Post-Submission Actions allow you to automate certain tasks based on the answers provided in a form. This is useful for managing complex workflows or processing large volumes of forms efficiently. For example, you can:
- Add or remove requested documents.
- Apply a preset.
- Add or remove a tag (coming soon).
Supported Conditions
You can set conditions based on:
- Contact details: Reference, deadline, account, tag, or any custom fields.
- Form details: Any response provided in the submitted form.
- Combination: Use "All conditions" or "At least one condition" to combine multiple criteria.
Setting Up Post-Submission Actions
- Navigate to Form Settings:
- Go to Settings > Forms and edit the form you want to configure.
- Access Post-Submission Actions:
- Click on the "Post-Submission Actions" tab.
- Set Conditions:
- Define your first condition (e.g., "If 'Country' does not equal 'UK'").
- For multiple conditions, choose between "All must be valid" or "At least one".
- Define Actions:
- Specify your first action (e.g., "Apply Preset: Non-UK Documents").
- For multiple actions, arrange them in the desired execution order.
- Note: You can create multiple blocks of actions, and each block can be ordered to execute in a specific sequence.
When used with Preliminary Forms, the Post-Submission mechanism is powerful for filtering and sorting contacts based on their responses early in your process.
Keep an eye out for the upcoming feature to add or remove tags, which will further enhance the flexibility of Post-Submission Actions.