Friday, October 22, 2021

Yes/No Custom Fields: Selecting Response That Triggers an Action

In a previous post, we had talked about editing custom fields and more importantly, adding Actions to use as triggers in Yes/No questions. Well, today we are going to take this a bit further and explain something new that we have implemented to provide even more flexibility.

With this enhancement, you will be able to determine what specific answer will trigger the action. Let's take a look at the action we had previously created called "VIP Customer Notification":

We currently have it so that if we select "Yes", management would get an email notification to send a thank you note and a care package to that customer. That was the default behavior, but what if we wanted to change it to something different like if the customer is not VIP, we want to try to get them to that status?

Let's make a couple of changes to this Action and convert it to a "Potential VIP Customer Notification":

Perfect! With that change out of the way, let's go back to the form and check out what's new. We go down to the "VIP Customer?" Yes/No question field, make sure that the "Potential VIP Customer Notification" action is selected, and then we see a new section called "Field Value to trigger Action". It is set to "Yes" by default, but since we want to be notified if the customer is not in VIP status, we change it to "No":

You can use any of the options depending on the context of the question, the action can be triggered if the answer is "Yes", "No", on either answer, or set it to "None" if you wish to disable the associated action without the need to delete the whole thing, and you can then change that value later to enable it easily.

After making that change, we click "Save" at the bottom and finally we have our updated form:

That's it for today, we hope you like this and get the best out of the new functionality. Tune in next week for more exciting news!

--Econz Team

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