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eForm Triggers are used to automatically trigger actions when an eForm is submitted.
Based on the responses and the data received, you can automatically send emails, add tags to students and staff, add people to groups or send them other forms.
For this example, we will be using an eForm with
- multiple choice question
- yes/no question
- acceptance question
How to create a Trigger for an eForm
1. Navigate to the Triggers tab
2. Create a trigger
Choose a question that you'd like to trigger an action for.
3. Choose a rule
4. Choose an action to execute.
5. Choose Execute action immediately.
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this triggers the action immediately after the response has been received
6. Click Create new trigger to Save
You can create multiple triggers per eForm and all triggers will be listed at the top of the page.
View Trigger Activity
You can view trigger activities for either a specific eForm or all eForms
To view trigger activities for a specific eForm
- Edit the eForm
- Select Trigger Activity
To view activities for all triggers
- Click on Settings
- Select All Triggers Activity
Please note:
- When the eForm is first submitted all Triggers set up will activate.
- Following the submission if any changes are made to the response, regardless of if the school or parents updates the response, Triggers will be re-activated if they relate to the question that was updated.
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