Conditional Actions enables you to send E- mail- or SMS-notifications, show custom message or redirect to URL based on a defined criteria after each record cell value creation or update.
Using this Conditional actions, you can automate some actions in the database.
When you enter certain data into the form, you can send E-mail and SMS notifications, Update the record, Show messages and Redirect user to web pages.
These actions can be used and combined with each other at the same time.
Here are just a few 'Conditional actions' usage examples:
The Actions menu in Form builder:
Because you need to set up your Email/SMS or message templates. Or enter web-page for redirect.
Specify recipients: enter manually, select the field with e-mail addresses or record owners.
Customize the template in the HTML editor. Don't forget that you can also use data from a table. To do this, click on the 'How to insert record data' link
Open the "Advanced options" and specify the sender and the address to reply. You can upload an attachment if you wish.
How to create and configure the Make a payment action, read here.
Consider the Update Record option:
Create following criteria - Client is Texas Montango LTD.
Edit the action:
If Client is Texas Montango LTD., then update the record in the following columns:
Using the 'cross' icon, you can add more record columns.
The result in the table:
Using the "Redirect to new page" action, you can pass the parameters from the completed form.
We use two forms: "Customer info" and "Registration".
The fields "Surname", "Name", "Phone" are repeated in these forms.
Task: Set up a redirect to the "Registration" form with pre-filled field from the "Customer info" form.
You need to create a "Redirect to new page" action for the "Customer info" form:
To transfer data from one form to another, you need to use the parameters passing. You can learn more about this function by this link.
Insert the URL-link to the "Registration" form widget (you can get the link in the Form Widget menu - Integration tab) and add ?0= "Surname" html-name field &1="Name" html-name field &2="Phone" html-name
You need to correctly calculate the fields order in the form. It starts at zero. You can get the required field html-name. Click on the 'How to insert record data' link.
Press on the "Update" button. Now let's try to fill out the "Customer info" form:
How to create and configure a Webhook action, read here.
Custom domain for the portal
New grouping options