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How do I add automation to a form?

Adding Automations to a form and how to set up notifications from form submissions

You will need Full Write Workflows permission to perform this task.

If you haven't already done so, build your form first: How do I design a form? If you plan to send respondents into a workflow, set up the workflow ahead of time: How do I add processes to a workflow?

Add an automation that runs on every submission

From the left navigation, click Forms and open the form you want to add automation to. On the form, click the Settings tab, then the Automations sub-tab.

Click + Add Automation. In the Add Form Automation dialog, choose a Type:

  • Group: pick a group in the Group search field. Anyone who submits the form is added to that group automatically.

  • Workflow: pick a workflow (and the task within it) in the Workflow dropdown. Anyone who submits the form is entered into that workflow at the chosen task.

Click Add to save the automation.

Note: after you add a Group automation, any submission that can't be matched to an existing person profile will create a new person profile.

Add an automation that runs only for a specific response

Automations can also be tied to a specific answer on a single field. Yes/No, Dropdown, Radio Button List, and Checkbox List fields all support per-response automations.

For example, the form below has a list of options as radio buttons:

Open the field's editor (click its 3-dots menu on the Fields tab and choose Edit) and switch to the Automation tab. Click Add Automation to set what should happen when a respondent picks a particular option. You can configure different actions for different responses on the same field.

Note: automations on the form's Automations sub-tab run on every submission. Per-response automations run only when a respondent selects a specific answer. Use whichever fits the workflow you want.

Route email notifications based on a response

If your form has a Yes/No, Dropdown, Radio, or Checkbox List field, you can also route confirmation emails to different people based on which option the respondent picks. For example, a "Which volunteer team are you interested in?" radio button can send each selection to a different team leader.

On the form, go to Settings > Notifications and use the Routing Rules section. Click + Add New to set who is notified when a specific option is selected, and configure a default routing rule for submissions that don't match any specific routing rule.

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