Adding Actions to Forms Using Our Form Builder
How to Add Actions to Forms Using the Form Builder
1. Access the Form Builder 0:02
Navigate to the forms page.
Select the form you want to edit (e.g., 'toolbox talk record').
2. Edit the Form 0:17
Click on the form to edit it.
Locate the section where you want to add a new field (e.g., 'summary details').
3. Add a New Field 0:25
Click on 'add a field'.
Name the field (e.g., 'send copy to').
Choose the type of field (e.g., email drop down).
Save changes.
4. Access Form Actions 0:57
Click on the @ symbol to access actions.
Select 'add a form action'.
5. Choose Action Type 1:04
You have three options for actions when the form is submitted:
Send to an email: Type in a specific email address.
User selected in a field: Choose a user-related field from the form (e.g., 'meeting run by').
Email entered in a field: Select the email field you created earlier.
6. Update and Publish the Form 2:07
After selecting the desired action, click 'update form actions'.
Finally, publish the form to save changes.
7. Confirmation of Setup 2:24
Every time the form is filled out, the specified action will be triggered (e.g., sending an email to the selected recipient).
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