Overview
A conditional workflow alert or delivery action is when a delivery event (e.g., email, forward) automatically occurs based on user input on a form.
For example, a conditional alert can be created to deliver an email to the maintenance team whenever the equipment being inspected requires maintenance. This way, when an inspector selects Maintenance Required on a form, it will trigger the alert.
Delivery Actions for Global Workflow
Below is a list of delivery actions that can be applied to create conditional workflow alerts and integrate report and data delivery after forms have been submitted:
Create New Task (Dispatch New Form) - This will allow you to populate and dispatch a new task form once the form has been submitted.
Email Submitter – Send an email in the requested format/s to the user currently filling out the form in the app. This Action does not work when using web forms.
Email Users – Send an email to the indicated user/s in the designated format/s. You will also want to specify the email’s Subject and Body that gets sent to your users. You will want to separate recipients’’ email addresses with a comma.
- Note: You can only use this action for users that are on your FastField account.
Email External – Send an email to the indicated email recipient/s in the designated format/s. You will also want to specify the email’s Subject and Body that gets sent to these recipients. You will want to separate recipients’’ email addresses with a comma. Please note that you can only use this action for users that are not on your FastField account.
- Note: This will work with external recipients and current users.
Email From Field – Send an email to an address contained within a field on your form. You can specify which field and (like other actions) which format you would like to receive the data from.
FTP – Send your form submissions in your desired format/s to your FTP server. You will need to add your server’s settings correctly.
Forward – Send an editable version of your submitted form to other users on your account to edit and submit.
SFTP – Send your form submissions in your desired format/s to your SFTP server. You will need to add your server’s settings correctly.
HTTP/HTTPS – Post your form submissions in your desired format/s through an HTTP request. You will need to add your server’s settings correctly.
Push Notification – This will allow you to send a push notification to a user once the form has been submitted.
Send to Autodesk - Send form submissions to Autodesk® Build, Autodesk® Docs, or BIM 360®.
Send to Blob Storage - Send submission reports to your Azure Blob storage.
Send To Dropbox – Connect to your Dropbox account and send your submissions to a folder.
Send To Google Drive – Connect to your Google Drive and send your submissions to a folder.
Send to Google Sheets - Send form submissions to Google Sheets.
Send to OneDrive - Send form submission to your OneDrive account.
Send to Slack - Send submission to slack channel or member once a form has been submitted.
Send to AWS S3 – Send data directly to your Amazon S3 buckets. You will need to enter your keys and region and specify which bucket you wish to send to.
Set Form Status - Create and set a custom from status for a form once your form has been submitted.