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Question

Question

email group based on field selection

asked on August 10, 2022

Hello,

I am new to forms and need some help with a process. What is the best way to email a group based on a field selection when the form is filled out. For example, the form has a field called "Support Type". When the field is selected, I want it to email a different email group, if the field is not filled out, I want it to go to a different email group. Any help would be appreciated. 

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Answer

SELECTED ANSWER
replied on August 10, 2022

There's a few different ways to handle this, but the two that seem best for your scenario are:

1. Using a hidden field on the form with a calculation

        Set the field as Read Only and use a Field Rule to hide it always (set to Save the value)

        Under Advanced/Calculation use =IF(Your_Variable="Your Value","first email","default email")

        Then use the hidden field variable as the recipient in the email task

 

2. Using a gateway condition in the process model

        Add an Exclusive Gateway that leads to two different email tasks

        Set one with a condition that looks for your desired value and the other as Default

        Connect the outflow of both to an exclusive gateway to merge the paths

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replied on August 10, 2022

Thank you!

Using the gateway condition worked perfectly!

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