Form Actions - triggering different actions when a form is submitted.


Once a Form has been created, you can decide what Actions you would like triggered when a Form is Submitted.


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To access the Form Actions:


1. Select the Form from the Forms > View Forms menu

2. You will then be taken to Edit Form page, a sub-menu is available including the Actions option

 


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3. Select the Form Action and complete all related fields.


Form Actions include:


Send Email

Send Email and PDF

Insert Update Database

Email XML

Email Report with PDF Attachment

Post XML

Register Log update


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4. Further Form customization is available under the Options Tab



Form Options include:


Adding a sequential number to a report (such as an Invoice or Work Order Number)

Setting the Default Status of the Submitted Form

Setting an Expiry Date to a Submitted Form

Including Geo Coordinates to the Default Reports

Assigning the Form to User Groups

Enabling different User Groups to Edit the Form


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Further detail is available on the Options and Actions pages