A conditional workflow alert or action is when a delivery event (email, forward, etc) is to happen as a result of content within the form. For example, the equipment being inspected requires maintenance. A conditional alert is created to deliver an email to the maintenance team only when maintenance is required.
1. Setting up the Alerts
We first need to create the alerts in the advanced rules. Open the form that needs the conditional alert. Select Advanced Rules.
2. Create the Rule
3. Creating An Alert
Name the alert and select the field or fields within the form that are to trigger the condition. Note. You can use many conditions within a form to set the trigger as well (example. if any of 10 items is NO than trigger the alert)
4. Create the condition that triggers the alert
Option: Multiple conditions need to be met or any one of multiple conditions (and/or) can be used to trigger the Alert.
5. Create the Alert as the Action of the rule
6. Name the Alert
You can put any code that you want. If you have internal codes for "conditions" you can use those codes. If you do not have internal codes this is an opportunity to create them.
7. Add the alert to your delivery options
Now that we have several alerts created for this form we can add different delivery options based upon those Alerts. In this example, we will be driving a form to the "Form Submitter" only if the Alert condition is met.