How to create a trigger that will send a summary response of a single respondent? | Experience Community
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How to create a trigger that will send a summary response of a single respondent?

  • May 6, 2022
  • 2 replies
  • 106 views
R
Level 2 ●●
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I am creating an online form where there is a trigger every time someone fills in the form and it will be sent to the department selected by the respondent. The response summary could be within the email or a PDF attachment/link.
Is this possible?

Best answer by jmborzick

rarcega this is possible using workflows. You are going to create an email task in workflows (directions here) that will send the department whatever information you choose.
In the survey flow, you're going to have branch logic that creates embedded data based on the department.
For example: IF department=Technology THEN the "email" embedded data field would be created with the value being "tony.stark@avengers.com"
In the Email task within workflows, you would use that "email" embedded data field as the recipient.

2 replies

InessaG
Level 5 ●●●●●
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  • InessaG
  • Level 5 ●●●●●
  • May 6, 2022

You can create a message with piped in responses and use the workflow to launch the email task upon response being submitted.
Depending if the department email is available within the embedded data, you can either pipe in that value from embedded value into the To email field, or you can use logic to determine where to send it.

jmborzick
QPN Level 5 ●●●●●
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  • jmborzick
  • QPN Level 5 ●●●●●
  • Answer
  • May 6, 2022

rarcega this is possible using workflows. You are going to create an email task in workflows (directions here) that will send the department whatever information you choose.
In the survey flow, you're going to have branch logic that creates embedded data based on the department.
For example: IF department=Technology THEN the "email" embedded data field would be created with the value being "tony.stark@avengers.com"
In the Email task within workflows, you would use that "email" embedded data field as the recipient.

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