eForm Triggers

Community and Group Editions

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 

1. multiple choice question
   
2. yes/no question
   
3. 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.

1. 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

1. Edit the eForm
   
2. Select Trigger Activity
   

To view activities for all triggers

1. Click on Settings
   
2. Select All Triggers Activity
   

Please note: 

1. When the eForm is first submitted all Triggers set up will activate.
   
2. 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.
   

Related Articles:

1. Recurring eForm Blueprints
   
2. Approval Stage Triggers
   
3. Group Triggers

• Related Articles

• Group Triggers

  Group triggers are similar to eForm triggers and can be used to trigger actions in both Static Member groups and Dynamic Member groups. Triggers actions can be set to activate when a member is added or removed from a group These actions include: ...

• Approval Stage Triggers

  For Community and Group Editions 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 ...

• Recurring eForm Blueprints

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• How to restore an archived eForm?

  For Community and Group Editions Administrators can restore an archived eForm by following these steps. 1. Go into the Form Library. 2. To see the Archived eForms, choose Archived from the Status drop-down menu. 3.  Choose the eForm you want to ...

• How to View Previous eForm Responses

  For Community and Group Editions When multiple response versions of an eForm exist, administrators can view these by selecting the response's previous versions from the Form Library: 1. Select the Form Library 2. Click on the name of the eForm 3. ...