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Forums ~ FAQ's

Form Question

January 8, 2019
Completed
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antonioaponte@me.com
January 8, 2019

Can I have a form sent and when the person receives the form can update via the email or redirect to update the status?
I am creating a engineering request form and want to send a request to the engineer. If the job is completed I would like for them to update the status. How can I go about this?



Igor Nosovskiy
January 9, 2019

Hi Antonio,
Sorry for delay.
If I understand you correctly, you can use the email notifications. How it works you can see example below:
First of all, you need to add an email field to your form in Form builder. (You will enter the user’s email in this field).


Next, you need to go to the Notifications menu. Mark “RECORD UPDATE” and “ALLOW END USER EDITS”.


Click on “pencil-icon” in front of “ALLOW END USER EDITS”.
You have to select the field with the Email field in the first drop-down list. You can also change the Subject-text.
After the settings, click “Update” button.



Now fill out the form and specify user’s email.



The user will receive a letter like this:



Following the link:
1. The user can edit the record.
2. The user submit the form.
3. You will receive an email about updating the form.


I hope this method will be useful to you.
You can also view the Team module and Customer Portal.



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