Forms: Triggers, submission routing

Note: You need to have owner or admin permission to accomplish the following steps

The Triggers tab in Form Builder gives you powerful automation capabilities. You can create conditional triggers that assign tasks or send alerts based on specific form answers, and configure who receives copies of form submissions via email. This article covers both creating conditional triggers and managing submission distribution settings.

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Create conditional triggers
Send submission copies

Create conditional triggers

Conditional triggers allow you to automatically assign tasks or send alerts when specific conditions are met in a form submission. For example, you can assign a maintenance task when equipment fails inspection or notify managers when critical issues are reported.

Example: You may want to automatically assign a task to the "Maintenance" role when the question "Lights are all working" is answered "No" and alert the district manager by selecting their role under Alerts. This ensures that the Maintenance user receives a task to resolve the lighting issue, while the District Manager is notified to follow up.

Trigger automatic submission routing

In Zenput you have the ability to send a copy of all form submissions to additional people. This could mean other people within your organization, vendors, or really anyone with an email address.

Important notes about submission distribution

Notification settings required: If sending to an existing Zenput user or role, the recipient must have their alert notification settings set to either "Email" or "Email & Push Notifications" in order to receive the submission email.

On the web app, navigate to 'Forms'. Find the form you would like to make private and click the 3 dots – Edit.
In the Form Builder, select the 'Triggers' tab.
Click the 'Create Trigger' button near the bottom of the screen.
Add the question or questions that you want to set your triggers for. Configure the criteria and actions for your trigger.
Before leaving the Form Builder, make sure to click 'Publish' to save your changes. You will see "All changes saved" once the edits have been published.

On the web app, navigate to 'Forms'. Find the form you would like to make private and click the 3 dots – Edit.
Once in the Form Builder, click on the 'Triggers' tab.
In the 'Send Submission to' section you can select if you would like to send to: the Form Submitter (the person who submitted the form), Location Email (the e-mail of the location where the form was submitted from), and/or Dropbox (if enabled from the Owner's settings).
Under the 'Also Send To' section you can choose who (Role or User) you would like the form to go to and/or enter the email address where you would like a copy of the form submission to go. If you need to add multiple recipients, use the plus sign to add another input box. Please note: If Role is chosen, the submissions will be sent according to the hierarchy. For example, if you choose District Manager, the submissions for the locations will go to the corresponding District Manager ONLY, not to all DM's.
Before leaving the Form Builder, make sure to click 'Publish' to save your changes.

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Create conditional triggers

Trigger automatic submission routing

Important notes about submission distribution

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Search

Create conditional triggers

Trigger automatic submission routing

Important notes about submission distribution

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