Form management access will give you the ability to re-order your existing forms, re-name forms, trigger forms, and create new forms for us to add fields into. Access to this feature will be limited to the owners of an organization.
To edit a form trigger, first you must access the Form Management module- to do this, go to the “Settings” tab and click “Forms”
Now that you are in the form management module you will need to locate the form you would like to set a trigger for, click the gold lightning bolt, and then click “Edit Trigger”
You can hover over the form’s name and then click the pencil that appears to the right- once the settings interface is open click the “Edit Trigger” button located at the bottom.
Either approach will open up an interface that will allow you to select event(s) that will trigger the form to be added. After you select the event(s) click “That’s it. I’m Finished”
- Registration: This section has options based on the overall registration (i.e. “user registers” or “child created”)
- Status: Triggers in this section would be comprised of the statuses that are created in the User Management section (i.e. “excluded status” or some other custom status).
- Payments: This section is where you can trigger based on the status of each payment made (i.e. “payment compete” or “needs to close balance”).
- Forms: Triggers that can be set on the status of forms in their registration (i.e. “form complete” or “form incomplete”).
- Products/Services: Triggers that can be set on selection and payment of products (i.e.”product added to cart” or “product paid for”).
- Fields: Triggers that are set according to the answers selected by your registrants (i.e. if they say yes to a multiple choice question, or complete an answer field).
- Trigger settings:
- All options are required: The trigger will not activate unless ALL conditions are met.
- Any option is sufficient: The trigger will activate on ANY conditions that is listed.
- Reverse Trigger: This will remove the form if the condition(s) that you’ve selected are not fulfilled.