The Management Portal
 

Lesson 3.5 Lesson 3.7

3.6 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



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