You now know how to download data as a simple CSV file, but let’s have a look at something a little more sophisticated. Wouldn’t it be great if we could send a message automatically to the accounts department each time an engineer had completed and sent in a worksheet? Let’s find out how.
- Selecting your form from within the forms list screen.
- When on the Form Dashboard, click on the Notifications button on the left-hand menu. This will take you to the Notification set up menu.
- Click New Email Notification.
- The next screen allows you to specify the email address of the sender. For now, however, just click Next
- Make sure that Specify Address is selected on the Recipient Email Address Screen. Enter your own email address here and then click Next
- For email subject just enter My First Notification
- For email body, simply click the Add Field Table button. This will automatically create a table within the body of your email template with each field pre-populated. Click Next
- Let’s ignore the Email Attachment screen for now so just click Next
- We can also ignore the next screen and simply click Save