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Auto Emails


flashcz
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Let's say based on the department user selects you would like to send out emails. You can achieve this functionality using cascading dropdown and acknowledgement email. There two ways depending on which field, department, email address or both are desired to be saved in the new record.

In this example we have a look up table called "tbl_lu_emails" including two fields "department" and "email".

department email

-------------------------------------------

Sales sales@company.com;sales2@company.com;sales3@company.com

Support support@company.com,support2@company.com;support3@company.com

Management management@company.com;management2@company.com;management3@company.com

Please note you are separating emails by (;).

Approach 1: Using this approach only email address will be saved in the new record.

Use a dropdown element and select the look up table as datasource. Select the department field for "Display" and the email address for "Value".

Then set up the Acknowledgment Email based in the dropdown field.

Approach 2: Using this approach, both department and email address will be saved in the new record submission:

In this method we will use a dropdown for department and a cascading dropdown to pull up the associated email. See how to set up a cascading dropdown at http://howto.caspio.com/datapages/form- ... boxes.html.

Now you can set the Acknowledgment Email to be sent to the "email" field. If you do not want the email field to be visible in the form you can hide it. See how, http://howto.caspio.com/customization/h ... pages.html.

In this way if user selects Sales then the Email field will have the email address of Sales department.

Note: You cannot use this method if you are already using the acknowledgement email.

Cheers!

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