Thanks. I have 1 minor issue, on one of my views/emails there are 2 possible choices going to this 1 client. I have
2 filters with the same fields:

Fields = Trips
Operator = Equals
Value = Honduras April 2013


The second is identical except for the Value = Honduras July 2013

It will not submit with both of these, only one or the other.
I guess I will have to make another view and email to use the second filter.
I tried the "Like" option for the operator but no dice.

Is there a way around this or should I just go ahead and make another setup, View/Email with a different name same client?

Thanks for your help, Gene
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#6
Interesting, I guess there isn't an "or" operator to put between. I think you will have to create another view.

Unless I'm missing something, it might be a good feature request to add operators between statements (or, and).
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