Using a Trigger to send Additional Notifications or AutoResponders

Only 1 Notification Email and 1 Autoresponder email are sent per form submission. Either email may contain multiple recipients (just supply a comma separated list of fields in the recipient field), however the email body/text is the same for all recipients. If you need to send more emails per form submission, each with different content, the answer is to use logiforms triggers to 'trigger' the delivery of additional email(s).

Background on Triggers
Triggers are actions that execute when your data changes. A trigger can be used to send an email, move a record between tables, delete a record, reschedule an action and more.

Initial State and Change State Rules
Triggers have an Initial State Rule and a Change State Rule. These rules must be matched in order for the trigger to execute.

This allows you to setup rules that read:

If field 'status' changes from 'new' to 'approved' then take some action.

This example rule used an initial state rule "status = 'new' and a changeState Rule "status = 'approved'. The initial state rule is not required, while the changeState rule is required. For the purpose of sending an email after each form submission, we'll leave the initialState Rule blank (and actually, there is no initial state, since it is a NEW form submission) and set the changeState rule to something that will evaluate to true on every submission. This is explained below.

OnInsert and OnChange Settings
Triggers can be set to run 'onInsert', when a new submission is submitted, and/or 'onChange', when a record is updated. For the purpose of setting up a additional emails to be sent upon form submission, we'll want to setup the trigger to run 'onInsert', so it runs each time a new record is submitted.

Trigger Actions and Rules
Trigger Actions are the actions that take place once the trigger changeState/initialState rules match. After the triggers state rules are matched, the trigger rules runs and the matching Trigger Actions are executed. in our case, we will only create one Trigger Action, and we will not need any Trigger Rules. Read on to see the steps involved in setting it all up.

Setting up a Trigger to Send Additional Email Upon Form Submission
Follow these steps to setup a trigger that will send an additional email upon form submission.

1. From the "Component Menu, click on the form you want to add the trigger to.
2. Roll over the Data Management Tab, and select Data triggers from the sub menu
3. Click "click here to add a new trigger" link and enter a name for the trigger in the pop-up dialog box. Note: if a yellow warning bar appears at the top of your browser, click on it and select "Temporarily allow scripted windows", and then click the link again.
4. Change the Trigger from 'onChange' to 'onInsert' and click the Update button.

Next, we'll configure the change state rule.

1. Scroll down to the Trigger Condition section. Leave the initialState rule blank. Click the link under the ChangeState Rule that says "Click here to create a change state rule"
2. Now, we're going to create a dummy rule that will evaluate to true on every submission. Select one of your form fields on the left, choose 'Does not equal' for the operator and enter 'sdfasdfasdfasdf' in the last field. This rule will always evaluate to true, unless someone enters ''sdfasdfasdfasdf' ' in that field.
3. Click Save filter to save the Trigger Condition Rule

The final step is to create the Trigger Action. Scroll down to the Trigger Action Profiles and Rules Section

1. Click "You have no Trigger Action Profiles configured. Click here to create one. "
2. Click the "Send Email" link to set up an email profile.
3. Give the profile a name and configure the email settings,
4. Click continue when you are finished.

The trigger is now setup and will send the email each time the form is submitted. In order to test the trigger and see if it is working, you should add a text field to your form and name it 'triggerdebug'. Set the default value of this field to 'true' and run a test submission. When this field, named 'triggerdebug' exists on your form, and it is set to 'true', you will see debugging information outputted that will help you determine if the trigger is executing correctly. Note: You will not see the trigger debug if you have an autoresponder profile setup that does a redirect to a URL.