eForm Triggers ( For Community and Group Edition) – Operoo

Pro Tip: Using the new Forms and Flows UI? Click here to find your answers.

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.

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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