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roattw

Reminder email trigger - stuck

Question

I have a form that has an option for Pending Info (checkbox) that users can select if they dont have enough info at the time the form was completed.  

This form is stamped with user level auth so the record is associated with that user, so later they can login and just see thier entries.

I would like a triggered action to EMAIL the user who submitted the form if they used the Pending Info checkbox.  To serve as an email reminder to do back and update the record. 

Their email address is part of their user account info table.  Username and password is used for login, but email is also collected.

I put a virtual hidden field on the form to receive on entry the auth table field email (Virtual1) and also pass that on exit.

I think I have the email set for Pending info checkbox but Im not sure how to have it sent to specific user who submitted the form.

2019-12-29_17-21-43.png.ad9e497bedd6d78342c51d05d840b6ce.png

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Hi @roattw,

You can use #inserted in the Select From block instead of the Table (Patients_Encounters_Pre121219). If you use the Table itself, every time the Triggered Action runs, it will send an email to all records where Pending_Info is equal to "Y".

You can refer to this video for more information:

https://www.caspio.com/webinars/send-sms-emails-using-triggered-actions/

 

Happy Holidays! :) 

 

-kristina 

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