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Using Email Rules

How to use email rules

You can create email rules that control when an email is sent based on the information submitted in a form. Email rules use conditions in the form to determine whether an email should be sent.

For example, suppose you have a vehicle inspection form that should only be sent to a mechanic shop when a repair is required. You can create an email rule that checks the repair status and sends the email only when the appropriate condition is met.

Note: Email rules cannot be used with dynamic tables. Because a dynamic table can contain multiple rows, the system cannot determine which row the rule should be applied to.

  1. Open the form for which you want to create an email rule.
  2. Click (Emailing) on the toolbar and select Emails. The Emails window will open for the form. Click (Edit Email) for the email that you want to apply a rule to.
  3. Click Rules to open the Rules tab.
  4. Click(Add) and select the field from the form you want to use to drive the rule for the email.
  5. Enter the operator and value for the field. You can add as many conditions as needed to control your rule.
  6. Click Save when your rule is complete.
  7. You may want to hide the email address for this rule. See Hiding Email Address in the App for more information.